01
- Pro
- Team
- Enterprise
On every paid plan
The work on every paid plan
Customers, the diary, quotes, sales, invoices, and the pest control report. Pro is two seats on one shared diary. Team and Enterprise include this same set, with no cap on people. On Pro, settings and billing stay with the account owner.
Diary and visits
- Day, week, and month schedule
- Web and mobile. Drag-and-drop reschedule on web. Change the date and slot from the visit on mobile. Business hours and non-working days shape the grid.
- Notes, photos, and sign-off
- Record the visit on site, including a customer signature, and book a follow-up series or an ongoing contract when the job needs one.
- One-off call-outs
- Take a residential visit without saving a CRM contact, and promote it to a customer when you want them on file.
- Mobile, including offline
- The same login on the phone as on the web. Notes and site photos can be captured offline and sync when you are back on signal.
Customers and sites
- Commercial and residential records
- Customers with more than one site, copyable contacts, and visit history.
Quotes, sales, and invoices
- Quotes and a public link
- PDF export, and a link so a prospect can view, accept, or reject without logging in. Promote an accepted quote to a visit with the fields filled in.
- Sales for extras and walk-ups
- The sale stays the hub. Generate a quote, an invoice, or a fulfilment visit from it, in any order, without forcing a CRM customer.
- Invoices
- Invoice from a visit, a sale, or a completed follow-up series. Optional paid and unpaid tracking. VAT on quotes and invoices. Bank transfer or card pay on the invoice.
- Xero and QuickBooks
- PDF, Xero CSV, and QuickBooks CSV export. Direct Xero and QuickBooks Online sync is included.
Templates, roles, and reminders
- Visit templates
- Categories and presets that prefill service details and default pricing on visits and quotes.
- Custom roles
- Technician, supervisor, back office, or a role you name. Each person sees only what their job needs.
- Account settings and billing
- Business details, hours, branding, and billing.
- Customer reminders
- Email and SMS reminders are included.
Pest control
- Structured visit findings
- What you found, where, who is responsible, observations, recommendations, and action taken, with photos. Presets for common pests, and custom values for the rest.
- Products and the treatment log
- Store a chemical once, then apply it on a visit with batch, quantity, and method.
- Inspection report
- A branded Pest Control Inspection Report when the visit is complete: findings, products, site photo, signatures, guidance, and a follow-up recommendation where one is set.
