Commission ladder
Progressive bonus tiers
Add progressive bonus commission once a technician crosses certain monthly revenue milestones.
Company schedule
Schedule, customer operations, service records, products, and billing in one operating system for your pest control team.
Built for owners, office teams, and schedulers who need control without clutter.
Owner / office access
Current workspace
Plan the week, shape the day, and keep the office in control.
Field team
Manage technicians, assign company assets, choose their main focus area, and keep office-only notes on the technician record.
Technician setup
Set the field user up once, then keep company assignments, main focus area, and office notes with that technician record.
Commission plan
Set the base commission, choose billed or paid revenue, and add a bonus rate above the monthly threshold.
Commission ladder
Add progressive bonus commission once a technician crosses certain monthly revenue milestones.
Assigned items
Commission workspace
Track technician commissions for the selected month, open any technician for the detailed breakdown, and keep service-type editing on its own page.
Commission analytics
Open to the chart first, change the month when you need to, and click into any technician to see their total and detailed service-by-service commission for that month.
Commission reports
Choose one technician and the months you want, then export either a summary report or a detailed line-by-line commission report.
Commission settings
Control company commission percentages by service type and set the revenue point where commissions begin. Service-type setup lives on the separate Service Types page.
Service type workspace
Manage the service types this branch uses. The Commissions settings page reads these service types and lets you assign commission percentages against them.
Service types
Click an entry to load it into the editor. The common service types are seeded automatically to help you get started.
Service type editor
Use this page for the service types themselves. Commission percentages stay on the Commissions settings tab.
Enterprise workspace
See branch-level activity in one place when the company is running multiple branches under an enterprise setup.
Customer accounts
Search customer records, open the account, or start a new customer without crowding the screen.
New customer
Set up the customer account, main contact, and primary service location.
Customer account
Main contact
Primary service location
Use this for soft continuity when the customer prefers the same part of the week.
These are hard scheduling days the route engine should respect.
Use this when the customer or site should never be serviced on certain days.
These timing rules will suppress risky website slots and push harder cases into office review.
Scheduling
Review service visits first, then open the full record or move into a dedicated scheduling screen.
New appointment
Pick the customer, location, and schedule details without leaving the office workflow.
Customer and location
Schedule details
Office notes
Service records
Search recent service reports, open the record, or create a new office report without overloading the screen.
New service report
Use one focused report screen for office-created service records.
Service visit
Service notes
Chemical library
Browse the catalog, open the product record, and only move into the edit screen when you need to update company product details.
Product workspace
Update the product record, dosage guidance, and attached documents from one focused screen.
Billing
Keep the billing screen focused on invoices first, then open the full record when you need to update it or record a payment.
New invoice
Use one focused billing screen for invoice updates, payment entry, and customer notices.
Invoice details
Payment entry
Email notices
Integrations
Customer access
Keep customer access, branding, and email controls in smaller office-friendly sections.
Portal access
Smart booking preview
Scheduling review queue
Recent portal logins
Create a login, share first access, and keep office-ready customer access in one place.
Portal branding
Email delivery and branding
Company SMTP
Email workflow controls
Choose whether each customer email stays off, is sent only when your team clicks it, or runs automatically from the workflow.
Email templates
Edit sample wording and preview branded messages for the most common pest-control emails: welcome, invoice issued, service reminder, tech on the way, service complete, billing reminder, invoice paid, and payment receipt.
Platform controls
Manage users, permissions, and payment controls in one cleaner workspace.
User management
Create and manage office-side users here. Technician records and technician logins are still managed from the Technicians page so their profile, assets, and commission setup stay together.
Permission controls
Choose what each role can do for your company. Owner always keeps full control, customer delete stays owner-only, and office can mark customer accounts active or inactive without deleting history.
Operating model
Choose the permission preset that fits how your company really runs scheduling: office-led, technician-led, or hybrid.
Plan level
Enterprise companies can turn on a corporate view that rolls up branch activity in one place for ownership and leadership.
Payments
Customer record
Service report
Service visit
Invoice record
Product record
Technician record
Commission detail