FIELDIVERSE

Pest control quote template that wins recurring plans

Short answer: a pest control quote should separate the initial treatment from the recurring plan, offer two or three plan options, state what pests and areas are covered, and let the customer sign online.

Last updated: · 1 min read · Fieldiverse Team

Quote template

Quote template
SectionExample
Inspection findingsAnt activity at kitchen and foundation; entry points at garage door
Initial serviceInterior and exterior treatment, one-time price
Plan optionsQuarterly / bi-monthly / monthly, price per visit or per month
Covered pestsAnts, spiders, roaches; termites excluded
GuaranteeFree re-service between visits if pests return
TermsAgreement length, cancellation and autopay
AcceptanceOnline signature and card on file

Tips that raise acceptance

  • Send the quote before you leave the driveway.
  • Offer a good, better, best choice.
  • Show the monthly cost, not only the annual total.
  • Follow up automatically after two days.

From quote to schedule

In Fieldiverse an accepted quote becomes a signed service agreement, the recurring visits are created and billing starts on the agreed schedule. FlowEngine sends the follow-up if the customer hasn't answered.

Frequently asked questions

Should the initial service cost more?+

Usually yes. The first visit takes longer and uses more product, so many companies price it separately from recurring visits.

How many plan options should I offer?+

Two or three. More choices slow the decision.

Can customers sign the quote online?+

Yes. Fieldiverse sends agreements for e-signature and saves the card on file.

When should I follow up on an unsigned quote?+

Two to three days later is common; automate it so it always happens.