“I have four tabs open to answer one question.”
Email in Gmail, texts in another app, notes buried in the order, balances in a spreadsheet. You switch tools while the caller waits.
One system the whole office works from.
Calls, texts, tasks, renewals and invoices sit on one account, so nobody hunts through four tools. Follow-ups land on a shared board, and new hires learn one system.
TasksBoard · Open, In progress, Blocked, Done
Call back about termite quoteLinked call · Kailua · due today 2:00 PM · Leilani
OpenMove Thursday visit after rainLinked conversation · Kaneohe · Scheduling team
In progressGate code missing at Lanikai stopFrom technician app · saved to the customer
BlockedUpdate card before renewalBilling · linked invoice INV-20431 · due Fri
Open
Add a task from any call, text thread or appointmentPest control companies that run on Solea
Switched fromServSuite
Switched fromFieldRoutes
Switched fromFieldRoutes
Switched fromFieldRoutes
Switched fromPestPac
Switched fromPestPac
The job today
Sound familiar?
“Follow-ups live on sticky notes and in my head.”
Callbacks and notes from the field get lost between shifts, and the customer calls back annoyed.
“Every new hire has to learn a system nobody likes.”
Training eats your week, mistakes show up downstream, and you're the one fixing the data afterwards.
What changes
What changes in the office.
Customer management
One account holds the whole story.
Calls, texts, emails, notes, tasks, plans and invoices sit on one record. Search by name, phone, email, address or account number.
- Calls, texts and emails on each property's timeline
- Open tasks on the account, red when overdue
- History shows who changed what and when
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
AI Voice & inbox
Follow-ups go on a board, not a sticky note.
Add a task from any call or text thread, already linked to the account. Assign it, set a due date, and track it on the Tasks board.
- Add task straight from a call or conversation
- Techs add tasks from the field app
- Recurring tasks for the monthly to-dos
Voice AI/Calls
Search callsTodayAll outcomes
Kealoha Residence9:14 PM
Ant treatment
BookedBaker Residence8:52 PM
Reschedule service
RescheduledNakamura Dental7:40 PM
Termite inspection quote
BookedSilva Residence6:18 PM
Billing question
AnsweredAla Moana Suites5:47 PM
Bed bug treatment
Handed offKealoha Residence Booked
SummaryAnts are back under the kitchen door. Existing quarterly customer wants a visit this week and asked for a call before arrival.
Caller
Hi, the ants are back in the kitchen. Can someone come out this week?
Solea AII can do Thursday between 10:30 and 11:30 AM with Tyler, your usual technician. Does that work?
CallerPerfect. Can he call before he comes?
Ant treatment bookedThu, Sep 24 · 10:30 AM · Tyler
BookedAppointment note addedCall ahead before arriving
AddedSolea app · demo data
Billing & payments
Renewals in one list, not a spreadsheet.
See every subscription coming up for renewal and filter by date, plan, rep or price. Renew with a payment or send the invoice from the same row.
- Renewal notices go to the billing contact
- Take a card payment or send the invoice
- Push a new price to many subscriptions at once
Billing/Invoices
Search invoicesAll statusesThis month
Collected today
$4,812
Paid same day
93%
Open
$11,240
Autopay
68%
InvoiceCustomerService dateAmountStatus
INV-20418Kealoha ResidenceSep 24$135.08Paid
INV-20417Makai DentalSep 24$240.00Paid
INV-20416Park ResidenceSep 24$89.00Processing
INV-20411Lee ResidenceSep 23$129.00Paid
INV-20395Ohana CaféSep 10$310.00Past due
Solea app · demo data
A day with Solea
An office manager's day on Solea.
- 7:30 AM
Overnight calls, already on the books
Open the call log to see what the AI booked or rescheduled after hours, and the few calls it handed to the office.
- 9:00 AM
Stand-up from the Tasks board
Filter to Mine or by team, move cards from Open to In progress, and spot anything overdue before it turns into a complaint.
- 11:30 AM
A customer calls about a bill
One search pulls up the account: last visit, recent messages, the open invoice and its pay link, ready to text over.
- 2:00 PM
Next month's renewals
Filter renewals to the next 30 days, renew the ones paying by card and send invoices to the rest.
- 4:30 PM
A new hire starts Monday
Create their login from the employee profile, set what they can see module by module, and point them to the Help Centre.
What stays yours
Every customer who needs a person, every exception, and how your office runs. You decide who sees what, what the AI may book and what goes out automatically.
Results
From an owner who made the switch.
—Tools the office logs into each dayNo customer number yet
—Hours a week spent on callbacks and follow-upsNo customer number yet
—Days until a new hire works on their ownNo customer number yet
“Now we can focus more on the human aspect of it rather than spend so much time doing scheduling or routing or making collections.”
The rest of the office
Solea for everyone in the office
Every role works from the same live customer record, so nothing gets typed twice or lost between desks.
Owners
Grow without adding office staff
See the pageCustomer service reps
Routine calls handled; you take the rest
See the pageSchedulers & dispatchers
Routes build themselves around drive time
See the pageTechnicians
Their day, notes and history on one screen
See the pageSales reps
Proposals and contracts signed on the spot
See the pageBilling & accounting
Payments and past-dues that chase themselves
See the pageFeatures on this pageCustomer managementAI Voice & inboxBilling & paymentsScheduling & dispatchField mobile app
FAQ
Questions office managers ask first
You’ll talk to people who know how a pest control office actually runs.
Talk to usThey work in one system instead of several, so new hires learn one set of screens. The help center has step-by-step guides for each part of the office, and your Solea implementation lead sends your logins and runs the move with you.
Customers, properties, service history, recurring plans and open balances move over. Your Solea implementation lead runs the move with you, including the billing migration once your Stripe account is connected. To confirm
Yes. Access is set module by module for each employee and team. You create logins from the employee profile, several at once if you're onboarding a group.
Yes. Texts and emails match to the customer by phone number and email address, and each property's Communications tab shows its calls, messages and notifications on one timeline.
Yes. Filter the subscriptions list under Billing to the customers you mean, like one price band, and set the new price for all of them at once. Each customer moves to it on their next billing date. You type the new price, not a percentage.
Run the office from one place.Every call, task and invoice in one place.
See a real office day in Solea, from the overnight calls to next month's renewals, 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