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What happened last time, one search away
Accounts, properties, contacts, plans, notes, calls, texts and invoices live on one record. The office, the AI voice agent and your techs all work from it.
Kealoha ResidenceAccount #10482 · Residential · 2 properties
Primary contactLeilani Kealoha · text and email
PlanQuarterly Pest Control
ActiveNext visitThu, Oct 8 · 10:00 to 11:00 AM · Devon
PreferencesTue or Thu mornings · call ahead
1 open task · every call, text and email on the Communications tabPest control companies that run on SoleaBuilt for mid-market and enterprise operators, from 5 technicians to multi-branch.
Switched fromServSuite
Switched fromFieldRoutes
Switched fromFieldRoutes
Switched fromFieldRoutes
Switched fromPestPac
Switched fromPestPac
What it handles
The whole story on one account
See every conversation in one place
Calls, texts, emails and notifications, inbound and outbound, on one communications timeline.
Keep preferences where they’re used
Day preferences, call-ahead flags and notes follow the customer into booking and the tech’s app.
Run commercial and residential together
Mark properties residential or commercial, with facility types, zones, devices and floor plans for commercial sites.
How it works
One record, filled in as work happens
- 1One account, many properties
Each account holds its properties, contacts, plans and billing, with contacts set per property when needed.
- 2Everything lands on the record
Calls, messages, notes, photos, documents and tasks attach to the account or property as they happen.
- 3A full audit trail
History shows who changed what and when, across accounts, plans and appointments.
Accounts/Kealoha Residence
KRActiveBook
Kealoha Residence
OverviewPropertiesServicesBillingCommunicationsHistory
Primary contactLeilani Kealoha · text and email
Service address44-112 Kaneohe Bay Dr, Kailua
PlanQuarterly Pest Control · Active
PreferencesTue or Thu mornings · call ahead
TechnicianTyler (preferred)
Balance$0.00 · Autopay on
Communications
Call answered by Solea AIBooked ant treatment for Thu 10:30 AM
Today 9:14 PMText sent“Tyler is on his way, arriving in about 15 minutes.”
Sep 12Invoice INV-20231 paid$129.00 · card on file
Sep 12Field report emailedQuarterly Pest Control · 3 photos
Sep 12Solea app · demo data
You stay in control
Every change is tracked in the account’s history. Contact roles decide who gets billing and service notices, and staff can switch any notification off for one account or one property.
What’s included
Everything you keep on a customer
Accounts with many properties
One bill-to account with separate service properties, contacts and plans.
Contacts with clear roles
Primary, billing, docs-only, scheduling and report contacts, each getting the right notices.
Communications timeline
Calls, texts, emails and notifications for each property on one timeline, including summaries of calls the voice agent answered.
Notes, tasks and photos
Inline notes, open tasks with overdue badges, and property photos on the page.
Change history
An audit trail of who changed what and when, grouped by change.
Customer portal
Customers see visits, pay invoices, manage autopay and download field reports themselves.
Results
Less digging, fewer callbacks
—Time to answer a customer’s questionNo customer number yet
—Duplicate or missing records after migrationNo customer number yet
—Callbacks for missing informationNo customer number yet
One system
Works with the rest of Solea
Every part of Solea works from the same live customer record, so nothing is typed twice.
AI Voice & inbox
Calls and texts match to the account by phone and email.
Learn moreBilling & payments
Invoices, credits and statements on the billing tab, with saved cards on their own tab.
Learn moreScheduling & dispatch
Booking reads the account’s preferences and service address.
Learn moreConnects withGoogle MapsSentricon
Switching
Switching is the scary part. We made it the easy part.
Your history comes with you, your office practices on a working account first, and a named person stays with you from start to finish.
Talk to us about switching- 01Customers, properties, service history, recurring plans and open balances move over.
- 02Old system IDs stay on each account for cross-checking.
- 03Health checks flag data problems in accounts and properties.
“I’ve been through four major migrations in my career, and nobody’s done a migration like Solea.”
FAQ
Questions offices ask before switching
You’ll talk to people who know how a pest control office actually runs.
Talk to usYes. Solea is the system of record for accounts, properties, scheduling, billing and reporting, and the AI works inside that same record rather than on top of another system.
Yes. Calls, texts and emails link to the account through its contacts’ phone numbers and email addresses. Each property has a Communications tab that shows its notifications, inbox conversations and calls on one timeline.
Customers, properties, service history, recurring plans and open balances. We run alongside your current system until the office is comfortable, with a named person through the whole move.
Yes. It runs at a web address with your name in it, like customers.yourname.solea.ai, with your logo and colors. Customers sign in with a one-time code to see visits, pay invoices, manage autopay and download field reports. You choose which pages and actions they get, and the portal is turned on per office.
Each lead or property is marked residential or commercial, with facility types such as school, restaurant or warehouse. Commercial sites add zones, devices, floor plans and inspection history.
One record the whole office trusts.From the first call to the latest invoice.
See a real account in Solea, from first call to latest invoice, in a live walkthrough.
OvernightSun 6 PM to Mon 7 AMHandled while the office was closed
Calls answered149 booked
Texts and emails11auto-replied
Payments collected$2,8607 invoices
Monday's routes38 stopsbuilt at 3:00 AM
Booked9:14 PM · Ant treatment, Thu 10:30 AM