Plans book themselves
Quarterly, bi monthly, and monthly plans sit on the calendar as recurring work for the length of the agreement, so nobody is rebooking the same customer four times a year.
- Recurring jobs
- Schedule
Pest control is a recurring plan business with a paperwork problem. The customer buys quarterly service, the technician has to document what was treated and where, and the office has to keep a history per address that holds up months later.
It needs to run recurring service plans without anyone rebooking them, give the technician a checklist that captures what was treated and photos of the conditions, and keep the whole history attached to the address rather than to a person. Billing then rides on the plan.
The same tools every Pinstripe Fleet customer gets, set up the way this trade runs.
Quarterly, bi monthly, and monthly plans sit on the calendar as recurring work for the length of the agreement, so nobody is rebooking the same customer four times a year.
A required checklist walks the tech through the service, photos capture conditions and treated areas, and the customer can sign on the phone before the tech leaves.
Every visit, photo, and note stays on the customer and the service location, so the next tech sees what the last one found and the office can answer a question from six months ago.
Share a portal link the customer opens without an account, verified with their ZIP or the last four of their phone. They see the visit, the notes you chose to share, and the bill.
Setup starts you with recurring service plans on the calendar, a service list built around plan types and one off treatments, a required technician checklist with photo capture, and per visit or per plan billing.
Yes. The plan runs as recurring work on the calendar, and a callback is a one off job on the same customer that drops into an open slot. Both show up in the same service history for that address.
Yes. Every visit keeps its checklist answers, photos, notes, times, and who performed it, on the job record and on the service location. Sensitive changes are written to a history you can review.
You can share a portal link that shows the visit and what you chose to share, with no login for the customer to remember. The link can be turned off at any time.
No. It records what your technician documented on the job, including checklist answers and photos, and you can export that. It is not a filing system for state pesticide reporting.
The same platform, set up for a different trade.
Bring three jobs you ran last week and we will build them in front of you. If it cannot handle your real work, you will know in twenty minutes.
Pinstripe Fleet Management is built and supported by Pinstripe Business Services.