AI assistant for a pest control company's schedule and invoices

Quarterly general pest, a monthly commercial kitchen, and a one-time carpenter ant call do not want the same calendar. Doing Work can hold all three, and ChatGPT, Claude, or Grok can work them after you connect https://doingwork.work/mcp. Quote or invoice lines the assistant drafted stay unsent until a person whose role may send them sends them. The owner can always send quotes, invoices and visit recaps. Office can send them for any job, a lead for jobs on their crew, and field for jobs assigned to them, until the owner turns that send off.

The quarter, not the week

For a house you see four times a year, set a service due date and repeat it every 3 months. The reminder email is off until you turn it on, then it is one email, 14 days ahead unless you pick another number from 1 to 60. It is not a text. When they say yes, book the visit. If you would rather lay the next two years on the calendar now, a monthly repeating visit with an interval of 3 is the other tool, capped at 104 visits.

A commercial kitchen you are in every month is the weekly or monthly repeating visit, with the tech or the crew on it. Finding a time can require the whole crew to be free. Doing Work will not sort those kitchens into a drive. Your assistant can, with a maps tool, and then save the times.

The plan, the product, and the photo

A maintenance plan is how you bill the year or the quarter as a term. Draft the price from the price book, including a member price for later work if you use one. Interior photos stay on the job. The summary can flag a pest finding, because pest is one of the finding types the photo summary accepts, along with damage, leak, and a few others. Customers do not see your notes. They see a recap only after a person whose role may send the recap says to send it.

Product you buy for a job is a purchase order. Receive it and it hits job cost. A count on hand is optional, for materials you track to a low point. Nothing in here is a warehouse with aisles. A one-time heavy infestation is a normal quote: lines, maybe options for a one-time versus a plan, signed on a link.

Ask it this way

• "List customers whose general pest service is due in the next 14 days and who are not on a plan."
• "Draft a quarterly plan for this house at my price book price. Do not send it."
• "Book the restaurant on the first Tuesday of every month through next December."
• "The attic photo shows droppings. Save that finding on the photo and draft a one-time quote. Hold the send."

Leads from Angi, HomeAdvisor, Thumbtack, Google, Yelp, and the others follow the shop's lead rules if you turn them on: one first reply, text only in the cases the docs allow, otherwise email. Read quickstart and /ai/ before you point a lead at it.

Price

The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription. Pricing. Jobber, Housecall Pro, and ServiceTitan are the side-by-side pages.

Questions owners ask

Pest control owners ask about the quarter and the invoice, then about whether the software will pretend to route the day.

What AI assistant can run a pest control company's schedule and invoices?

Doing Work, from the assistant you connect at https://doingwork.work/mcp. It books the quarterly stop, drafts the plan price, and holds anything new that would go to the customer. The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription.

How do I set a quarterly service without a weekly route?

Record the next service due and set it to repeat every 3 months. Turn on service-due email only if you want one reminder email, 14 days before by default. Book the visit when you have a time. A repeating visit is daily, weekly, or monthly if you would rather put a string of stops on the calendar now, up to 104.

Can the plan bill itself?

The plan bills by the term you set, from 1 to 60 months. Your assistant drafts the lines. The assistant only proposes that price. The owner or office confirms it. An owner or office person sets the price immediately. The next term's invoice is created when the last one ends, and it is sent only if you turned auto-send on. A saved card is charged only if autopay is on for that customer.

Where do chemical costs go if I do not have a warehouse?

On the job, as a material you record, or on a purchase order you receive onto the job. Counts on hand can have a low point and a reorder list. There are no stock locations and no truck bins.

Will it tell me the fastest order for Thursday's stops?

No. It will list the stops. Ordering them is your assistant plus a maps tool, saved back in one step. Doing Work does not do that ordering itself.