Getting started in your first evening

1. Confirm your company info and logo in Settings.

2. Add your techs and their licenses in Team & licenses.

3. Import your customers from your old software (or ask us to do it).

4. Connect Pestbook Payments so autopay works.

5. Set up your texting number.

6. Run your first route in the tech app.

7. Send your first service report. The checklist on your Today page tracks all seven.

All help articles