For solo and small pest control businesses Set the visits. Do the stop. Get paid.
An initial service this week, then the same home every quarter. Set the quarterly visit to repeat, log what you did at each stop, and send the invoice from your phone. Customers can pay it by card from the link. Card payments run through Stripe; its standard fees apply.
Available on the App Store and Google Play.
- Schedule in time windows
- Quarterly visits that repeat
- 7 pest control services, your prices
- A visit log for each stop
- Estimates and invoices by text or email
- Reports and what's owed
One day with OnsiteBoard
Five things you already do, in one app.
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Book.
Customers pick a day and a window on your booking link. Or paste their text, "Ants in the kitchen, want quarterly service": the name, phone, address and the job are filled in for you to check. Either way it lands in the app, and you confirm the booking.
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Drive.
Tap On my way. The status changes, a text to the customer opens with your message already written, and navigation opens to the address.
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Do the work.
A repeat visit opens with its services already on it. Write what you did and noticed in the visit log. For a one-time job, tap Draft: service lines are proposed from your notes and priced from your list, for you to check.
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Sign.
For a bigger one-time job, send the estimate first. The customer approves it from the link, or signs on your phone with the total above the pad.
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Get paid.
Send the invoice by text or email, with your terms at the bottom. The customer can pay by card from the link and add a tip. Card payments run through Stripe; its standard fees apply. Cash or check? Record it on the job.
What's in the box
What you get on day one.
Your day, in time windows
Jobs sit in the arrival windows you set, 8–10, 10–12, and so on, with a reminder before each one.
Booking requests from your link
Customers pick a day and a window on your booking link, and you confirm. Or paste their text, and the name, phone, address and job are filled in for you to check.
Pest control services, ready to go
Seven common jobs to start from, such as a $175 initial service and a $110 quarterly service, each with a starting price you change in Settings.
Quarterly visits that repeat
A new set of recurring visits starts as quarterly, with Quarterly pest service at your price. Change it to monthly, every 2 months or another rhythm.
First visit, then the rest
Tap Make recurring on an initial service job. The first visit keeps its own price; every visit after it is billed as the quarterly service.
A visit log for each stop
Write what you did and noticed. Add each product with the amount and, if you want, the area. Until you add a product on the new visit, the last visit's products show under Products applied.
Visit report by link
After a visit, send the customer a link they open, with the photos you choose.
Couldn't service
Gate locked, dog in the yard, customer asked to skip, weather: pick the reason and the visit closes as not serviced. You choose no charge, a trip fee or the full price. Charge a trip fee or the full price only if your customer agreed to it beforehand.
Stops in your order
Open the day's route and drag the stops into order. Recurring visits keep their place next time.
A heads-up the day before
Open tomorrow's visits and text each customer. Each text opens in your messages app for you to send.
Move a day
Move every visit that hasn't started from one day to another, same arrival windows. Then you get the list of customers to text.
Property, Pest and Found on the line
Service lines start with Property, Pest, Found and Service blanks. Filled in, they print under the line. Left empty, they don't.
Draft from your notes
Tap Draft and the service lines are proposed from the job's notes, for you to check. Prices come from your list only; you edit and save.
Bill each visit or by the month
Invoice each visit, or once a month: a flat monthly amount, or the month's completed visits added up.
Signed on your phone or online
The customer signs on your screen, with the total right above the pad, or approves the estimate from a link.
Paid by card, no reader
Customers can pay the invoice by card from a link and add a tip. Card payments run through Stripe; its standard fees apply.
Remind in one tap
Finished jobs that still owe money show the balance in red on your schedule, with a Remind button that writes the text for you.
Reports that answer the question
Money collected, tips included, jobs completed, average ticket and what's still owed, by week, month or year.
Also in there: customer search by name, street or phone, with every past job · import from a spreadsheet or CSV, export any time · deposits on estimates · one-tap On my way, with a ready-made text and navigation · alerts when a customer books, signs or pays · message templates · a PDF of every estimate and invoice · your terms at the bottom of every estimate and invoice · caller ID on iPhone · in the phone app, jobs save without signal and sync later · your trade in Settings, so the service list and the assistant fit pest control.
Quarterly service that repeats. Set it up once.
The first visit is one job. Every visit after it is the same stop on a schedule. Recurring visits start as quarterly, and you choose the rest.
- 1
Start from the first visit.
Put Initial pest service, $175 to start, on the job and tap Make recurring. The first visit keeps its own price.
- 2
The repeat service takes over.
Every visit after it is billed as Quarterly pest service, $110 to start. Change the line or the price before you save.
- 3
Pick how often.
Quarterly to start. Monthly, every 2 months, every 4 months, twice a year and yearly are there too.
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Choose the billing.
Each visit, or monthly: a flat amount, or the month's completed visits added up. Monthly invoices wait in Alerts for you to review and send.
A single visit can be skipped, and a customer's visits can be paused or stopped from their card. When you change the price, you pick the day it starts; visits before that day keep the old price.
Start free trial
A Book Online button for your website.
Every account comes with its own booking page. Put the link behind a button on your website, or anywhere you list your business, and customers send a booking request for a window you're free; you confirm it with one tap.
- Your windows. The page offers the arrival windows you set in Settings, and nothing else.
- Only times you're really free. The page reads your schedule, including jobs you put in by hand, so a customer can't book on top of work you already have.
- Notice you control. Set the earliest day in Settings: one day means a full 24 hours from the moment they book.
- It lands in the app for you to confirm. Name, phone, address and what they need done, in the arrival window they picked, with an alert on your phone. Tap Confirm booking and the customer gets their confirmation email.
- Written for your trade. The "What needs doing?" box and its example follow the trade you picked: "ants in the kitchen, want quarterly service".
- One window, one request. Two people on the page at once can't both take the same window.
<a href="https://onsiteboard.com/book/your-link">Book online</a>
Copy your own link from Settings → Your online booking link.
Two small things you'll use every day.
Know who's calling.
Your customers' names show on incoming calls, even when they're not in your contacts. Pick up knowing it's a customer. iPhone only.
A text becomes the customer.
Paste the message and tap Fill in from message. "Ants in the kitchen, want quarterly service…" becomes the customer's name, phone and address, with the job in the notes, for you to check. Then save and add the job.
Send the invoice from the truck.
Text the invoice. The customer opens it, signs it, and can pay by card and add a tip. Card payments run through Stripe; its standard fees apply. No app on their side. No card reader on yours.
- A hosted invoice page. Every estimate and invoice is a link you send by text or email. The customer sees the line items, the Property, Pest and Found lines you filled in, the totals and the balance due. No account, no download.
- Sign online. The customer signs to approve, right on the page. An estimate can be declined, too, and you're told either way.
- Card payments. The customer can pay the balance by card from the invoice page. Card payments run through Stripe; its standard fees apply. The customer's card number never touches OnsiteBoard.
- Tips, built in. The invoice page offers no tip, 10%, 15% or 20%. Each tip is its own line in the job's payment history.
- The deposit counts. Money taken on the estimate shows as Paid so far, so the customer only pays the balance.
- Your Stripe account. You connect your own Stripe account from Settings, inside the app. Stripe may ask to verify your identity.
- Cash and check, too. Record any payment on the job. Reports show what's been paid and what's still owed; the job's payment history shows each payment and each tip.
- Still unpaid? Remind in one tap. A finished job that still owes money shows the balance in red on your schedule. Tap Remind and a text with the amount and the invoice link is ready to send.
Same account. Bigger screen.
The browser dashboard is for the evening at the desk: the week, the quotes, and who still owes you.
- Today at a glance. What's on today, what came in this week, what's outstanding.
- The week as a grid. Your time windows down the side, days across. An empty cell is a free window.
- Today's stops, in order. The drive between each pair in miles and minutes, and a map, all estimated from the addresses on the jobs. Open the whole day in a maps app in one click.
- Needs attention. Unpaid invoices by age, and payments and bookings as they come in.
Nothing to install. Same sign-in as the phone. Book jobs, edit customers, send invoices, run reports and export CSV, with a keyboard.
Bring your customers and jobs with you.
Export a customer list or a job history from your old app or spreadsheet, as .xlsx or CSV, and pick it in Customers. A job history comes in too: each past job with its total and payment, so your work history and revenue reports are there from day one. OnsiteBoard works out which kind of file it is and shows you what it found before anything is imported.
It's built not to double anyone up. Every row is matched against the customers you already have — by phone number first, then by name and address. A match only gets its blank details filled in, nothing you typed is overwritten, and a repeat is skipped. Run the same file twice and you get the same customers, not two of each. Everything exports back out any time.
One plan. Every feature.
Try all of it free for 14 days. No card needed to start.
or $479.00 a year (about $39.92/mo). Save about $120 a year with the yearly plan, compared with paying monthly.
- Online booking, signatures and payment reminders are in the one plan. No add-ons, no higher tier.
- 14 days free, no card to start
- iPhone, Android and the browser dashboard, one account
- Cancel anytime in your App Store or Google Play settings
Billed through the App Store or Google Play; renews until you cancel. You can start in a browser. The plan itself is bought in the iPhone or Android app. After the trial, without a plan, your jobs, customers and invoices stay viewable and exportable. Creating new work and sending documents by email from OnsiteBoard need a plan. Stripe's card processing fees are separate.
More on this: Card payments · Online booking · Payment reminders · Import customers · Move your data from another app · Job estimate template
Questions pest control operators ask
Can I set quarterly service to repeat?
The first visit costs more. Does every visit get that price?
What does the visit log keep?
Can I show the customer the visit was done?
The gate was locked. What do I do with the visit?
Can I text customers the day before?
Are the service prices set for me?
Can I bill once a month?
Where do I note the pest and what I found?
Where do gate codes go?
Can I charge per room or by the hour?
Can I take a deposit before a bigger job?
Does it work for other trades?
Do I need a card reader?
Does it work offline?
Can I import my customers?
What about Android?
Can my customer pay without an account?
What happens after the trial?
Is my data mine? Can I export it?
Do you track my location?
Can it draft my invoice?
A customer texted me instead of booking. Do I retype it?
Free pest control invoice templateFree pest control estimate template
Start with this week's visits.
Download OnsiteBoard, pick Pest control when you sign up, add this week's visits, and send your first invoice from your phone. 14 days free, every feature, no card to start.
Available on the App Store and Google Play.