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
Build Accurate Estimates That Protect Your Margins
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
Pricing can vary by service type, treatment requirements, and frequency, so technicians need clear pricing rules to prepare estimates consistently.
- 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.
Create Professional Proposals for Every Service
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
Each proposal can include the relevant account details, treatment information, pricing, and inspection findings, while following the company's standard template.
- 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.
Get Agreements Signed Without the Office Delays
Every day between agreement and signature is a day the customer can call somebody else.
Signed at the property, not back at the office
The signing process can be completed in the field, with signed agreements, timestamps, and required disclosures recorded for future reference.
- 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.
Track Renewals Before Agreements Expire
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.
Renewal dates and agreement statuses help teams identify which termite bonds, warranties, and recurring service plans need attention.
- 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 Templates
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
1. What is pest control proposal software?
Pest Control Proposal Software is a digital platform designed to help pest control companies create, customize, and send branded proposals and service agreements. PestBase eliminates duplicate data entry by using predefined templates and reusable forms, allowing teams to quickly generate proposals with customer and property information. Proposals can be shared instantly with customers for review, approved using electronic signatures, and paid through online payment portals for billing.
2. Can I quote the initial service and the recurring plan separately using PestBase?
Yes. PestBase allows pest control companies to separate one-time initial service pricing from ongoing recurring service pricing. Teams can set different prices, billing frequencies, and service schedules for recurring plans, including monthly, quarterly, annual, or customized intervals. This makes it easier to present initial treatment costs separately from recurring pest control agreements and renewal offers.
3. Can a technician build and send a proposal from the property?
Yes. Technicians can create and send proposals directly from the property using the PestBase mobile app. Branded proposal templates can automatically populate customer and property information, while technicians can add inspection notes and photos from the field. Once the proposal is ready, it can be sent to the customer by email for electronic signature and payment, helping technicians close pest control sales on the spot.
4. Can customers sign pest control agreements electronically?
Yes. PestBase supports electronic signatures for pest control proposals, service agreements, and other documents. Customers can review and sign agreements directly from their device, eliminating unnecessary office visits and reducing follow-up delays. Once signed, the completed agreement can be sent to the customer by email or SMS so the pest control company can move forward with service.
5. Where are signed agreements stored, and can I access them offline?
Signed agreements are stored within the centralized PestBase system and linked to the relevant customer and property records. Teams can search and retrieve documents using customer or property information, with records maintained alongside the associated service history.
6. What happens after a customer signs a proposal using e-signatures?
Once a customer signs a proposal, the approved agreement can move into the next stage of the pest control workflow. Teams can schedule the service, assign the appropriate technician, generate billing, and provide the customer with a payment portal. This helps connect sales, scheduling, service delivery, and payments in one workflow instead of requiring teams to re-enter information across multiple systems.
7. Does the software support commercial and multi-location proposals?
Yes. PestBase supports proposals for both residential and commercial pest control services. For commercial customers with multiple properties or locations, teams can use standardized proposal templates while adding location-specific customer, property, pricing, and service details. This helps pest control companies maintain consistency across proposals while managing the requirements of different locations and accounts.
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