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ShieldBook for pest control

Plans, visits, and the history of every property you treat.

Pest control runs on plans: quarterly visits, monthly commercial service, the follow-up after a treatment. ShieldBook keeps the plan, the visits it includes and every treatment on the property's record, so each visit starts where the last one ended.

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01A pest control job in ShieldBook

Fieldstone Pest Control: quarterly service, ants in kitchen.

One job from the first call to what comes next, on the screens it happens on. Fieldstone Pest Control and everyone in it are invented for this page; the screens are ShieldBook's.

Choose a step of the Pest control job

Step 01 of 6

The visit that's due

Maya's year-round plan includes four visits; this is the third. The plan and its visits are on her record.

In ShieldBook
  • Memberships and member pricing
  • (In development)Maintenance due

Step 02 of 6

On the route

Jordan's day mixes homes and a cafe's monthly service. The job shows the property's note: the cat stays indoors, keep the door closed.

In ShieldBook
  • The technician's day on the phone
  • Properties and access notes

Step 03 of 6

The treatment

Ants are coming in along the back door threshold, and there's moisture under the sink. Treated, sealed, and written up.

In ShieldBook
  • Jobs and job summaries
  • Job photos

Step 04 of 6

The exclusion offer

A one-time treatment or treatment with exclusion work, with the member price shown on each option.

In ShieldBook
  • Estimates with options
  • Memberships and member pricing

Step 05 of 6

The invoice

The plan visit and the threshold seal from the price book, on one invoice, paid the same day.

In ShieldBook
  • Invoices
  • Payments, split payments and refunds

Step 06 of 6

Next quarter

The bait stations' history and the recommendation wait on the property for the next visit.

In ShieldBook
  • Equipment, warranties and service history
  • (On the roadmap)Recurring work and renewals

In development On the roadmapEverything else is built and working today.

02Built for pest control

What matters in pest control.

The plan is the business

Recurring revenue is what makes a pest control company steady. ShieldBook records each plan with the visits it includes, applies member pricing to everything else, and is building the view that shows every visit coming due.

  • Plans with their included visits and member pricing
  • A members view with every visit coming due(In development)
  • Recurring visits and renewals(On the roadmap)
  • Reminders before the visit(On the roadmap)

  • Every property's history

    What was treated, where, and when, recorded at the address for the next technician.

  • Homes and businesses

    Residential customers and commercial accounts on the same system, each with their own contacts.

  • Outreach when visits come due(On the roadmap)

    Confirmations and reminders that start from the plan on the record.

Other trades

Keep exploring

See ShieldBook on your pest control work.

Tell us about the jobs you run most. We'll walk through them in ShieldBook, step by step.

Request a demo

ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.