Pest control work order with the product record built in.
A quarterly general pest stop turns into a mouse job when the customer mentions droppings under the sink. The tech's sheet needs the treatment, the stations and traps set, the gaps sealed, and the product record your state expects you to keep.
Work order
| Item | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| Exterior perimeter treatment Foundation, door and window frames, weep holes | 1 | visit | $0.00 | $0.00 |
| Interior spot treatment Kitchen, baths, garage. Only where the customer agrees | 1 | visit | $0.00 | $0.00 |
| Tamper-resistant bait stations, exterior Secured, numbered 1 to 4 on the map below | 4 | each | $35.00 | $140.00 |
| Snap traps, under kitchen sink and attic access Check and reset next visit | 6 | each | $6.00 | $36.00 |
| Exclusion: seal gap at garage door corner and pipe chase Copper mesh and sealant | 2 | spot | $45.00 | $90.00 |
| Check: inspect for droppings, rub marks and entry points | 1 | check | $0.00 | $0.00 |
Click any text to change it. Rates and the tax rate are examples, so put in your own. Totals update as you type.
What this template covers
- The covered quarterly treatment at $0, so the add-ons stand out as the billable lines
- Bait stations and traps by the each, numbered so next quarter's tech finds them
- Exclusion per spot, the part that actually stops the mice
- A product line for name, EPA reg. no., amount and areas, plus the applicator's license
- Re-entry and safety notes the customer can read on the sheet left behind
Doing it in Redline
Quarterly accounts are a repeating series in Redline: book the first service, set a custom repeat every 3 months, and save it as a preset like "Quarterly exterior" so the next customer is one tap. When the Delgados mention mice, "add a mouse follow-up for the Delgados in 2 weeks" books the trap check as its own visit.
Redline doesn't keep pesticide application records in a structured log or file state reports, so the product line goes in the job's notes and on this sheet, and your records stay wherever your state wants them. The stations and exclusion get invoiced by chat on Solo ($29 a month), separate from the agreement, and nothing is billed automatically each quarter. See pest control scheduling.
Every quarterly stop, on the calendar.
Redline is free to start. Repeating visits and presets are on every plan.
Keep reading
- Work order templateThe tech's copy: scope, checklist with quantities, parts, access, sign-off.
- Pest control service agreement templateInitial plus quarterly service, re-services, covered pests, product notice.
- Pest control invoice templateQuarterly service, bait stations, exclusion, free re-service line.
- Pest control scheduling softwareQuarterly and monthly service plans booked in one save, callbacks by chat.