The quarterly is the business and the log is the license. Set the service to repeat, log every application on the job, prep the customer before the visit, and let the recurring invoice bill it.
Set the service to repeat quarterly (or monthly, or every 2 weeks) and completing this visit books the next. The customer's hub shows it; the reminder texts the arrival window; the tech sees the day on the phone.
Define your products once — name, EPA registration number, unit — and log each application on the job: rate and amount, area and target pest, who, when, and the re-entry interval. Each log is a snapshot, so it cannot change after it is filed.
Attach a customer prep checklist to the job and it goes to their phone before the visit — no login needed. A recurring invoice issues itself for the standing accounts; every invoice carries an online pay link and automatic reminders.
Every item is a screen you can open the day you sign in.
The service repeats, the log is filed, the invoice sends itself.
The product and its EPA registration number, the rate and amount, the area and target pest, who applied it, when, and the re-entry interval. The product details are snapshotted onto the log at the time, so a later catalog edit never rewrites a filed record.
Yes. Each job has its own repeat — weekly, every 2 weeks, monthly, quarterly or seasonal. Completing a visit books the next one on its own cadence.
Yes. A customer checklist set to go before the job is sent to their phone by link — clear the counters, crate the dog — and they tick it off without logging in.
Yes, if you want them. Homeowners post jobs in the Hire-a-Pro marketplace; jobs matched to your trade and service area land in your Requests queue with no per-lead fee. Local leads are included on the Business plan, or you can add the Local Leads module to Starter or Pro for $49/mo.
Starter covers the CRM, scheduling and calendar, quotes and invoices, the customer email inbox, the time clock, free CRM import and the mobile app. Pro adds the client portal, e-sign approvals, the dispatch board, GPS time clock, marketing automation, reviews, job costing, payment plans and the website builder. Business adds accounting with bank feeds, sales tax, payroll, the sales pipeline, the ads manager and local leads. Prices are on the pricing page.
Yes. It runs full-size in any browser on your computer, and on a phone it installs to the home screen straight from the browser. Same account, same data, whichever you pick up.
Yes. Import clients, quotes and inventory from spreadsheets or the app you are leaving. It is included on every plan, and your data stays exportable afterwards.
It repeats. It logs. It bills.
