Setting Up Recurring Contracts

Recurring contracts form the backbone of many pest control businesses. ServiceTracker automates scheduling, invoicing and contract management, reducing administration while ensuring customers receive visits on time.

Creating a Contract

Start by creating a new service contract for the customer.

Typical information includes:

• Contract dates

• Visit frequency

• Service type

• Pricing

• Billing schedule

• Assigned technician or team

Visit Scheduling

ServiceTracker can automatically generate visits based on your chosen frequency, such as:

• Weekly

• Monthly

• Quarterly

• Six-weekly

• Annual

• Custom intervals

Generated visits appear in the scheduling board ready for allocation.

Recurring Billing

Invoices can be produced:

• Every visit

• Monthly

• Quarterly

• Annually

• On custom billing cycles

This helps keep invoicing aligned with contractual agreements.

Managing Changes

If a customer changes frequency or adds additional sites, simply update the contract and allow ServiceTracker to manage future visits automatically.

Best Practice

• Review contracts regularly.

• Monitor upcoming renewals.

• Use reminders for expiring agreements.

• Check generated visits before each scheduling period.

Summary

Automating recurring contracts reduces manual work, improves consistency and ensures no scheduled service is overlooked.