Pest control software · Built on Salesforce
Pest Control Contract Management
Every contract, visit frequency, price and renewal in one place, with the visits and invoices created for you.
Pest control runs on contracts: routine inspections, call-out cover, EFK servicing, bird work and one-off treatments. ServiceTracker holds every contract against the customer and site, with what is covered, how often you visit and what you charge.
From the contract, ServiceTracker creates the visits, sends them to scheduling and raises the invoices. You can see which contracts are due for renewal, which sites are behind on visits and what each contract is worth.
What should contract management software do?
A contract is a promise to your customer. Contract management software should help you keep it:
- Record what is covered, at each site, by service type.
- Set the visit frequency and create the visits automatically.
- Hold the pricing and billing schedule, so invoices are right first time.
- Track compliance with the contract, visit by visit.
- Warn you about renewals and price reviews before they are due.
Contract management features
Contracts and jobs
Hold contracts and one-off jobs against each customer and site, with services, terms and contacts.
Visit schedules
Set routine visit frequencies and ServiceTracker creates the visits for scheduling.
Pricing and billing
Store contract values and billing frequencies, and raise invoices automatically.
From quote to contract
Accepted quotes become contracts with no re-keying.
Multi-site customers
Manage contracts across many sites for one customer, with a customer portal to match.
Renewals and reviews
See contracts due for renewal, and report on contract value and profitability.
See contracts and jobs in ServiceTracker
Short videos from our ServiceTracker training library.
Using the Portfolio View / creating Jobs
How a contract runs in ServiceTracker
- Agree. A quote is accepted, or a contract is set up by the office.
- Schedule. Routine visits are created at the right frequency and planned into technicians’ routes.
- Deliver. Technicians complete visits in the mobile app, and service reports go to the customer.
- Invoice. Invoices are raised on the contract’s billing schedule.
- Review. Check visit compliance, value and renewal dates before each renewal.
For managers
A clear view of every contract, its value and whether it is being delivered.
For the office
Visits and invoices created from the contract, with no spreadsheets.
For your customers
The service they agreed to, delivered and evidenced on time.
Why contract management matters
Missed visits and missed invoices both cost money. Because ServiceTracker links contracts to visits, reports and invoices, you can prove every visit was done and make sure every one is billed.
Related: quoting · scheduling · invoicing · service reports · all features
Contract management FAQs
Can ServiceTracker create visits from a contract?
Yes. Set the visit frequency on the contract and ServiceTracker creates the visits ready to schedule.
Can I manage customers with many sites?
Yes. Contracts can cover many sites for one customer, with reporting across all of them.
Does it handle one-off jobs as well as contracts?
Yes. One-off jobs and call-outs are managed alongside routine contracts.
Can contracts be invoiced automatically?
Yes. Contracts hold the billing schedule, and invoices are raised from it.
Keep every contract on track
Book a demo to see contract management in ServiceTracker.