Built into the code
- •Vertical pack and pipeline
- •Contacts, forms, bookings
- •Website and link pages
- •Products, quotes, invoices
- •Agency and white-label controls
ClearRoute Pest Co. · Sample business
Pest Control
Which accounts are protected, and which ones are slipping?
Track inspections, service plans, target pests, property notes, and follow-up from one account record.
The operating promise
Track inspections, treatments, service plans, and the next visit.
The system calls them
Accounts
The work is called
Services
Main operating view
Route board
Suggested client offer
$149/mo
A business you can recognize
ClearRoute Pest Co.
ClearRoute Pest Co.Sample data
Accounts
Route board
Service requests
Bookings
Products
Website
Link pages
Route board
Service Lifecycle
New lead0
Initial inspection1
Dawson residence
Rodent signs · kitchen and attic
On a plan1
Riverside Cafe
Monthly service · next visit Tuesday
Lapsed1
Harbor Storage
Reactivation follow-up due
Reactivated0
The customer journey
One business record from first contact to the next sale.
- 01website
Find
The site explains inspection, treatment, recurring plans, and service areas.
- 02booking
Inspect
The request records the address, issue, and contact information.
- 03storefront
Plan
Inspection and service-plan products support quotes and invoices.
- 04crm
Service
The account holds target pests, plan frequency, sensitivities, and visit history.
- 05phone agent
Answer
The receptionist base records the caller and reason for follow-up.
- 06link page
Return
The customer gets one route to service requests, preparation notes, and reviews.
01Customer records
The Service Lifecycle.
The pipeline, account fields, forms, and activity language come from the Pest Control pack. The sample records show the operating rhythm without pretending they are customer data.
ClearRoute Pest Co.Sample data
New lead0
Initial inspection1
Dawson residence
Rodent signs · kitchen and attic
On a plan1
Riverside Cafe
Monthly service · next visit Tuesday
Lapsed1
Harbor Storage
Reactivation follow-up due
+ 1 more stages
Account fields
Service addressPlan frequencyTarget pestsPets on premisesChemical sensitivitiesLast applicationLicensing state
Activity language
InspectionPesticide applicationFollow-up visitCompliance log entry
02Booking
The request enters the business once.
The seeded Request a free inspection collects the details this operator needs. The submission feeds the same contacts, pipeline, and activities used by the rest of the system.
Request a free inspection
Built inClearRoute Pest Co.
Request a free inspection
Tell us what's bugging you (literally). We'll come out and inspect.
Name
Phone
Email
Service address
What are you seeing?
Send request
03Website
The public face belongs to the operator.
The site record, public page, brand, domain, and contact paths live beside the customer system. The mock below shows how the room can present the business, not a generic software dashboard.
White-label website
Built inClearRoute Pest Co.AboutGet started
Independent pest control operators and small route-based firms.
Track inspections, treatments, service plans, and the next visit.
Track inspections, service plans, target pests, property notes, and follow-up from one account record.
Request an inspectionConnected paths
Request an inspection
Service plans
Prepare for a visit
04Link page
One small page keeps the next action obvious.
The link page can carry booking, service, payment, review, and social destinations while recording activity back in the workspace.
Client link page
Built inClearRoute Pest Co.
Track inspections, treatments, service plans, and the next visit.
Request an inspection
Service plans
Prepare for a visit
Clicks tracked in CRM Stack
05Selling flow
Products and services become reusable business items.
The built-in catalog feeds quotes and invoices. Payment collection needs the operator's Stripe account or payment link, so the room labels that connection instead of drawing a finished cart that the repo does not ship.
Products, quotes, and payment path
Payment connectionClearRoute Pest Co.Services
Initial inspection
Reusable product or service
Request quote
Recurring service plan
Reusable product or service
Add to quote
Targeted treatment
Reusable product or service
Add to quote
CRM Stack ships the catalog and quote or invoice record. Connect the operator's Stripe account or Payment Link for collection.
06Phone agent
The first conversation enters the same system.
The Relay intake can match a lead, store the transcript, log the activity, score the opportunity, and create follow-up work. A provider number and runtime still need to be connected by the operator.
Built-in receptionist base
Receptionist base☎Relay intake
Incoming call
ClearRoute Pest Co.
“Thanks for calling. How can I help you today?”
It takes down
Caller nameCallback numberReason for the call
Signed Relay events can create or match the contact, store the transcript, log the activity, score the lead, and create follow-up work. The operator still connects the provider number and runtime.
Setup truth
What ships. What gets connected. What stays customizable.
The owner controls the software beneath the room. The operator supplies the business identity and third-party accounts.
Connect during setup
- •Hosting and domain
- •Email delivery
- •Stripe or payment link
- •Phone provider and Relay runtime
- •Brand assets and business details
Shape for the operator
- •Services and prices
- •Forms and custom fields
- •Pipeline stages
- •Phone script
- •Pack feature opportunities
Two different prices: the software license is what the owner or agency pays to own the system. The $149/month figure is the pack's suggested client offer for an agency selling this pest control system as a managed service.
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