Everything a pest control operation runs on, in one platform
Sales, service, compliance and billing on one customer record, built inside a working pest control company since 2012 rather than adapted from a generic field service tool.
Two products, one platform
Available separately or together. Both run on the same customer record.
Dream Sales CRM
Handraiser to close
The pest-native revenue engine that takes every lead from first touch to signed agreement. Runs on top of whatever ERP you have today, or alongside Dream ERP.
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Dream ERP
Signed deal to back office
Work orders, routing, compliance and invoicing consolidated into one pest-native platform, built to shorten the service-to-cash cycle.
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Win the work
A pest control deal is won or lost in the gap between the call and the signature, and most of that gap is paperwork. The quote that takes a day to produce. The proposal rebuilt at a desk from notes. The follow-up nobody made. Everything here exists to close that gap while the customer is still interested.
Lead management
Every lead from web, phone, door-to-door and referral in one prioritized pipeline, with filters, a configurable column layout and one-click progression through follow-up, void or dead.
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Pricing and quotation
Property details pulled automatically so a customer can get an instant estimate from their address and service type, and reps quote off one dynamic pricing engine instead of judgement.
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A structured discovery process tuned for pest, termite, lawn and specialty services, with cross-sell and upsell prompts built into the flow.
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Territory drawn and assigned on a map, knock status recorded at the pin, and a sale closed with payment and a signature at the door.
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Send an unsigned agreement by email or text, preview it before it goes, and let the customer review, select their service and sign. Signed and unsigned both stay on the record.
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Scan the forms you are legally required to use straight into the system, then drag and drop the fields you need and place graphs and photos directly into the document.
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Run the service
Between the signed agreement and the completed visit sits the part of the business that actually costs money: who goes where, in what order, with what on the truck. An hour of windshield time per technician per day is a branch's worth of margin across a year.
Setup and work order generation
Set the service frequency once and the recurring work orders generate behind it, monthly, bi-monthly or quarterly, with invoices raised on however that customer pays.
Work order management
The record a job travels on, from creation and assignment through to confirmed completion, with technician notes, chemical logs and completion photos attached as it goes.
Scheduling and dispatch
One board carrying the day. Find the customer, drag the job onto an available technician, and they get an email or SMS with the work order attached.
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Routing and optimization
Plan the fastest routes and save hours each day. Cut routes on the map the way you cut territory, and test a new job against every technician's week before you promise a date.
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AI scheduling and best fit
Matches the right technician to each job on proximity, certifications and customer history, then sequences the day around it for fewer drive miles and more stops.
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Field technician mobile app
Technicians run residential and commercial services from the app, capture before and after images, upsell on the spot, and send a lead back to sales from the driveway.
Vehicle and resource management
Fleet visibility and accountability in one screen: mileage, maintenance windows and equipment assignment across the whole operation.
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Inventory management
Chemical and supply stock tracked automatically against completed work orders, with low-stock alerts, usage by technician and product, and reorder triggers.
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Get paid, and pay your people
Service delivered is not revenue collected. The gap between the two is where a mid-market operator loses a month of cash: invoices raised late, accounts nobody chased, and a pay run assembled by hand in a spreadsheet every fortnight.
Batch management and invoicing
Review the day's completed work, correct anything wrong, and release it as one batch that charges or invoices each customer the way they pay.
Payments and collection
Capture payment at the time of service or on monthly recurring billing, then work overdue accounts with statements and tiered collection letters set to your own payment terms.
Dream Pay
Payroll for a workforce that is mostly on commission. Sales commission and production commission calculated from the work already recorded, with the arithmetic visible behind every figure.
Customer portal
Customers reschedule, pay and sign for themselves, and the change writes back in real time. The calls that should self-serve stop reaching your CSRs.
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Built for pest control
This is the part a horizontal field service tool cannot follow you into. Compliance is not a module somebody added; it is the reason Dream exists. The first version was written in 2012 to get a WDO inspection off paper before the inspector arrived.
WDO and termite management
Run the inspection, attach the property graph, and move termite completion reports through your own approval chain, from corporate down to branch admin.
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E-Logbook
Service records, inspection logs and history kept organized by site and retrievable the moment an auditor asks, which is what a commercial account expects on the wall.
Open integration
Dream runs on top of the ERP you already have, or alongside it: PestPac, Evolve, Sage, NetSuite or your own stack, with the new account and first work order pushed across automatically.
“Now we have 1 flow from the initial call to setting up service.”
Brandi J., Project Implementation Manager, verified G2 review
TRUSTED BY LEADERS ACROSS THE INDUSTRY
See the whole arc on your own operation
Bring a lead, a route and an invoice
We will take a lead through to a booked job, route the week around it, and show the invoice coming off the same record.