A custom CRM for pest control.
We built a business tool to centralise clients, generate quotes, invoices and contracts, schedule visits, write field reports and keep accounts in sync, all from one platform.
4
business documents generated from a client record: quotes, invoices, contracts and certificates
5
user roles with tailored access permissions
100 %
of service visits tracked, from scheduling to field reports
1
platform connected to Zoho Books to keep accounts in sync
The client specialises in rodent and pest control services.
Its operations cover the full customer journey: qualifying clients, preparing quotes and contracts, scheduling visits, writing field reports, invoicing and tracking payments.
Before the project, these steps were spread across several tools. Business documents were re-entered manually, invoices were missed after visits, and managers lacked a reliable view of operations.
Fragmented, repetitive workflows.
Each client account involved numerous manual steps. Quotes, invoices, contracts and certificates had to be recreated every time, consuming considerable time and increasing the risk of errors.
The link between fieldwork and invoicing was unreliable. A visit could be completed without an invoice being issued, while field reports were difficult to structure and retrieve.
With data scattered across systems, managers lacked a clear view of clients, signed contracts, unpaid invoices and overall activity.
Time-consuming paperwork
Missed invoices after service visits
Data scattered across tools
Limited visibility for managers
Unstructured field reports
Paper signatures and back-and-forth
A purpose-built CRM for the entire customer journey.
We developed a custom platform as a single workspace for client management, document creation, visit scheduling, field reports, invoicing, signatures and operational tracking.
The aim was to reduce repetitive paperwork, prevent gaps between service delivery and invoicing, and give managers a reliable view of the business, with Zoho Books connected for accounting.
Twelve modules built for the business.
Client management
Business and residential client records with contact details, addresses, internal notes, documents, visits, history and the sales representatives responsible for each account.
Quotes, invoices & certificates
Generate quotes, invoices, contracts and certificates from services, products, tax rates and templates, with pre-tax and tax-inclusive totals calculated automatically.
Electronic signatures
Send quotes and contracts through a secure, token-based link for clients to sign. The app records who signed and when.
Scheduling & service visits
A calendar of scheduled, completed and cancelled visits, linked to clients, technicians and status, with records of products used, traps placed and field notes.
Service reports
A structured form covering methods, active substances, HACCP information, treated areas, observations, recommendations and the next visit.
Annotatable floor plans
Add and annotate floor plans or sketches directly in the app to document trap locations and improve operational traceability.
Dashboard & billing alerts
An overview of business activity with billing alerts for completed visits without invoices, accepted quotes not yet invoiced and unpaid invoices.
Catalogue & settings
Fully configurable products, services, treatment methods, contract templates, VAT rates, legal details and payment methods.
Roles & access permissions
Administrators, technicians, technical sales staff, sales representatives and sales managers each access only the data relevant to their responsibilities.
Activity history & tasks
Log key actions including client creation, signatures, assignments, payments and Zoho sync, while tracking tasks and deadlines.
Zoho Books integration
Sync clients, quotes, invoices and taxes with Zoho Books and send documents to keep the CRM and accounts aligned.
Backups & security
Automatic and manual Firestore backups, data restoration and sensitive operations handled centrally in the Firebase backend.
Before and after.
Before
- Quotes, invoices and contracts re-entered manually
- Frequent gaps between service delivery and invoicing
- Unstructured field reports that were hard to find
- Paper signatures with repeated back-and-forth
- Data scattered across multiple tools
- Limited visibility into revenue and unpaid invoices
- Accounting kept separate from client management
After
- Documents generated in a few clicks from a client record
- Automatic detection of billing issues
- Structured, traceable service reports
- Electronic signatures through secure links
- One place to manage the entire customer journey
- A clear dashboard for operations and payments
- Continuous synchronisation with Zoho Books
Centralised, efficient and traceable workflows.
Business documents are now generated in a few clicks from the client record, using configurable services, products and templates. Time spent on repetitive tasks is significantly reduced.
The connection between fieldwork and invoicing is now reliable. The platform automatically flags completed visits without invoices, accepted quotes not yet invoiced and unpaid invoices.
Every visit is tracked through a structured report, and managers now have a clear view of clients, signed contracts, unpaid invoices and revenue.
Zoho Books integration keeps the internal CRM and accounts aligned, without duplicate data entry.
Faster document creation
Quotes, invoices, contracts and certificates generated in a few clicks from a single client record.
Fewer missed steps
Billing issues are automatically detected between service delivery and invoicing.
Traceable field operations
Every visit is documented in a structured report, including HACCP information.
Tailored workflows
Configure catalogues, services and templates without re-entering the same content.
Better visibility
Clients, signed contracts, unpaid invoices and operations in a single dashboard.
A look at the platform.
Are your quotes, service visits and invoices still managed in separate tools?
We can build a purpose-built CRM around the way you work.