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CRM FOR AUSTRALIAN PEST CONTROL BUSINESSES

Keep the visit, the report and the follow-up connected.

Manage pest enquiries, inspection bookings and treatment records with the property and customer context needed for each visit.

  • General pest treatments
  • Termite inspections
  • Rodent enquiries
  • Commercial pest services
Apply for early access Watch the job lifecycle
Pest control technician on a general pest treatment job
Built for pest control businesses

Every general pest treatment starts with a call and ends with an invoice. Everything in between belongs in one place.

Joondalup, WA · Site instructions · service observations · follow-up task

  1. 01 Capture the right site informationUse tailored forms for the pest concern, property details and customer instructions.
  2. 02 Keep service observations togetherRecord visit notes and photos through configured service reports linked to the work.
  3. 03 Plan the follow-upSet tasks and configured reminder workflows so your team can review the next service or customer enquiry.
A practical pest control workflow

From “can you help?” to a completed job.

Configure the steps around how your team already works.

  1. 01

    Understand the concern

    Capture the pest issue, property and customer instructions.

  2. 02

    Prepare the quote

    Record the proposed service and follow up on the customer response.

  3. 03

    Book the technician

    Confirm access and share the site context with the assigned technician.

  4. 04

    Record the visit

    Complete the service report, prepare the invoice and set the next action.

REAL WORK. PRACTICAL USE CASES.

How pest control businesses
can use the CRM.

Start with the situation. See the features you can use, what to configure and how the work moves through your team.

01

New site enquiries

A pest concern needs the right property questions.

The customer describes activity at a property. Your office needs the reported concern and site instructions before arranging the service.

What to capture
  • Reported pest activity
  • Property postcode
  • Customer site instructions
CRM FEATURES TO USE

How to set it up

  1. 1
    Form Builder

    Tailor the intake

    Use pest-specific form questions or call notes to capture the reported concern and property details.

  2. 2
    Postcode service areas

    Check the area and scope

    Match the postcode to coverage, then prepare the appropriate service quote for review.

  3. 3
    Bookings & team assignment

    Confirm the visit

    Assign the technician with the agreed scope and the customer instructions saved on the job.

WHAT THIS HELPS YOUR TEAM DOThe visit carries the site information captured at enquiry.

Concern → office review → technician

See the illustrated step
02

Inspection records

An inspection needs a consistent record of observations.

The team needs configurable questions and photos for the visit, with the customer and property retained for later review.

What to capture
  • Inspection scope
  • Property context
  • Observations and photos
CRM FEATURES TO USE

How to set it up

  1. 1
    Dynamic service catalogue

    Define the inspection service

    Create the relevant inspection sub-service and agreed scope in the catalogue.

  2. 2
    Service reports & photos

    Configure the report

    Choose the required CRM questions and photo fields. Confirm any statutory documentation through your own professional process.

  3. 3
    Connected record history

    Retain the linked record

    Keep the report, booking and communication attached to the same property and customer context.

WHAT THIS HELPS YOUR TEAM DOThe office can review the visit and find its supporting context.

Inspection scope → observations → customer record

See the illustrated step
03

Commercial follow-up

A commercial visit needs an agreed next action.

After the service, the office needs the completion notes, accounting context and any approved customer follow-up.

What to capture
  • Service outcome
  • Invoice account
  • Agreed follow-up
CRM FEATURES TO USE

How to set it up

  1. 1
    Service reports & photos

    Record the visit

    Save service observations and the recommendations your technician recorded in the configured report.

  2. 2
    Invoices & Xero

    Connect the invoice

    Prepare the job invoice and use authorised Xero sync with reviewed mappings.

  3. 3
    Stages & automation

    Assign the follow-up

    Create the next-action task or configured reminder. Preview AI feedback only under the controlled calling rollout.

WHAT THIS HELPS YOUR TEAM DOCompletion, accounts and the next action remain visible to the office.

Technician report → accounts → customer follow-up

See the illustrated step

WHAT YOU CAN USE IN BETAHUB

The features behind
the workflow.

Connect the capabilities your business needs. Expand a feature to see what you configure, or jump into its illustrated workflow.

  1. 01 / GET THE CONTEXT

    Capture the right enquiry

    Know what is needed, where the work is and who should respond.

    Form Builder

    Branded forms with mapped lead fields and conditional questions.

    What to configure

    Choose a form type, map the fields and add the questions each service needs.

    Explore this feature
    Incoming calls

    Voice Centre, caller context and communication history.

    What to configure

    Connect your Agency number, configure human routing and assign the team that handles enquiries.

    Explore this feature
    Postcode service areas

    Postcodes, suburbs, exclusions and geographic service pricing.

    What to configure

    Define your covered postcodes and exclusions, then link the applicable services and rates.

    Explore this feature
  2. 02 / KEEP IT MOVING

    Turn scope into a decision

    Prepare the quote and make the next action visible.

    Dynamic service catalogue

    Services, sub-services, quantities and optional addons.

    What to configure

    Create the service hierarchy, eligible extras and quantity rules for your business.

    Explore this feature
    Quote preparation

    Configured pricing and itemised quotes with saved job context.

    What to configure

    Set your rates and area rules. Review the prepared scope and amount before sending.

    Explore this feature
    Stages & automation

    Lead stages, next actions and configured email, SMS or task workflows.

    What to configure

    Define stage triggers, conditions, recipients and templates, including when to stop following up.

    Explore this feature
    AI follow-up & voice feedbackControlled rollout preview

    Illustrated agent conversations for quotes and after-service feedback.

    What to configure

    For an authorised rollout, configure the agent, approved purpose, consent and calling provider.

    Explore this feature
  3. 03 / DO THE WORK

    Give the team a useful handover

    Carry the agreed service and site details into the visit.

    Bookings & team assignment

    Booking windows, technicians and service-address handovers.

    What to configure

    Confirm team availability and assign the visit with scope, customer and access notes.

    Explore this feature
    Properties & site contacts

    Separate customer, property, access contact and equipment context.

    What to configure

    Link the property and equipment where enabled, and identify the approval and site-access contacts.

    Explore this feature
    Service reports & photos

    Configurable visit questions, observations and completion photos.

    What to configure

    Choose a service-report template and agree which observations and photos the team should collect.

    Explore this feature
  4. 04 / SEE THE OUTCOME

    Close the loop. Plan the next job.

    Connect accounts, customer follow-up and acquisition reporting.

    Invoices & Xero

    Job-linked invoices and configured accounting synchronisation.

    What to configure

    Authorise the Xero organisation, review account and tax mappings, and check sync outcomes.

    Explore this feature
    Built-in customer campaigns

    Customer email and SMS campaigns for agreed follow-up.

    What to configure

    Choose an eligible audience, message template, channel and sending window.

    Explore this feature
    Campaign cost tracking

    Lead sources, booked outcomes and imported Google/Meta spend.

    What to configure

    Connect the advertising account and sync the reporting dates. Compare spend within its currency.

    Explore this feature
    Connected record history

    Trace the enquiry, conversation, quote, booking, report and invoice.

    What to configure

    Keep records linked to the same customer and job so the next person can see the context.

    Explore this feature

Availability depends on your plan, Agency setup and provider connections. AI voice examples are controlled-rollout previews; live AI calling is not generally available on this deployment.

WATCH THE WORK CONNECT

Your services.
A CRM that joins the dots.

Explore an illustrated pest control journey. Choose a step, or play the workflow from enquiry to follow-up.

BBetaHub / Pest controlIllustrative preview

Requires your configuration

Forms & incoming calls

01 / 10
Branded enquiry formForm Builder
Requested serviceGeneral pest treatment
What have you noticed?General pest activity
Service locationJoondalup, WA · 6027
Enquiry captured → Lead created
Incoming enquiryCaller context and notes in the same CRM
Voice Centre
HOW THE WORK CONNECTS

Capture enquiry → create lead → assign the next action

A page-specific form or incoming call captures the enquiry, customer and requested work. Conditional fields collect the details this service needs.

Illustrated product walkthrough with fictional sample data. Features depend on your plan, Agency setup and provider connections. Playback does not send messages, place calls, create quotes or bookings, or connect to Xero.

A FEW PRACTICAL ANSWERS

Before you get started.

Choose a workflow that fits the work you actually do.

Can we tailor service reports for pest-control visits?

Yes. Configure report questions and photo capture around your service process. Confirm any required treatment records and statutory documentation during onboarding; configurable CRM reports do not guarantee regulatory compliance.

Is BetaHub for a trade business or for homeowners booking a tradie?

BetaHub is CRM and job-management software for the business running the work. These pages show how trade and service teams can organise their own enquiries, quotes, bookings, reports and invoices.

Can we keep our existing services and process?

You can configure service types, enquiry forms, quote stages, workflow rules and service-report templates. Explore the CRM features and setup guides for examples. During onboarding, review your process with the team and confirm the fields and features you need.

What needs to be configured?

Feature availability depends on your plan and Agency configuration. Voice, SMS, campaigns and Xero require the relevant provider setup; usage allowances and charges are explained in the plans and usage allowances. Property and equipment features are enabled according to your Agency setup.

How do we get started?

Apply through the early-access form with your business type, team size and main operational issue. The onboarding conversation can then focus on your trade and the workflow you want to improve.

Apply for early access

Your business. Your next step.

See how BetaHub fits your pest control business.

Tell us what you do and where the admin gets in the way. Start there.

Apply for early access View plans and usage