Pest control service agreement software that signs the plan and keeps it billing

See it in two minutes (shown with an HVAC plan)

Watch, 1:45

What goes in a pest control service agreement

Start with what's covered, because that's where the disputes come from. Name the pests the plan treats, usually the common household set of ants, spiders, cockroaches, silverfish and rodents, and name what it leaves out. Termites, bed bugs, wildlife and mosquitoes are normally separate programs with their own price, and a customer who assumed otherwise will say so at the first sighting.

Then the treatment schedule. Residential general pest is most often a quarterly exterior service, with an interior treatment on the first visit or on request. Commercial kitchens and food storage usually run monthly, with a service report left on site. Write down the frequency, what each visit includes and what the customer has to do beforehand: clear the baseboards, secure the pets, leave the gate unlocked.

Then the guarantee, which is what makes the plan worth paying for between visits. The common promise is a free re-service if pests come back before the next scheduled treatment. Put the limits in writing too: how quickly you'll come out, and what voids it.

Last, the terms: the price, how often it bills, when it renews and how the customer cancels. Put all of it in one agreement the customer signs before the first charge, and have the wording checked against the pesticide notification rules where you work, because they differ between states and provinces.

Where the free template runs out

Search for pest control service agreement software and most of page one is a downloadable contract. A template is a fine starting point for the wording. It doesn't do any of the work that comes after the signature, so all of that lands on whoever runs your office.

Somebody has to get the thing signed and keep the signed copy where it can be found. Somebody has to take the payment on the right day every month and notice when a card expires. Somebody has to work out that the Nguyens are due their spring treatment in April and the café on Main Street is due every month. And somebody has to spot the termite renewals coming up next month with last year's price on them.

A spreadsheet handles that for a few dozen accounts. Past that, treatments get missed and failed cards go unnoticed until the customer calls about a problem.

Bill monthly, treat quarterly

A lot of residential pest plans are sold as a monthly payment for a quarterly service, because a small monthly amount is easier to say yes to at the door. Service Plan Pro runs exactly that: the plan bills monthly or yearly, and the visit frequency is set separately. Card-billed plans charge the customer's card through your own Stripe account on each renewal date and send the receipt automatically. The money lands in your account, and Service Plan Pro takes no cut of it.

When a card fails, Stripe retries it over several days, the customer gets an email with a link to update it, and the plan shows as past due in your dashboard beside the revenue at risk. Customers get a renewal reminder before their date, and the agreement renews on the same terms until somebody cancels it.

Signing up is something the customer can finish on their own. A shareable enrolment link lets them pick the plan, fill in their details, sign the agreement and enter a card from their phone, so the tech can send it at the end of the first treatment. Existing accounts come across from a CSV, an Excel file or Google Sheets, each with their own agreement to sign. The service agreement billing page covers both billing methods in full.

Getting the treatments on a calendar

The treatment schedule is worked out from each customer's own start date, so a quarterly route fills evenly across the year instead of every new account landing in the same week. You pick monthly, quarterly, every six months or annual per plan, which covers a quarterly home plan, a monthly restaurant account and a yearly termite inspection on the same system.

Every due treatment shows on the Schedule page, the whole calendar downloads into Google Calendar, Apple Calendar or Outlook, you get a digest of tomorrow's visits each morning, and customers get a reminder ahead of theirs. The member portal shows each customer their own plan, perks, visits and billing, which heads off most of the calls asking when the next treatment is.

Pest control agreement software without replacing your routing system

Most pest control software is a full routing and dispatch platform, with agreements as one feature among dozens, which means switching everything to get the one piece you wanted. Service Plan Pro is the narrow version. It runs on its own with no field service app behind it, and it does four jobs: get the agreement signed, charge on time, put the treatments on a calendar, and tell you who is about to lapse.

You build each plan with a name, a price, a billing interval and a visit frequency, then add the pest control perk set or write your own. The agreement wording is yours too: edit the template under Settings and every new agreement uses it, with the plan name, price and perks filled in per customer.

Connect ServiceM8 and each due treatment becomes a job card on the dispatch board. Connect QuickBooks Online and paid invoices, their payments and your Stripe payouts post to your books once a day, each payout as one deposit with the fee on its own line. HVAC, plumbing and electrical companies run the same product, on HVAC maintenance agreement software, plumbing maintenance agreements and electrical service agreement software.

What it costs

Starter is $29 USD a month for up to 100 active subscriptions, Growth is $59 USD for up to 500, and Pro is $99 USD with no limit. Every plan includes signed agreements, card billing and recurring invoices, the treatment schedule, failed payment recovery and the member portal. There's a 14-day free trial with no credit card. Before you price yours, the maintenance plan revenue calculator turns a price, a visit frequency and a sign-up rate into what the program would earn over a year.

Pest control service agreements, answered