“I write proposals in one tool and retype them in another.”
The price and discount get typed twice, and after the yes someone rebuilds the plan by hand.
Get the yes signed before you leave.
Build the proposal from your own plans and prices and send it as a contract. They sign on their phone and add a payment method, and the plan goes live as soon as they finish.
Quarterly Pest ControlProposal · Makai Residence, Kailua
Recurring$129.00 every 3 months
Setup fee$195.00
DiscountNew customer · 10% off · One time
SentSep 24, 2026
View subscriptionPest control companies that run on Solea
Switched fromServSuite
Switched fromFieldRoutes
Switched fromFieldRoutes
Switched fromFieldRoutes
Switched fromPestPac
Switched fromPestPac
The job today
Sound familiar?
“In season, I lose track of who called which lead back.”
Leads sit with no owner, and the ones that wait longest go to whoever calls them first.
“They say yes, then wait a week for someone to book them.”
Every day between the signature and the first visit is a day the customer can cool off or cancel.
What changes
From yes to a plan on the books
Estimates & invoices
Proposals from your own plans and prices
Pick a plan template and a price tier, then add a discount and an expiry date. The proposal sits on the deal in your pipeline, so nothing gets retyped after the yes.
- Price tiers from your templates, or custom pricing
- Discounts recorded as discounts, not edited prices
- A list of proposals expiring this week
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
Billing & payments
Signed on their phone, with a payment method on file
Send the proposal as a contract. They open the link, sign, and add a payment method in the same flow. The proposal is accepted and the plan goes live.
- Email the contract or open the link on your screen
- Choose whether signing asks for a payment method
- See when it was sent, viewed and signed
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
Scheduling & dispatch
Book the first visit in the best open slot
Signing activates the plan. Book the initial visit from open slots sorted by the drive time they add, and the visits after that schedule themselves.
- Signing wins the deal and activates the plan
- Open slots sorted by the drive time they add
- Later visits schedule themselves from there
Dispatch Board/Routes for Thu, Sep 24
Search jobsThu, Sep 24HonoluluOptimize
TN
Tyler8 stops · 5.5 mi
8:00 AM
Baker ResidenceQuarterly Pest ControlCompleted4 min
9:10 AM
Kealoha ResidenceAnt treatmentConfirmed8 min
10:30 AM
Silva ResidenceRodent follow-upScheduled5 min
11:45 AM
Makai DentalCommercial monthlyScheduledDK
Devon7 stops · 6.1 mi
8:30 AM
Lee ResidenceQuarterly Pest ControlCompleted9 min
9:45 AM
Park ResidenceMosquito serviceEn route4 min
11:00 AM
Ohana CaféMonthly commercialScheduled6 min
1:00 AM
Nakamura ResidenceTermite inspectionScheduledKA
Kai8 stops · 4.8 mi
8:15 AM
Palolo Heights HOACommon areasCompleted3 min
9:20 AM
Aloha MarketCommercial semi-monthlyCompleted7 min
10:40 AM
Kahala ResidenceQuarterly Pest ControlConfirmed6 min
12:10 AM
Ala Moana SuitesBed bug treatmentScheduledSolea app · demo data
A day with Solea
A sales day with Solea
- 7:45 AM
Triage before the first call
The Triage page lists leads with no activity in 7 days, deals with no owner, and proposals that expire this week.
- 9:30 AM
Book the inspection
A new lead wants a termite inspection. Book it from the opportunity with the guided booking flow.
- 11:15 AM
Proposal at the kitchen table
Pick the plan and its price tier, add a new-customer discount and an expiry date, then send it as a contract.
- 11:40 AM
Signed before you leave
They sign on their phone and add a payment method. The deal is won, the plan goes live, and you book the first visit.
- 4:30 PM
Check your numbers
Close rate by sales rep shows your wins. Completed Appointments by Sales Rep shows your completed visits and what's been paid.
What stays yours
The conversation, the price and the close. You pick the plan, the tier and any discount, and you decide when a deal is lost. Solea keeps the paperwork, the follow-up list and the plan setup off your plate.
Results
From an operator who made the switch.
—Proposal close rateNo customer number yet
—Days from inspection to signed contractNo customer number yet
—Days from signature to first visitNo customer number yet
“Things that we’ve done manually for a decade have changed. It just happens automatically now.”
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 pageOffice managers
One system the whole office runs on
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 pageBilling & accounting
Payments and past-dues that chase themselves
See the pageFeatures on this pageEstimates & invoicesBilling & paymentsScheduling & dispatchCustomer managementReporting & analytics
FAQ
Questions sales reps ask first
You’ll talk to people who know how a pest control office actually runs.
Talk to usYes. Email the contract and they sign from their phone, or open the signing link on your own screen and hand it over. They sign and add a payment method, and you see when it was sent, viewed and signed.
The proposal is accepted, the opportunity is marked won, and the draft plan goes live with your discount carried over. If you required a payment method and they skipped it, the plan waits until they add one. You book the initial visit from open slots, and the visits after that schedule themselves.
Not a separate one. Reps work leads, proposals and contracts in the Solea web app, which you can open on a phone, and customers sign on any phone from the link.
It shows the inputs, not the payout. Completed Appointments by Sales Rep lists finished visits under the rep who sold the plan, with revenue and what's been paid. Close rate by sales rep shows your wins, and a deal can credit more than one rep.
Leads you add with a source, and leads from a connected Scorpion account. Work them in a table or a pipeline from New to Won. Already quoting in SmarterLaunch? It connects to Solea, and signed contracts file onto the customer's record.
See a proposal get signed on a phone.The plan is created the moment they sign.
Watch a proposal go from draft to signed contract to a booked first visit in one 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