Proposals & Estimates
Pest Control Estimate and Proposal Software That Gets Agreements Signed Faster
Build accurate estimates from your own pricing, send a branded proposal the same day, and get the service agreement signed at the property — with the renewal date already tracked.
One-time treatments, recurring plans, termite bonds, and commercial scopes of work
8:20 AM · Building the estimate
Pest pricing isn't a materials list. It's structure, area, pest, and frequency, and the same house quoted by two technicians should come back with the same number.
Estimates built on how pest work is actually priced
Pest pricing isn't a materials list. It's structure, area, pest, and frequency — and the same house quoted by two technicians should come back with the same number.
- Set service levels, treatment protocols, and pricing by branch or service division, so estimates stay consistent across the business rather than varying by whoever wrote them.
- Price the initial service and the ongoing plan separately, which is how recurring pest work is actually sold — a heavier first visit followed by maintenance.
- Build several versions for the same property with unlimited edits, so a tiered good, better, and premium conversation doesn't mean starting again.
- Use automated calculations from your current rate card to reduce pricing errors, protect margin, and stop reps quoting from memory at the door.
10:05 AM · Sending the proposal
A proposal that looks assembled in a hurry costs you commercial work against competitors whose paperwork looks like a company's.

Branded proposals without the rebuild
A proposal that looks assembled in a hurry costs you commercial work against competitors whose paperwork looks like a company's.
- Use templates that populate account details, service scope, target pests, treatment approach, and pricing automatically.
- Give technicians and sales reps the same branded templates the office uses, so what arrives by email and what's handed over at a door look like the same company.
- Send or print the proposal on the spot at the property, while the inspection findings are still in front of the customer.
- Include inspection photos and findings, which is what turns a number into a recommendation the customer understands.
11:40 AM · Getting the signature
Every day between agreement and signature is a day the customer can call somebody else.
Signed at the property, not back at the office
Every day between agreement and signature is a day the customer can call somebody else.
- Complete and sign service orders and agreements in the field, removing the office visit and the follow-up chase.
- Store completed agreements centrally with access online and offline, so the signed copy is available when someone asks for it a year later.
- Send signed agreements by email or SMS immediately, giving the customer their documents and letting service start sooner.
- Keep the signature, timestamp, and disclosures attached to the account — which matters for anything sold at a door under home-solicitation rules.

2:30 PM · Checking upcoming renewals
In pest control the signature isn't the end of the sale, it's the start of a multi-year revenue line. Termite bonds renew annually. Quarterly plans renew indefinitely. The money is in the ones that don't lapse.

The agreement is the asset. Renew it.
In pest control the signature isn't the end of the sale — it's the start of a multi-year revenue line. Termite bonds renew annually. Quarterly plans renew indefinitely. The money is in the ones that don't lapse.
- View, filter, and sort agreements by status, expiry date, branch, or technician to see pending signatures, active agreements, and upcoming renewals in one place.
- Track termite bond and warranty terms alongside recurring plans, including renewal dates and what each agreement actually covers.
- Send renewal agreements for e-signature straight from the field, so a technician already at the property can close the renewal instead of triggering an office task.
- Surface upcoming expiries as sales tasks ahead of the date, so a lapse becomes a call you make rather than a cancellation you discover afterward.
Agreement Tempplates
What a pest control service agreement needs to say
Vague agreements are where callbacks turn into arguments. These are the terms worth having in a template rather than writing fresh each time.
Scope and target pests
Which pests are covered and which aren't. "General pest" meaning one thing to you and another to the customer is the most common source of disputes on recurring plans.
Service frequency and structure
The initial service, the interval that follows, and what happens between visits — including whether re-services inside the interval are included.
Re-service and guarantee terms
How quickly you'll return if pests persist, and at what cost. Setting it in the agreement protects both the customer relationship and your route capacity.
Bond and warranty terms
For termite work: what the bond covers, retreatment versus damage repair, the annual renewal obligation, and what voids it.
Access and conducive conditions
What you need from the customer — access to a crawlspace, moisture issues corrected, harborage cleared — and what happens if it isn't provided.
Cancellation and renewal terms
Notice periods, automatic renewal language, and the cancellation rights that apply to agreements sold at the door.
PestBase gives you the templates and the record. It isn't legal advice — agreement terms and home-solicitation rules vary by state, and having yours reviewed locally remains your responsibility.
Frequently asked questions
Can we price differently by branch or service division?
Yes. Service levels, treatment protocols, and pricing can be set per branch or division, so a multi-location operation keeps consistent estimates without forcing one rate card across different markets.
Can a technician build and send a proposal from the property?
Yes. Technicians and reps work from the same branded templates the office uses, and can send or print the proposal on the spot with inspection findings attached. See the technician app.
Does it handle termite bonds and warranty renewals?
Bond terms, coverage, and renewal dates are tracked on the agreement record and surfaced ahead of expiry. See termite and WDO management.
Can we quote the initial service and the recurring plan separately?
Yes. Estimates can carry a one-off initial price alongside the ongoing plan price, which is how most residential recurring work is sold — a heavier first treatment followed by maintenance visits.
Where do signed agreements live?
On the customer and property record, with the signature and timestamp attached, accessible online or offline. Nothing sits in a separate signing tool or an inbox.
Can we send renewals without going back to the office?
Yes. Renewal agreements can go out for e-signature from the field, so a technician already at the property can close it during a routine visit rather than creating an office task.
Close faster and stay ahead of every renewal
Quote faster. Sign sooner.
Renew on time.
See how an estimate becomes a signed agreement and a tracked renewal on one record — bring a real quote and we'll build it with you.
Or call 1-888-678-6227

