Why record what pests were found?
Because the pattern tells the story. A property with roaches in March and August needs a different approach than one where you see them once a year. The history decides the next treatment.
How does it manage prevention plans?
A property is enrolled in a named plan (like quarterly exterior treatment) with its own interval, so the route automatically includes it and the technician sees what is covered by the plan.
Can it track chemicals used?
Yes. The treatment record shows what was applied and how much, so you have a history for liability and the technician can avoid re-treating with the same chemical.
Can I import my customers?
Yes. You can move existing customers and history into the free CRM foundation and keep working; phone, AI Receptionist and other paid operating capabilities are added through Business Core when you need them.
Is the pest control CRM really free?
Core is $0 forever for CRM, customers and jobs, a basic pipeline, basic booking and calendar, and one production employee. Business phone and the AI Receptionist start with Copper.
Why is the record the property and not the customer?
Because pests live at an address. A landlord with several units or a restaurant group with several sites is one customer and many properties, and each address has its own findings, treatments and plan. Keeping them apart stops one unit's roach history from being read as another's.
Can I keep a one-time treatment separate from a recurring plan?
Yes. A one-time roach or wasp treatment is a job on the property; a quarterly plan is an enrollment with its own interval. A single call does not turn into a standing route unless you enroll it.
How do I handle a re-treat after the first visit?
Book the follow-up as a job on the same property. The technician opens it and sees what was applied and where, so a bed bug second pass or a roach re-treat starts from the first visit's notes.
Can I record bait stations and traps per property?
You can note where each bait station or trap sits in the property record, so a rodent trap check or a termite bait check begins at the right spot instead of a search of the yard.
Does it work for termite jobs that run over months?
Yes. The inspection, the treatment and each later bait check are visits on one property, so a termite job that spans months reads as one dated story rather than separate tickets.
Can residential and commercial accounts live together?
Yes. A restaurant with a monthly inspection and a house with a quarterly perimeter service are both properties with their own plan and interval. They share the calendar and keep separate histories.
Where do I put gate codes, dogs and access notes?
On the property. The note shows on every visit, so the technician sees the locked crawlspace, the dog in the yard or the tenant who must be home before arriving, not after knocking.
Can I note which customers have pets or children?
Yes, as a note on the property that the technician reads before choosing a treatment. The CRM does not pick products or judge safety; that decision stays with your licensed technician.
Does it calculate dilution rates or manage licensing?
No. It records what was applied on each visit so the history is there when you need it. State licensing, reporting and dilution math stay in the records your regulator requires.
What happens when an infestation comes back?
The property history shows the earlier findings and treatments, so you can tell a returning problem from a new one. The follow-up becomes a visit on the same record, not a fresh customer with no past.
How do I follow up a customer who only asked for a price?
Put the inspection request or plan quote in the pipeline. It stays visible until it is booked or closed, so a homeowner who asked about quarterly treatment last week is not lost behind the day's calls.