How is Planfix different from generic CRMs for pest control work?

Generic CRM tools focus on leads and deals while Planfix focuses on the full service lifecycle. You run visits, reports, callbacks, and claims in one workspace with Planner boards, Location fields, data tags, and Client Dashboards. You can adapt stages, fields, and workflows without code so the system matches the way your operation actually runs.

Can technicians use Planfix on site during visits?

Yes. Technicians can work in the mobile app during visits to follow checklists, review site history, capture photos, log chemical usage, and record time. Tasks are updated in real time so dispatchers and managers see progress on boards and calendars. If coverage is weak, technicians can capture data offline and sync when connectivity returns.

How fast can we start if we work in spreadsheets today?

Most teams start from spreadsheets and shared inboxes. You can import clients, sites, and schedules with simple CSV files and create basic boards in a few sessions. Many operations begin with one pilot region or one key client, often focusing on claims and callbacks first. After that, you add visits, checklists, and dashboards step by step.

How does Planfix support audits and compliance for pest control clients?

Planfix helps you stay audit ready by turning every visit into a structured record with time, route, photos, chemicals, and findings. Reports are generated from templates and kept with the full task history. Client Dashboards give QA teams read only access to current reports, so you do not resend files. Access controls and logs protect sensitive data.

Do we need developers to adapt Planfix to our processes?

You do not need developers to tailor Planfix to your workflows. You configure fields, statuses, boards, dashboards, and automation with no code. Templates for tasks, reports, and processes shorten setup, and you can extend the system over time as contracts change. If you need help, Planfix partners and support teams can guide configuration decisions.

Pest Control Operations Software

Keep Every Site Treated, Documented, And Protected

Keep every client site treated on time and fully documented when claims arrive. Planfix gives you one workspace for visit schedules, mobile checklists, reports, photos, chemicals, and claims. Planner boards, Location fields, data tags, AI Dataminer, and Client Dashboards tie everything together.

Configure your workspace

Live Schedule Of Visits

Evidence And Reports

Claims And Callbacks

Dashboards And KPIs

Live Schedule Of Visits

Maintain a prioritized schedule of visits and callbacks in Planner conditional lists for each technician.

See due, in progress, and overdue work on one real time board instead of scattered spreadsheets.

Give each technician a clear daily route with no silent overdue sites or forgotten callbacks.

Use Location fields and tasks on the map to group sites by area and build efficient routes.

Schedules in Planfix

Evidence And Reports

Equip technicians with site context, history, and guided checklists inside each task on web and mobile.

Use mobile forms to log findings, photos, and chemical usage in structured fields and data tags.

Generate consistent service reports from templates instead of manual copy and paste work.

Publish reports to the Client Dashboard so QA teams always see the latest version in one place.

Document templates

Claims And Callbacks

Turn complaints from email, phone, and messaging into tasks through email to ticket and telephony workflows.

Use AI Dataminer to extract claim details such as site, pest type, and dates into structured fields.

Link claims to previous visits, reports, and photos so investigators see the full picture in seconds.

Track time, travel, and materials with data tags and Project Totals to see the true cost of callbacks.

Telephony in Planfix

Dashboards And KPIs

Keep a real time horizon of visits with Planner and Project Totals so missed inspections become rare.

Roll up metrics such as on time visits, callbacks per site, and claim costs into management dashboards.

See which routes, sites, and client segments drive losses or profit and adjust contracts with evidence.

Pin key boards and reports to workspaces so managers review performance quickly every day.

Report designer

What You Gain With Planfix

Reliable Visits And Compliance

Keep visits on time, reduce missed inspections, and keep every client site compliant and ready for audits.

Documented, Defensible History

Turn visits into structured records with photos, chemicals, and reports so you are prepared for disputes and inspections.

Claims Under Control

See callbacks, claim volume, and costs by site or client so you protect margin and refine contracts.

You Hear About Missed Visits From Clients

You learn about missed visits from an angry call instead of from your own system and dashboards.

Work Scattered Across Channels

Your team juggles spreadsheets, messaging threads, and inboxes just to answer one simple client question about a site.

Audit Risk Feels Constant

You feel exposed before audits and surprise inspections because visit history, photos, and reports are scattered or incomplete.

Claims Pile Up From Key Clients

You feel out of control when claims from large clients pile up faster than your team can investigate and respond.

No Single Screen For Due Work

You cannot see all due visits, callbacks, and claims on one clear screen for planning and daily control.

Hard To Prove You Did The Work

You struggle to prove service delivery when clients push for credits and you lack structured, time stamped history.

How Planfix Delivers Reliable Visits And Reports

Planfix keeps pest control visits, reports, and claims in one flow. Planner conditional lists build realistic routes for technicians. Each task includes site context, checklists, location, and previous reports while structured fields, data tags, and templates generate service reports and analytics automatically.

Checklists in Planfix

Planner Boards

Manage visits and callbacks on one live board with conditional lists, drag and drop routing, and instant updates.

Tasks On Map

Use Location fields and map views to cluster sites by area and design routes that match schedules and shifts.

Client Dashboards

Give QA teams a secure portal with visits, reports, photos, and claims history without extra logins or new tools.

Data Tags And Totals

Log time, travel, and chemicals per visit and roll costs into project totals and dashboards automatically.

FAQ

B2B Pest Control - Visits, Service Reports, Claims

Keep Every Site Treated, Documented, And Protected

Live Schedule Of Visits

Evidence And Reports

Claims And Callbacks

Dashboards And KPIs

Centralize Claims And Callbacks First

Show The Whole Operation In One View

What You Gain With Planfix

Reliable Visits And Compliance

Documented, Defensible History

Claims Under Control

You Hear About Missed Visits From Clients

Work Scattered Across Channels

Audit Risk Feels Constant

Claims Pile Up From Key Clients

No Single Screen For Due Work

Hard To Prove You Did The Work

How Planfix Delivers Reliable Visits And Reports

Handle Claims Without Losing Margin

Planner Boards

Tasks On Map

Client Dashboards

Data Tags And Totals

Make Adoption And Setup Low Risk

Why Teams Switch To Planfix

Run Pest Control Operations On Planfix

Planfix Integrations For Field Pest Control Teams

How is Planfix different from generic CRMs for pest control work?

Can technicians use Planfix on site during visits?

How fast can we start if we work in spreadsheets today?

How does Planfix support audits and compliance for pest control clients?

Do we need developers to adapt Planfix to our processes?

Use all of Planfix's features for 14 days, completely free of charge