Quote with line items
Build proposals from your service types, with percent or fixed discounts, one-time or recurring.
Proposals signed online, invoices built without retyping
Send a proposal as a contract customers sign online. Once signed, the plan starts on its own, and invoices go out with a link to pay or charge the card on file.
Proposal · Makai ResidenceQuarterly Pest Control · 4 visits a year
Initial treatment$195.00 · one time
Quarterly service$129.00 per visit
Discount10% off initial · one time
ContractViewed today, 9:02 AM
Signed
Signing accepts the proposal and creates the subscriptionPest 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
From quote to cash without retyping
Get it signed online
Send the proposal as a contract. Customers review, e-sign and add a payment method in one flow.
Turn a signature into a plan
When the contract is signed, the proposal is accepted and the plan goes live, discount included.
Invoice without retyping
Invoices build themselves from the visit or the plan, with tax by jurisdiction, PO number and an online pay link.
How it works
Proposal, signature, plan, invoice
- 1Build the proposal
Add services and prices from your templates, a discount if needed, and an expiry date.
- 2The customer signs
They open a link, confirm their details, e-sign and save a payment method from any phone or computer.
- 3Work flows into billing
The plan goes live on the property. Per-visit plans invoice at completion, recurring plans on their billing date, and auto-charge takes payment from the card on file.
Sales/Proposals/Makai Residence
MRSignedResend
Proposal · Makai Residence
ItemFrequencyPrice
Initial treatmentOne time$195.00
Quarterly Pest Control4 visits a year$129.00 / visit
Discount: 10% off initialOne time−$19.50
Due at signing$175.50
Contract
SentSep 22, 4:10 PM
ViewedToday, 9:02 AM
SignedToday, 9:06 AM
Subscription createdQuarterly Pest Control
Solea app · demo data
You stay in control
Your team sets the prices, discounts and contract templates, sees when a contract is sent, viewed and signed, and can void an unpaid invoice or write off what’s still owed.
What’s included
Everything between the quote and payment
Proposals with discounts
Line items from your service types, with percent or fixed, one-time or recurring discounts.
Contracts and e-signing
Templates auto-fill customer, property and plan details, and customers sign from a link.
Contract status tracking
See when each contract is sent, viewed and signed, and send the customer a confirmation the moment they sign.
Invoices that build themselves
On per-visit plans, completing a visit creates its invoice and charges the card on file when auto-charge is on.
Tax, PO numbers, add-ons
Sales tax by jurisdiction, PO numbers, and add-ons billed as separate lines.
Pay link on unpaid invoices
Every invoice with money owing, and its PDF, carries an online pay link.
Results
Signed faster, paid sooner
93%of invoices paid the same day at Pest Tech Hawaii (from 11%)Pest Tech Hawaii case study
—Time from inspection to signed contractNo customer number yet
—Proposal close rateNo 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.
Billing & payments
Signed contracts collect the payment method billing will charge.
Learn moreCustomer management
Proposals sit on the sales opportunity. Contracts and invoices sit on the customer’s record.
Learn moreScheduling & dispatch
Book the lead’s inspection, then the first recurring visit.
Learn moreConnects withStripeSmarterLaunch
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- 01Recurring plans and open balances come over with your customers.
- 02Imported invoices without a PDF can still be downloaded.
- 03A named person stays with you through the move.
“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. You send the proposal as a contract, and the customer reviews it, e-signs and adds a payment method from a link. You see when it’s viewed and when it’s signed.
Yes. When the contract is signed, the proposal is accepted, the opportunity is won and the plan goes live with any discount. If you required a payment method, the plan starts once the customer adds it.
Proposals are built in the office app. In the field, techs can change a visit’s service type and price where your office allows it.
On per-visit plans, completing a visit creates its invoice, and recurring plans bill on their billing date. When auto-charge is on, the card or bank on file is charged. Otherwise the customer gets the invoice with a link to pay online.
Yes. Create manual invoices with line items, PO numbers and tax, bill add-ons sold on a visit as separate lines, and void or write off an invoice when needed.
From yes to paid, without retyping.Proposal, signature, plan, invoice.
See a proposal go from draft to signed contract to paid invoice in one 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