Pest control software · Built on Salesforce
Pest Control Customer Portal
Give your customers 24/7 access to their reports, trends and documents, and take the calls off your office.
ServiceTracker’s customer portal gives each client a secure, branded login to their own information: service reports, trend analysis, quotations, invoices, action plans, Safety Data Sheets, COSHH information, certificates and company documents.
You decide what each customer sees. Information comes straight from ServiceTracker, so the portal is always up to date without anyone in the office uploading files.
Why pest control customers want a portal
Commercial customers, especially food, retail and facilities managers, need their pest control records to hand for audits, inspections and internal reviews. Without a portal, every request becomes an email or phone call to your office.
A customer portal helps you:
- Cut incoming enquiries by letting customers find reports and documents themselves.
- Win and keep contracts by showing transparency and professionalism.
- Support audits with trend analysis, action plans and documents in one place.
- Get actions done by showing customers the recommendations that need their attention.
Customer portal features
Branded portal
Create a professional, branded portal that reflects your business.
Service reports
Customers can view the service report for every visit, with photos and findings.
Trend analysis
Show pest activity over time with graphs, ideal for audited sites.
Actions and recommendations
Share action plans and recommendations so customers can see what needs doing, with photos as evidence.
Quotations and invoices
Customers can view quotations and invoices alongside their service history.
Documents and COSHH
Publish Safety Data Sheets, COSHH information, certificates, insurance and contract reviews.
You choose what to show
Start from our standard template and decide what each customer sees.
Manage portal users
Create portal users, reset passwords and deactivate users in a few clicks.
Secure 24/7 access
Customers log in securely at any time, from any device.
Report a pest sighting
Customers can report a pest sighting straight from the portal, so your team hears about problems sooner.
Everything at a glance
The portal home page shows the next scheduled visit, open and overdue actions, and visits completed in the last 12 months.
How the portal works
- Set it up. Configure and brand your portal, and choose what customers can see.
- Invite customers. Create portal users for each customer contact.
- Keep working. Reports, trends, actions and documents appear automatically as your team completes visits.
- Customers help themselves. They log in for reports and documents whenever they need them, including during audits.
Why choose ServiceTracker’s customer portal
- Built by pest controllers. Monitoring points, follow-ups, recommendations and audit trails are built in, not bolted on to generic job software.
- Built on Salesforce. ServiceTracker runs on the world’s leading CRM platform, and we’re an official Salesforce partner.
- One system, not five. Scheduling, the mobile app, reports, contracts, invoicing and the customer portal all share the same data.
- Always up to date. The portal reads from the same data your technicians record, so there is nothing to upload.
Related: BRC audit software · how customer portals improve service · portal tutorials · all features
Pest control customer portal FAQs
Does ServiceTracker have a customer portal?
Yes. Each customer gets a secure login to their own portal, which is highly customisable.
What can customers see in the portal?
Typically visit reports and company documents, plus trend analysis, action plans, quotations, invoices, contract reviews, Safety Data Sheets and COSHH information if you choose.
Can I control what each customer sees?
Yes. We provide a standard template and you decide what to show your customers.
Is the portal branded?
Yes. You can create a branded portal for your business.
How do I manage portal users?
You create portal users in ServiceTracker, and can reset passwords or deactivate users at any time.
Do I need to upload reports to the portal?
No. Reports, trend analysis and actions come straight from ServiceTracker as visits are completed.
Does the portal help with audits?
Yes. Customers can show reports, trend analysis, action plans and documents to auditors directly from the portal.
Can customers see photos?
Yes. Photos added by technicians are available to customers in actions and inspections.
Give your customers their own portal
Book a demo and we’ll show you the portal your customers would see.