Pest control estimates and invoices, from the first treatment to the quarterly visit.

Identify the pest, then price the protocol.

Pest control software has to price by the problem, because ants, roaches, rodents, termites, bed bugs and wasps are different protocols with different products, visits and follow-ups. Treating before you have identified the pest is how the customer calls back in two weeks. Write the identification on the estimate, then the treatment for it.

Separate the initial treatment from the service plan. The first visit to knock down an infestation is a bigger job than a quarterly maintenance visit, and the estimate should show both prices and what each includes.

In Jobkore every line has its own unit: treatments per visit, termite work by the linear foot, exclusion jobs each, inspections each. Load the Pest Control trade pack and your catalog starts with pest inspections, general and quarterly treatment per visit, bed bug treatment, termite treatment by the linear foot, rodent exclusion, wildlife trapping, mosquito treatment and wasp nest removal. Set each price once, and every estimate starts from your numbers.

Safety notes in writing, before you treat.

The customer's real question is whether it will get rid of them, and whether it is safe around their kids and pets. Put the answer in writing before the first treatment: the products you will use, how long people and pets need to stay out of treated areas, and what to expect in the days after.

Keep the safety data sheets for your products on file and name the products on the estimate or invoice. A customer who has it in writing is less likely to panic when they see a few more insects the day after treatment.

Photos help too: up to 20 on the document and 6 on a single line. A photo of the entry point under the kitchen sink beside the exclusion line shows the customer why sealing it matters as much as spraying.

Your license belongs on every document.

Applying pesticides for hire takes a state applicator license, and restricted use pesticides require certification under EPA's applicator standards. Customers and property managers increasingly ask to see it. A license number on the estimate answers that question before it is asked.

Put your license number in Jobkore once and it prints on every estimate and invoice. For commercial accounts and property managers, have your certificate of insurance ready too; it is often on their vendor form before the price is. Keep the insurance details in the estimate notes so they travel with every quote.

If you do wood-destroying insect inspections for real estate deals, the report the lender or buyer asks for is its own deliverable. Price it as a line and make sure it goes out on time, because a late report can hold up a closing.

Exclusion and prevention are deliverables.

Spraying alone brings the customer back next month. Integrated pest management, which finds and closes the way in, is worth putting on the estimate as work you do: sealing gaps, recommending sanitation and moisture fixes, and exclusion on rodent jobs. Price it as its own lines so the customer sees it is not a free suggestion.

For rodent and termite work, a bait station map is part of the paperwork. Note the stations on the estimate or invoice and keep it for renewals. Renewals go faster when last year's map is already on file.

When an inspection turns up more than the estimate covered, such as a second species or more entry points, write a change order on the invoice. The customer signs it online and the invoice total moves to include it.

Bill a service plan quarter by quarter.

Two ways, depending on how the customer pays. For a plan billed as you go, set the invoice to Repeat every 3 months: Jobkore emails each one on its date, or saves it as a draft for you to check, and the customer pays each from its own link. For a plan paid up front for the year, put it on one invoice with a payment schedule: four rows, one per quarter, each with its own due date. The customer's Pay button offers the next quarter due first (they can also pay ahead), and payments fill the rows in order. A schedule holds up to six rows.

One-time treatments are paid on completion from the invoice link, by card or bank transfer. Stripe charges its standard rate and Jobkore adds nothing on top, and late payments get reminders at 1, 7 and 14 days.

Write your re-treat terms on the estimate: whether a callback between visits is included, and for how long. More on looking like a bigger operation than you are.

Hank knows the pest control traps.

Jobkore includes Hank AI™, an assistant that knows the trade you picked at signup. Tell him the job by typing or with a voice memo: German roaches in the kitchen of a two-bedroom rental, initial cleanout plus two follow-ups, then quarterly service, two cats in the unit. He drafts the estimate with the protocol, follow-ups, plan and safety notes, priced from your catalog first.

Turn on a review before sending and he checks it against a pest control list: treatment with no pest identified, no exclusion or sanitation recommendation on a roach or ant job, no re-entry advisory, a real estate inspection with no report line. He can add the missing line and never changes your prices in a review.

Jobkore does estimates, change orders, invoices that can repeat on a schedule, and payments, on your phone, in English or Spanish. Related trades: cleaning, handyman and landscaping. See the pricing page.