Pest control software · Built on Salesforce

Pest Control Quoting Software

Survey the site, send a professional quote, get it signed online and turn it straight into work.

ServiceTracker brings surveys, quotes and estimates into the same system as your contracts, scheduling and invoicing. Technicians and surveyors can build a quote on site, and customers can accept it with an e-signature from any device.

When a quote is accepted, ServiceTracker converts it into a contract and the jobs that go with it, so nothing has to be typed in twice. You can also see your conversion rate, which quotes are waiting, and which ones need chasing.

Book a demo See pricing (from £63/month)

ServiceTracker invoice record in Salesforce with total, status, credit control and buttons to email, save as attachment and send to finance — A ServiceTracker invoice: line items, totals, status and credit control, with one-click Email, Save as Attachment and Send to Finance.

What should pest control quoting software do?

Quoting is where revenue starts, so it needs to be quick, accurate and easy for the customer to say yes to. Good quoting software should:

Capture the survey, including site details, pest issues, photos and recommended treatments.
Price consistently using your price books and products.
Look professional, with your branding, terms and conditions.
Make acceptance easy, with an online e-signature.
Turn a yes into work, creating the contract and jobs automatically.
Show what’s converting, so you can follow up the quotes that matter.

Quoting and survey features

Site surveys

Record the survey on the mobile app, with photos, findings, pests identified and recommended treatments.

Quotes and estimates

Build quotes from your price books and products, with optional extras, discounts and VAT.

E-signature acceptance

Customers review and accept the quote online with an e-signature, with the date and name recorded.

Automatic conversion

Accepted quotes become contracts and jobs, ready to schedule.

Quotes from recommendations

Turn recommendations from a visit into a quote for proofing or extra work.

Conversion tracking

See open, accepted and declined quotes, your conversion rate and which ones need a follow-up.

See quoting in ServiceTracker

Short videos from our ServiceTracker training library.

Creating Quotes and Invoices

Signature Capture

From survey to signed quote

Survey. Record the site, the problem and your recommendations, with photos.
Quote. Build the price from your price books, and add terms and optional extras.
Send. Email the quote, branded with your logo, straight from ServiceTracker.
Accept. The customer signs online, and you are notified straight away.
Convert. The contract and jobs are created automatically, and the work is ready to schedule and invoice.

For sales teams

Faster quotes, fewer errors and a clear view of what is waiting for a decision.

For the office

No re-keying: accepted quotes turn into contracts, jobs and invoices.

For your customers

A clear, professional quote they can accept in a couple of clicks.

Why pest control companies quote with ServiceTracker

Because quoting, contracts, scheduling and invoicing all live in one system built on Salesforce, the price your customer agrees is the price that gets scheduled and invoiced. Your pipeline, conversion rate and revenue are all reported in one place.