A practical workflow for your service jobs
Record the requested visit and site details
Use customer and job notes to describe the reported problem and relevant access arrangements. Retain job photos and a service sign-off where appropriate. These general records do not validate a product choice, application method, or treatment safety.
Plan repeat service with office review
Generate recurring jobs at weekly, every-two-weeks, monthly, quarterly, every-six-months, or annual intervals. Preferred technicians are assigned only when available; otherwise the office reviews unassigned work. Public booking can use service durations and technician eligibility you configure.
Review routes and invoices separately
Preview a round trip for one technician's open stops with Google Routes when configured. Check customer appointment commitments before following the suggested order. Issue invoices through the normal reviewed billing workflow; recurring jobs do not automatically charge customers.
Explore the connected workflows
Dispatch suggestions
Review technician suggestions based on job skills, availability, and open workload. Assign visits and manage the day from your dispatch board.
AI estimate drafts
Draft invoice line items from a job description and optional photo. Review quantities, parts, labor, and prices before issuing an invoice.
Route previews
Preview a technician's stop order with Google Routes, estimated distance, and driving time. Review appointments before using a different order.
Online booking
Share a booking link with office-reviewed requests or opt-in instant booking. Set services, hours, eligible technicians, and your service area.
Recurring service visits
Set a recurring service schedule for a customer, generate due visits, and review the resulting jobs in dispatch. Invoicing remains a separate step.
Technician app preview
Preview technician workflows for assigned jobs, photos, service signatures, and owner-enabled field invoicing. iOS and Android distribution is pending.
Frequently asked questions
Which service workflows are included?
Manage pest-control customers, scheduled visits, recurring jobs, service notes, job photos, and reviewed invoices. Specialist treatment reporting is not included.
Which specialist capabilities are not included?
Pesticide application logs, EPA registration fields, concentration and treated-area records, state reporting, property diagrams, bait-station maps, treatment recommendations, pest-pattern forecasts, and on-the-way SMS are not available. SnapJobAI does not provide a pesticide compliance system.
Are online payments and the native app ready without setup?
Online payments require a configured connected Stripe account. Optional ACH depends on eligibility and configuration and can settle later. Native iOS/Android distribution is pending; web technician workflows are available in the workspace.
Will recurring visits automatically charge my customers?
No. Recurring agreements generate service jobs for office review. Your team creates and issues invoices separately. Automatic recurring charges, financing, and QuickBooks/Xero synchronization are not included.
Review the plan limits and try a representative job in your workspace before choosing a plan. Online providers require configuration, and native distribution remains pending.