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Run your entire pest control operation from one place — and let AI handle the busywork.

PlanWise gives owner-operators and ops managers one platform to schedule jobs, route technicians, log chemical applications, and get paid faster — so your team completes more visits without drowning in paperwork.

No credit card required · 30-minute walkthrough

Proven with active pest control operators in New Jersey, Texas & California

app.pestcontrol.plan-wise.us / service tickets

Today's route

6 stops
  • GreenLeaf Pest Solutions

    Termite Treatment

    $259.80
  • BayState Pest Control

    Mosquito Program

    $32.48
  • Lone Star Pest Defense

    Bed Bug Treatment

    $480.00
Voice AI

“Log a termite treatment at the Maple Street account.”

The marquee capability

Your hands-free office in the field.

PlanWise Voice AI turns talking into clean records. Your crew runs the day by voice — from the truck, between stops, without typing — and everything lands structured inside the CRM.

  • Log service by voice, from the truck

    Technicians dictate service notes, chemical applications, and job outcomes between stops — no typing, no end-of-day data entry.

  • Run the office by command

    Office staff schedule jobs, pull up client history, and create tickets or invoices with a single spoken request.

  • Hands-free answers while driving

    "What's my next stop, and what did we treat there last time?" — get the answer out loud, eyes on the road.

  • Auto-transcribed into structured records

    Every command is transcribed and filed into the right ticket, ledger, and client record — talking becomes clean data.

Try saying any of these:

Log a termite treatment at the Maple Street account — applied 2 gal Termidor.

What's my next stop and what did we treat there last visit?

Create an invoice for the GreenLeaf mosquito program and email it.

Reschedule Dana's 3 PM rodent exclusion to tomorrow morning.

One platform, end to end

Everything it takes to run the route — minus the busywork.

Purpose-built for pest control. Every feature is aimed at the same outcome: more completed jobs per technician, with less admin.

  • Algorithmic Route Optimization

    Fit more stops into every technician's day with smarter, drive-time-aware routing.

  • EPA Chemical Ledgering

    Automatic, audit-ready application records — compliance handled in the background.

  • Automated Invoicing & Payments

    Close the job and get paid, with card and ACH integrations (Stripe / Square-style).

  • Technician Mobile App

    Offline check-ins, photo evidence, and site notes that sync the moment you're back online.

  • Lead Pipeline

    Turn calls and web inquiries into booked visits in a single click.

  • Recurring Service Plans

    Monthly, quarterly, and annual programs that bill and schedule themselves on autopilot.

A look inside

Your whole operation, on one clean screen.

Service tickets, routes, payments, and the Voice AI Assistant — together. Filter the sample tickets below to see how it works.

Period
Service Status

6 tickets

  • GreenLeaf Pest Solutions

    Termite Treatment

    Done
    Amount + Tax
    $259.80
    Service By
    Marcus
    Date
    Jun 26, 2026
    Frequency
    Quarterly
  • TriState Exterminators

    Rodent Exclusion

    Not Done
    Amount + Tax
    $271.71
    Service By
    Dana
    Date
    Jun 27, 2026
    Frequency
    Annual
  • BayState Pest Control

    Mosquito Program

    Done
    Amount + Tax
    $32.48
    Service By
    Steve
    Date
    Jun 26, 2026
    Frequency
    Monthly
  • Lone Star Pest Defense

    Bed Bug Treatment

    Not Done
    Amount + Tax
    $480.00
    Service By
    Priya
    Date
    Jun 28, 2026
    Frequency
    One-Time
  • Cardinal Termite & Pest

    Ant Perimeter Spray

    Skipped
    Amount + Tax
    $129.00
    Service By
    Marcus
    Date
    Jun 29, 2026
    Frequency
    Quarterly
  • Harbor City Exterminating

    Cockroach Cleanout

    Done
    Amount + Tax
    $215.50
    Service By
    Dana
    Date
    Jun 30, 2026
    Frequency
    One-Time

Voice Assistant

Listening
Spoken requestCreate a one-time bed bug treatment for Lone Star Pest Defense, assign it to Priya, $480.
Done — ticket #4471 created for Lone Star Pest Defense, bed bug treatment, assigned to Priya, $480.00. Added to tomorrow's route. Want me to email the confirmation?
Ticket createdTech assigned: PriyaAdded to route

Sample data for demonstration — fictional pest control accounts.

How it works

From first call to paid invoice — four clean steps.

  1. 1

    Lead Intake

    Calls and web inquiries land in one pipeline, ready to book.

  2. 2

    Optimize Route

    PlanWise sequences the day so techs drive less and treat more.

  3. 3

    Execute & Track

    Crews log work, photos, and chemicals by voice or tap — even offline.

  4. 4

    Auto-Invoice

    The job closes, the invoice sends, and payment posts automatically.

Why operators choose PlanWise

Built with — and proven by — working pest control operators.

We don't pad this page with logos we can't stand behind. Here's honest credibility instead: real outcomes (anonymized), and the controls that keep your data safe.

up to 20% more jobs per tech

More completed jobs per technician*

Hours → minutes

A NJ operator cut weekly scheduling admin from hours to minutes.

30–45 days

Typical time for a team to go fully live on PlanWise.

*Illustrative figure based on operator feedback, not a guaranteed result. We'll show you the math for your team during the demo.

Role-based access control

Granular RBAC keeps office, field, and admin permissions separate.

Full audit trails

Every record change is timestamped and attributable.

Encrypted document exchange

Client documents and signatures are encrypted in transit and at rest.

SOC 2-aligned controls

Operational controls built around the SOC 2 trust principles.

“TODO: insert a real, permissioned customer testimonial here. Keep it specific — the problem before PlanWise, what changed, and the operator's first name, role, and company (with permission).”
TODO — Name, Role, Company (with written permission)
Pricing

Plans that scale with your crew — not against you.

Pricing is tiered by team size and volume, so you only pay for what you run. Get an exact quote in your demo.

Starter

Solo operators & small crews getting organized.

Custom/ by team size
  • Scheduling & route optimization
  • Technician mobile app
  • Invoicing & online payments
  • Voice AI Assistant (core commands)
Book a Demo
Most popular

Pro

Growing teams running recurring programs.

Custom/ by team size
  • Everything in Starter
  • Recurring service plans & automation
  • EPA chemical ledgering & audit trails
  • Full Voice AI Assistant + transcription
  • Lead pipeline & web-inquiry capture
Book a Demo

Operations

Multi-tech operations that need control.

Custom/ by team size
  • Everything in Pro
  • Role-based access control (RBAC)
  • Advanced reporting & integrations
  • Priority onboarding & support
Book a Demo

Most teams are fully live in 30–45 days. No credit card to see a demo.

FAQ

Questions operators ask before switching.

How long does onboarding take?
Most pest control teams are fully live on PlanWise in 30–45 days. We start with the workflows that matter most — scheduling, routing, and invoicing — and bring the rest of your operation over in stages so the day never stops.
Can you migrate our data from spreadsheets and our old system?
Yes. We import clients, recurring service plans, service history, and open balances from spreadsheets (CSV/Excel) and most common field-service tools. We map your existing fields during onboarding so nothing gets lost in the move.
Does the mobile app work without signal?
It's offline-first. Technicians can check in, capture photos, log chemical applications, and record notes with no connection — everything syncs automatically the moment they're back in range.
How does the Voice AI Assistant actually work?
Your team speaks naturally — from the truck or the office — to log service, query client history, or create tickets and invoices. PlanWise transcribes the request, understands the intent, and writes structured records straight into the CRM. You review and confirm; the assistant never silently changes billing or compliance data.
How do you keep our data secure and compliant?
PlanWise uses role-based access control, full audit trails, and encrypted document exchange, with operational controls aligned to the SOC 2 trust principles. EPA chemical ledgering is built in so your application records stay audit-ready.
What does PlanWise integrate with?
Payments run through card and ACH processors (Stripe / Square-style integrations), and PlanWise connects to email and common accounting and lead sources. Tell us your stack during the demo and we'll confirm the specific connections for your setup.
Ready when you are

See PlanWise run your route in 30 minutes.

Bring a typical day's jobs. We'll show you the routing, the voice logging, and the invoicing on real-looking data — then map out what going live would look like for your team.

  • No credit card
  • No pressure
  • Most teams live in 30–45 days

Book your demo

Tell us a little about your operation and we'll reach out to schedule.

We'll only use this to schedule your demo. No spam, no credit card.