Pest control CRM built for recurring routes, treatment logs, and compliance documentation

Most pest control customers start with an urgent problem—ants in the kitchen, rodents in the attic, or a termite inspection before closing on a house. ProFlow360 captures those inbound leads, responds fast, and converts one-time service calls into recurring quarterly or monthly treatment agreements that generate predictable revenue.

Proposal templates for general pest, termite, bed bug, and mosquito programs include treatment frequency, product categories, and guarantee terms that make it easy for customers to understand what they're buying. E-signature closes the deal from any device.

• Lead intake for residential, commercial, and real estate inspection requests
• Recurring service agreement templates with frequency, scope, and guarantee details
• E-signature proposals with automated follow-up sequences for unconverted leads

Route efficiency determines profitability in pest control. A technician who drives 30 miles between nearby stops earns less per hour than one running a tight, geographically optimized route. ProFlow360 groups recurring stops by proximity, minimizes backtracking, and loads each tech's route onto their phone the night before.

When cancellations open up a slot or a new account needs a same-week visit, route optimization suggests the best insertion point based on current stops and drive time. Dispatchers fill gaps in minutes rather than rebuilding routes from scratch.

• Geographic route optimization that groups stops by proximity and minimizes drive time
• Cancellation backfill logic that suggests nearby replacement jobs automatically
• Daily route distribution to tech phones the night before each service day

EPA regulations require detailed records of pesticide applications including product name, EPA registration number, target pest, application method, rate, and location. Manually maintaining these records in paper logs is slow and error-prone. ProFlow360 captures every required data point in the field app and stores it securely with the customer record.

Service reports generate automatically after each visit and include application details, findings, and recommended follow-up actions. Customers receive a copy and managers have a complete compliance record available at any time—no filing cabinet required.

• Digital chemical log capture with product name, EPA number, rate, and location
• Automatic service report generation and customer delivery after every visit
• Compliance record storage with search and export for regulatory inspections

Termite baiting programs and rodent control contracts require tracking bait station locations, inspection dates, and activity readings at each visit. ProFlow360 maps station placements per property and logs activity at each inspection so technicians see trends and customers receive objective updates on program performance.

Inspection report history lets account managers demonstrate value during renewal conversations. When a customer asks whether the termite program is working, you can show them three years of zero-activity inspection records instead of asking them to take your word for it.

• Bait station mapping with per-station inspection logs and activity tracking
• Termite and rodent program inspection history stored per property
• Renewal conversation tools that pull historical inspection performance reports

Cockroach activity peaks in summer. Mice seek warmth as fall temperatures drop. Mosquito and tick season follows predictable regional patterns. ProFlow360 automates seasonal outreach campaigns that target the right customers with the right preventive treatment offer at the exact point in the pest cycle when they're most receptive.

Segment your contact list by property type, existing service level, and past treatment history to personalize each campaign. A commercial restaurant client gets a different cockroach prevention message than a residential customer who had mice three winters ago.

• Pre-built seasonal campaign templates for rodent, mosquito, cockroach, and termite cycles
• Contact segmentation by property type, service history, and geographic region
• Campaign performance reporting that ties outreach to booked treatment revenue

Pest control customers cancel when they can't see the value. Regular communication—pre-visit notifications, service completion summaries, and inspection findings—keeps clients informed and makes the program feel active even when technicians are working preventively with no visible pest activity.

Automated satisfaction surveys, renewal reminders, and annual program reviews build the relationship between visits. Customers who receive consistent, professional communication renew at significantly higher rates and refer neighbors at a disproportionate frequency.

• Automated pre-visit notifications and post-service summary delivery
• Annual program review workflows that proactively address renewal concerns
• Referral request sequences triggered by high satisfaction survey scores