Covers:
- Scheduling & dispatch
- Estimates & quotes
- Invoicing & payments
- CRM & customer records
Why we picked it for scheduling & dispatch: Drag-and-drop calendar with map routing so more stops fit in each service day.
Why it fits the other 3 jobs
- Estimates & quotes
- Quotes with optional line items, markups and customer approvals before the first treatment.
- Invoicing & payments
- Invoices, follow-ups and online card payments tied to the visit that earned them.
- CRM & customer records
- Client records that hold pest data, treatment types, invoices and billing history in one place.
Pros and cons
What we like
- Client hub lets customers approve quotes and pay online without a call
- Route optimization built into the scheduling calendar
- QuickBooks sync on the Connect plan and above
Watch out for
- Entry Core plan is limited to a single user
- Advanced automation and AI receptionist features are reserved for the top Plus tier
Also worth a look