Sample desk · fictional jobs

Pest Control CRM

A desk built for pest routes.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

QuietYard Pest · sample business

See Pest Control templates Choose a plan

Pipeline stagesNew lead → Inspection → Quoted → On route → Treated → Quarterly
Job-type tagsAnts, rodents, exterior barrier, wasp, interior spray
Quarterly routesRecurring service stays on the board
Interior / exteriorTreatment type clear on every card
Sample estimatesInitial and quarterly marked sample
Review askAfter a finished job — you press send
AI draftsYou review and press send — never auto-sent

New lead

1

Brad H.

Priority

Ant trail · kitchen + bath

AntsInterior

Stonebridge · Same-week request

Kids + pets in home · sample

Inspection

1

Diego M.

Wasp nest · eaves

WaspExterior

Riverton · Inspect Tue

Nest photo from driveway

Quoted

1

Cathy L.

Rodent inspection + seal

RodentsInterior

Hilltop · Quote out Mon

$320 initial · sample

Attic droppings · garage gap

AI draft — sample

Hi Cathy — inspection plus sealing the garage gap is $320 sample for the first visit. Quarterly exterior can follow if you want the route.

On route

1

Anita G.

Exterior barrier · quarterly

ExteriorQuarterly

Willow Creek · Route B · today

$89 / quarter · sample

Gate on south side · dog inside

Treated

1

Frank S.

Interior spray · general

Interior

Maple Flats · Done Wed

$145 · sample

Vacate 1 hour · sample note

Quarterly

1

The Ortiz home

Quarterly exterior

ExteriorQuarterly

Cedar Hollow · Next: Feb

$89 / quarter · sample

On Route A since last spring

Static preview. Nothing here saves, dials, or emails. Stages match how pest routes usually move.

Choose a plan See templates for this trade View a finished sample