Quote pipeline with an automatic follow-up
A society secretary asks for a quote. It goes into 'Quoted', and if there's no reply in two days a WhatsApp follow-up goes out. Uses CRM & Pipelines, Automations.
For pest control
Book the treatment, remind before the visit, and get the 3-month service on the calendar.
A pest control firm in Hyderabad sells annual contracts with four visits. Technicians call the night before to confirm. Missed follow-up visits turn into complaints and no renewal.
Where it usually goes wrong
Follow-up visits under the contract get missed
Quotes go out and nobody chases them
Customers aren't home when the technician arrives
What we'd set up first
In this order. Each step is useful even if you stop there.
Visit bookings with a reminder the day before
The customer gets the date, time slot and preparation steps on WhatsApp, so the technician isn't turned away. Uses WhatsApp Inbox, Automations.
Contract payment on UPI with a GST invoice
Housing societies and offices get a proper invoice with your GSTIN. Uses Checkout & Billing.
The apps behind it
CRM & Pipelines
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
- A timeline nobody has to type
- Boards that match how you sell
- A short list of who to call today
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run
WhatsApp Inbox
Put your business number on Meta's official Cloud API. Your whole team replies from one inbox, and the AI covers nights.
- Meta's price, no markup
- One inbox, many people
- Broadcasts that don't get you banned
Checkout & Billing
Checkout on Razorpay, Cashfree or Stripe with UPI first, UPI AutoPay for monthly fees, coupons, order bumps and GST invoices on every order.
- UPI at the top of the page
- Small add-ons that add up
- Invoices your CA will accept
Quote, visit, renewal
The quote
- What comes in
- A society secretary asks for a quote
- What runs on its own
- Into 'Quoted'; WhatsApp follow-up after two days
- What you get
- Quotes chased without anyone remembering
The visit
- What comes in
- Second visit of a four-visit contract
- What runs on its own
- Reminder with time slot and prep steps
- What you get
- Technician isn't turned away at the door
The renewal
- What comes in
- Contract ends next month
- What runs on its own
- Renewal reminder with a payment link
- What you get
- Renewed before a competitor calls
The pest control kit
Contract pipeline
Enquiry, Quoted, Contract signed, Visits due, Renewal.
Visit slots
Book each service visit with a technician and time.
Prep instructions
What to cover, move or keep children and pets away from.
Quotations
Sent on WhatsApp, followed up automatically.
Payments
Contract payments on the customer's record.
Reviews after visits
A Google review link when the job is done.
From register to reminders
- 01
Import your contracts
Customer, address, contract dates and visits done.
- 02
Set visit stages
Each due visit becomes a task or booking.
- 03
Write the reminder
Date, slot and prep steps, approved once by Meta.
- 04
Switch on quote chasing
Two days after a quote, a polite follow-up.
Questions people ask
How do pest control firms keep annual contract visits on schedule?
Track every contract in a pipeline, book each service visit into a slot, and send a WhatsApp reminder with preparation steps the day before so the technician isn't turned away. Chase quotes automatically and collect payment with a link. Marketiism runs this from ₹999 a month.
- 4 visits Typical annual contract. Every one scheduled.
- Day before Visit reminder. With preparation steps.
- 2 days Quote follow-up. If there's no reply.
- Day before Prep reminder. So visits go ahead.
How do pest control firms track contract visits?
Each annual contract becomes a deal in the pipeline with its start date and number of visits. Automations create a booking or a task when each visit falls due, and the customer gets a WhatsApp reminder the day before. You can see every visit that's due this week on one screen.
What should the visit reminder include?
The date, the time slot, the technician's name if possible and the preparation steps: what to cover, what to move, and keeping children and pets out of treated areas. Customers who know what to expect are ready when the technician arrives, so fewer visits are wasted.
How do I follow up on quotes?
When you send a quote, move the enquiry to 'Quoted'. If there's no reply in two days, an automation sends a polite WhatsApp asking whether they have questions. A second follow-up a few days later catches most of the rest. Stop as soon as they reply or decline.
Can housing societies get a GST invoice?
Yes. Contract payments made through checkout produce a numbered GST invoice with your GSTIN, the society's details and the correct tax split, emailed automatically. Society treasurers and office admins usually need this before they can release a payment. Late payments can be reminded automatically on WhatsApp, with the same link.
Can customers pay online?
Yes. Send a payment link for the contract amount or a single treatment through your own Razorpay or Cashfree account. When the customer pays, the deal moves on, the invoice goes out, and the payment is visible to everyone on the team without checking a bank statement.
How do renewal reminders work?
The contract end date is stored on the deal. A month before it, an automation sends a renewal reminder with a payment link, and a second reminder closer to the date. Renewing customers before a competitor's salesperson calls them is the cheapest growth a pest control firm has.
Can technicians see their schedule?
Yes. Each technician can have their own calendar of visits, and the office sees everyone's day on one screen. When a customer reschedules on WhatsApp, the office moves the booking and the technician sees the change straight away. A dedicated mobile app isn't available yet.
Can customers book a one-time treatment online?
Yes. Share a booking link for one-time treatments such as cockroach or termite control. The customer picks a service and a slot, adds their address, and gets a confirmation and reminder on WhatsApp. One-time customers can then be offered an annual contract. Many convert after a good first visit.
Can I import my existing contracts?
Yes. Export your register or spreadsheet as a CSV with customer details, addresses, contract dates and visits done, and import it. Reminders for upcoming visits and renewals start working straight away, so you don't have to wait for new customers to see the benefit. Duplicates are matched by phone.
Can the AI answer enquiries?
Yes, on the Growth plan. It answers questions about services, prices, how long treatments take and safety from your details, and books inspection visits. Questions about health effects or unusual infestations are passed to your team, who can call the customer. Every reply stays visible to your office team.
How much does it cost for a pest control business?
Small firms usually start on Starter at ₹999 a month before GST, with the pipeline, bookings, reminders and up to 1,000 customers. Firms with several office staff or more customers choose Growth at ₹2,999. Every plan has a 14-day free trial, and no card is needed.
How do I get more reviews?
After a visit is marked done, an automation can send a short thank-you with your Google review link. Reviews that mention the pest, the area and the technician help people searching for pest control near them trust you, especially in a trade where they're letting strangers into their home.
Can I send seasonal reminders?
Yes, to customers who opted in. Before the monsoon, send a reminder about mosquito and termite treatments; before Diwali cleaning, offer a general treatment. Keep it to a few useful messages a year, so customers welcome them instead of blocking your number. Stop requests are removed automatically.
Does it work for commercial clients?
Yes. Offices, restaurants and warehouses with monthly visits work the same way: a contract deal, scheduled visits, reminders to the site contact and proper invoices for their accounts team. Commercial clients often need visit records, which you keep as notes on each visit. Each site can have its own contact person.
Can your team set it up for us?
Yes. Our team can import your contracts, set up visit reminders and renewal flows, and run local search and ads for new contracts as a paid service. Or set it up yourself during the free trial, with a setup call if WhatsApp gets stuck. Work is month to month.