Requirements checklist
What to ask for when choosing software for pest control companies.
A checklist built from how pest control companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Service scheduling by area
- Treatment record per visit
- Chemical stock and issue
- Sprayers, foggers and safety records
- Service reports for commercial clients
- Contract renewals and visit history
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the scheduling desk
- For technicians
- For accounts
Reports to ask for
Ask to see each one with your own sample data.
- AMCs due for renewal in the next month
- Visits scheduled against visits completed, by technician
- Missed and rescheduled visits
- Chemical use by job, by technician, and by month
- Outstanding dues by customer
- Repeat complaints within the treatment’s warranty period
- Lead to contract conversion by source
Systems it may need to connect to
Note which ones you already run.
- Accounting software export
- SMS
- Google Maps
- Wallet and card gateways
Questions for any vendor
Put these to every supplier you are comparing.
- Can it handle AMC renewals?
- Is there an app for technicians?
- Can it plan technician routes?
- How is chemical usage tracked?
- Do customers receive a service report after each visit?
- Can invoices go across to our ledger?
- How are AMC customers moved from Excel?
- Who owns the customer and contract data?
- What does it cost?
- We are just starting out. Do we need this?
- How quickly can technicians start getting jobs on it?
- What does a pest control firm have to gather?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Quarterly visits are missed
- Chemical stock does not add up
- The audit report cannot be produced
- An urgent call-out breaks the route
- Termite warranties are hard to check
Prefer to talk it through? See the pest control companies page.