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Pest Control Customer CRM

Full service history, payment ledger, customer notes, and warranty tracking — every customer relationship organized and searchable in seconds from office or field.

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Key capabilities

Full Customer History View
See every inspection, treatment, invoice, signed document, and note for a customer in chronological order — one screen, no switching between tabs or systems.
Multiple Property Addresses
One customer account can hold unlimited service addresses. Each property has its own service history, active warranties, and scheduling record — useful for property managers and commercial accounts.
Generated Report Access
Inspection reports, invoices, and contracts generated in Bug HQ are automatically filed to the customer record and accessible from office and field app — no manual upload required.
Customer Notes
Per-customer notes field for tracking ad-hoc communications and account context. Any authorized team member can add or view notes before making contact — no more "I didn't know they already called."
Payment Ledger
View the full payment history, outstanding balance, and payment method on file per customer. Syncs with QuickBooks Online so your AR stays current in both systems.
Service-Warranty Tracking
Active and expired warranties surface directly on the customer card with expiration dates, so your office can see warranty status at a glance without maintaining a manual list.
Recurring-Account Flagging
Mark accounts as recurring with a service interval so the reminder system knows when to prompt re-booking and your office can filter for accounts that are overdue for service.
Customer Search and Filter
Find any customer by name, phone number, address, service type, or account status in one search bar. Filter your customer list by territory, tags, or last service date for targeted outreach.

How it works

1

Add or Import Your Customer List

Add customers one at a time or import your full list from a CSV export. Property addresses, contact details, and service notes map on import. Once customers are in Bug HQ, they are immediately searchable, schedulable, and ready for the customer portal. If you are migrating from another platform, Bug HQ's onboarding team helps you format the export so the import goes cleanly the first time.

2

History and Documents Build Automatically

From the moment you start using Bug HQ, every job you complete, every invoice you generate, every contract you send, and every note you log attaches to the customer record automatically. There is no separate step to file a report or update a history. Five years from now, every piece of documentation for that customer is still in the same place — timestamped, searchable, and complete.

3

Search and Act from Any Device

Pull up a customer record from your office desktop, your phone in the field, or the admin dashboard. Search by name, address, or phone number and have the full account in front of you in seconds. From the record, you can book a job, send an invoice, pull a signed document, or add a note without navigating away. Your techs in the field app see the customer info they need for their assigned jobs — nothing more.

Who uses this feature

Office Staff

Office staff fielding customer calls need instant access to full account history — last service date, open invoices, signed contracts, technician notes. Bug HQ puts all of it in one record, accessible in the time it takes to search a name.

Owner / Operators

Owner-operators who work in the field and manage the office need a CRM that requires zero maintenance overhead. History builds automatically as jobs complete — no double-entry, no manual filing, no end-of-day admin work.

Customer Service Reps

Reps handling escalations, disputes, or renewal calls need the complete picture before they start talking. Service history, notes, payment ledger, and job records available in one view means fewer transfers and faster resolution.

What this looks like in your day

A customer calls in around 10 a.m. — you recognize the name, a five-year account. You type the first three letters of the last name and their record is on your screen before they finish saying hello. You can see their last inspection was seven months ago at their Tustin property, there's a note from your tech about wood damage near the garage, a signed contract from 2022 still active, and an outstanding invoice from March for $385. You mention the balance; they ask about the wood damage note; you read it back verbatim from the account notes. They want to schedule a follow-up and ask whether the warranty still covers the garage area — you open the warranty record attached to the account, confirm it does, and book the job before you hang up. The entire call took four minutes. No paging through paper files, no calling the tech to ask what he saw, no guessing about the warranty terms.

How Bug HQ compares

CRM and customer record features across the major pest control platforms.

FeatureBug HQPestPacGorillaDesk
Full service history per customer✅✅✅
Generated reports & invoices per record✅✅❌
Multiple property addresses per account✅✅❌
QuickBooks push sync + payment webhook✅✅❌

Frequently asked questions

Can I import customers from PestPac or FieldRoutes?
Yes. Bug HQ supports customer import from CSV files, which you can export from PestPac, FieldRoutes, or any other platform. The import maps standard fields — name, address, phone, email, service notes — and flags any rows with missing required data before completing the import. Once imported, customers are immediately searchable and schedulable. If you need help formatting an export from your current system, Bug HQ's onboarding team assists with the migration.
How does Bug HQ handle customer data privacy under CCPA?
Bug HQ stores customer data on infrastructure governed by standard data processing agreements. For CCPA compliance, you control what data you collect and store per customer. Bug HQ supports data deletion requests — if a customer requests removal of their data, you can delete their record and all associated documents from the system. Job records for billing or regulatory purposes may be subject to retention obligations under your state's pest control regulations. Consult your legal counsel for your specific obligations.
How do I control which team members can see customer records?
Bug HQ's role-based access controls determine what each user can view and edit. Technicians in the field app see customer contact information and job details for their assigned jobs only — they cannot browse the full customer list or view payment history. Office staff with standard roles can view and edit customer records. Owner-level accounts have full access including payment ledger and job history. Admin roles are configured per user when you add them to your team.
Does Bug HQ sync customer records to QuickBooks?
QuickBooks is a one-way push from Bug HQ to QBO — when you create or update a customer or invoice in Bug HQ, it syncs to QuickBooks Online. Payment status syncs back via webhook when invoices are paid in QuickBooks. Customer records do not pull from QuickBooks into Bug HQ.
How long are customer records retained?
Customer records and job history are retained for as long as your Bug HQ subscription is active. Bug HQ does not impose a hard retention limit — inspection reports, signed contracts, photos, and notes remain accessible indefinitely. If you cancel your subscription, you have a window to export your data before it is removed from our servers. California operators should be aware that SPCB regulations may impose minimum retention requirements for certain inspection and treatment records independent of your software choice.
How does Bug HQ prevent duplicate customer records?
During CSV import, Bug HQ flags rows where the email address matches an existing customer record before completing the import. You can review flagged rows and choose to skip or update them rather than creating duplicates. For customers added manually, Bug HQ shows a search-as-you-type lookup when you start typing a name or phone number — making it easy to find an existing record before creating a new one. Catching duplicates at the point of entry is the primary prevention mechanism.

Related features

→ Customer Portal→ Invoicing→ Scheduling→ Digital Reports→ Automated Reminders→ QuickBooks Integration→ Service Contracts→ E-Signatures

Know every customer before you pick up the phone

Full history, notes, and payment ledger — all in one searchable record. 14-day free trial.

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