Pest Control Service Request Form Template
This pest control service request form collects the pest, the property, and the urgency in a couple of minutes, and can sign customers up for recurring plans. Every request lands on your board, ready for the treatment plan, the agreement, and the payment.
Free plan, no credit card required. Built for HVAC companies, plumbers, electricians, landscapers, painters, and contractors.
Prefer a page-layout document to send or print? See the document template version
forms.docotto.com/f/your-business
LiveContact Information
Full Name
Email Address
Phone Number
Property Address
Preview of this template's first step. Every question is editable in the builder.
What this template collects
4 steps, 16 fields. Customers only see the questions that fit their answers, and every field is editable in the builder.
Step 1: Contact Information
- Full Name (required)
- Email Address (required)
- Phone Number (required)
- Property Address (required)
Step 2: Pest Problem
- What Pests Are You Seeing? (required)
- Severity (required)
- Property Type (required)
- Where Are You Seeing Activity?
Step 3: Consent
- Consent (required)
Step 4: Treatment planning details
- Children or pets are in the home
- Pet or child safety notes
- Has this problem been treated before?
- What was tried, and when?
- I am interested in a recurring prevention plan
- Preferred treatment date
- Photos of the pests or damage
Built with home services details in mind
The starter fields are editable, but these examples show the industry logic, pricing, and follow-up this workflow can support.
Common fields to add
- Pest type
- Location of activity
- Severity
- Property type
- Children or pets in home
- Preferred treatment date
- Photos
- Recurring plan interest
- Entry point notes
- Previous treatment
- Contact preference
Conditional logic examples
- If termites are selected, show inspection, damage, and crawlspace questions.
- If bed bugs are selected, show bedrooms affected and travel history fields.
- If rodents are selected, show entry point and attic or crawlspace fields.
- If pets or children are present, show treatment safety instructions.
Calculation examples
- Inspection fee
- Treatment estimate
- Recurring plan price
- Initial service deposit
What happens after submit
A basic form builder stops here. DocOtto keeps going: every submission becomes a deal you can track from intake to signed and paid.
Lands on your board
The submission becomes a card on your pipeline the moment it arrives. Assign it, note it, and move it forward.
Customer gets a status page
Every submission gets a Living Link with your branding, so customers always know what happens next.
Contract goes out pre-filled
Create the agreement from your template, filled in with their answers, and send it for e-signature.
Deposit collected via Stripe
Request a deposit or full payment. When it lands, the card on your board moves forward on its own.
Suggested pipeline for this template
Use these stages as a starting point, then rename or reorder them to match how your team works.
- 1Request received
- 2Pest triage
- 3Inspection scheduled
- 4Treatment proposal
- 5Agreement pending
- 6Payment requested
- 7Service scheduled
Contract and payment triggers
- Send treatment agreement after inspection or pest triage.
- Collect initial payment when one-time treatment or recurring plan is approved.
Customer status examples
Example workflow
recurring plan after a rodent call
A homeowner reports rodents, and the form reveals entry point and attic questions plus pet safety instructions for the dog in the house. The request lands in Pest Triage, the inspection is scheduled, and the treatment proposal includes the recurring plan option. The customer approves the plan, signs the agreement, pays the initial treatment through Stripe, and follows the Living Link from inspection scheduled to service scheduled.
Why use DocOtto instead of a basic form builder?
Form builders collect responses and stop. DocOtto runs the whole middle: the pipeline that tracks every deal, the contract that fills itself in, the Stripe deposit that follows the signature, and the Living Link that keeps your customer in the loop. From intake to signed and paid, in one place.
Run a home service business? See how the whole workflow fits together.
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View templateFrequently asked questions
- Is the pest control service request form template free to use?
- Yes. Start on the free plan with no credit card, pick this template, and launch it in minutes. Upgrade only when you outgrow the free limits.
- Can I customize the questions?
- Yes. Every field, step, color, and logo is editable in the drag-and-drop builder. Add questions, remove them, or change the math, no code needed.
- What happens after someone submits?
- The submission lands on your pipeline board, the customer gets a Living Link status page, and from there the contract can go out pre-filled for e-signature and the deposit can be collected through Stripe.
- Can this form collect payments and signatures?
- Yes. Connect Stripe to collect deposits or full payments, and add e-signatures through an ESIGN-compliant process to the same workflow.
- How do customers find the form?
- Share it as a link, embed it on your website, print a QR code, post it on social media, or email it straight to your customer list.
- Can this pest control form route termites differently from general pests?
- Yes. Conditional logic can route termites, bed bugs, rodents, wasps, and general pest requests into different inspection or treatment paths.
- Can pest control companies sell recurring plans from this form?
- Yes. Ask about recurring plan interest, calculate the plan price, send the treatment agreement, and collect the first payment through Stripe.
Launch your pest control service request in minutes
Pick this template, add your logo and pricing, and share the link. Every submission lands on your board, ready for the contract and the deposit.
Build your first workflow free. No credit card required.