In pest control, from contract to visit, from field to document, from document to payment collection.

A pest control company's entire operation: customer messages and complaint requests, customer locations (central kitchen, warehouse, branch), periodic contracts, visit plan and calendar, the service form the technician fills out on site, station checks, the Biocide Product Application Form and other documents, biocide product stock, deals, installments and payment collection. Office, technician, customer and manager all work from the same record; everyone sees only what their permissions allow.

You enter the contract once with location × service × frequency items: for example, pest control every month at the central kitchen, station checks every two weeks at the warehouse; you also pick the preferred day and time. When you start the contract, visits for the next 60 days (the period is adjustable) are added to the calendar as appointments, and the rest are added automatically each day. Every visit is an appointment on the calendar; when you drag a visit to another day or technician on the Plan screen, the appointment moves with it.

The Biocide Product Application Form is issued under the Regulation on the Application Procedures and Principles of Biocidal Products: company name and address, application permit number and date, responsible manager, certificate numbers of the applicators, the site of application, target pest, license number of the products used, active ingredient, antidote, quantity, method and area of application, station check summary, findings, safety measures, customer and applicator signatures, responsible manager signature and stamp. Companies operating abroad can choose a general service report format in settings.

When the visit is completed, the document is given a number (like UIF-2026-00001) and a verification link; the QR code opens this link. When an inspector or customer scans the QR code, they see which company issued the document and on what date. If the visit is reopened for correction, the same link says the document is currently invalid, so an old printout does not circulate as a valid document.

No. The technician logs into the technician panel from the browser on their phone with a phone number and password; the manager generates the password on the Team screen. The panel does not use a CRM seat and can be added to the home screen and used like an app. The technician only sees the jobs assigned to them: today, tomorrow, 7 days and overdue. Whether they see the visit price is set in settings.

The technician panel opens even without a connection. Application, station check, finding, photo and payment collection records are queued on the phone and sent automatically once the connection returns; the same record is never written twice. Completing a visit (document number and stock usage) requires a connection; the panel states this clearly.

Stations such as rodent bait stations, live catch traps, glue monitors, pheromone traps and EFK / light traps are added to the location, their positions are marked on a floor plan image, and QR labels are printed. The technician scans the label and enters activity, bait consumption, number caught and station status (intact, damaged, missing…). If the consumption threshold is exceeded or activity repeats, a finding opens automatically and lands on the task board; the trend for the last 6 months at the location is visible. For a company with only residential customers, the station screens stay hidden.

Yes, if the setting is on, the applied amount is deducted from stock when the visit is completed: from the technician's vehicle stock or from the warehouse you choose. If the visit is reopened for correction, the deducted amount is returned to the warehouse; when it is completed again it is not deducted a second time. If the application unit does not match the stock unit, the product is skipped and the product that could not be deducted is shown. Biocide products are defined with license number, license expiry, product type (PT14, PT18…), active ingredient, antidote and safety data sheet.

You create a portal link that requires no login for the customer. On this link the customer sees upcoming visits, completed treatments and their documents, a pest station monitoring summary and open findings; and prints the period file for inspection. Payment links you create in the panel appear under “Pending payments.” If the setting is on, the customer reports a complaint or urgent request through the portal; the report lands in the Requests list. You set how long the link stays valid and you can cancel it at any time.

Price, installments and payment collection are kept on the deal record in the CRM; a contract is linked to a deal, or a deal is created from a contract. The monthly fee is entered into the payment plan as an installment, the payment is taken through the payment form and applied to installments in order; an overdue installment shows on the contract. If a technician collects payment at the door, they report it from the panel; once the office approves the collection, it is written to the deal's payments — if it is rejected, it is not recorded.

A task is opened for the responsible person 30 days before the biocidal product license and the technician's applicator certificate expire, and 14 days before equipment calibration. Anyone trying to add a product with an expired license to the form sees a warning. A renewal task opens the number of days you set before the contract ends; if automatic renewal is on, a new draft is prepared with the same items and prices for you to review and start. Visits that are scheduled but not completed within 1-7 days also become tasks.

Because every visit is an appointment on the calendar, visit reminders go out with your appointment reminders if they are turned on; the template, time and channel are managed in the appointment notification settings. Messages with documents, the portal link and visit information open as ready drafts in the message center; you review them before sending. The module does not send bulk messages to customers on its own.