Initial clean-out1 × $240.00$240.00
Track every plan and station in one pest control CRM.
Liteo is a pest control CRM for home plans and commercial accounts. Quote from your catalog, bill each plan monthly, and see which stations are due.
app.liteo.io/businesses/harbor-mills-foods
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Warehouse rodent program
$4,840 · Quote sent · Harbor Mills Foods
Waiting for Harbor Mills FoodsMark as acceptedDocuments
Bill to Harbor Mills Foods · Valid until Jun 2 · Due in 14 days
ItemQtyUnit priceDiscountTotal
Rodent bait station
Perimeter, one every 15 m
24
28.00
None
0
Multi-catch mouse trap
Inside the dock doors
12
34.00
None
0
Insect light trap
Packing hall and canteen
4
340.00
None
0
Initial clean-out
Before the program starts
1
240.00
None
0
Commercial service visit
Monthly · 12 months
Every station checked, once a month
1
180.00
None
0
Add item
Subtotal$2,860.00
Total, first invoice$2,860.00
Contract total$4,840.00
Deal
Deal name
Warehouse rodent program
Stage
Quote sent
In this stage for 4 days
Follow-up date
May 6
Value
4,840USD
Value and currency set by line items
Probability
60%Owner
SOSam Okafor
Co-owners
Add
Billing
First invoice
06/01/2026
Monthly invoices fall on the 1st of each month.
06/01/2026
Setup and Service visits, June
First invoice
$2,860.00
07/01/2026
Service visits, July
$180.00
08/01/2026
Service visits, August
$180.00
Show all 12 invoices
Drafts wait for you to issue them. Nothing is sent automatically.
Documents
Q-2041
Sent May 3 · $4,840.00
- Quote sentMay 3
- WonWaiting
- Invoiced
- Paid
Stage History
Created
Apr 28
2d
Visit booked
Apr 30
by Sam Okafor
3d
Quote sent
May 3
by Sam Okafor
4d
ContactsTasksNotesEmailFiles
Who this pest control CRM is for.
Run one of these or all three. The account record underneath is the same.
You sell home protection plans.
A visit every 3 months, billed $45 a month with no end date. Start billing and the clean-out goes on the first invoice, then a draft follows each month for you to check.
- Homeowners
- Landlords
- Property managers
- HOAs
Home protectionAccepted
Q-2036 · Version 1 · Valid until 05/14/2026
Home protection planMonthly · No end date1 × $45.00$45.00 / monthuntil you end it
Terms and notes
A service visit every 3 months, billed monthly. The plan runs until you end it.
Subtotal$285.00
Total, first invoice$285.00
Contract total$780.00
You service commercial accounts.
Bait stations around the perimeter, light traps in the kitchen, checked every month. Record each unit at its site, and Liteo opens the next check when it's due.
- Restaurants
- Food warehouses
- Offices
- Hotels
You do termite and specialty work.
Termite stations, exclusion work, one-time inspections. Pick 14 monitoring stations and an inspection from your catalog, and the lines add up to $503.
- Termite
- Rodent exclusion
- Bed bugs
- Wildlife
Catalog
Add item
Search products...
All types| Name | Category | Price | |
|---|---|---|---|
| Termite monitoring station | Termites | $22.00 | |
| Termite bait cartridge | Termites | $38.00 | |
| Exclusion mesh, 10 m | Exclusion | $45.00 | |
| Door sweep, 36 in | Exclusion | $26.00 | |
| Termite inspection | Termites | $195.00 | |
| Rodent exclusion work | Exclusion | $85.00 |
For pest companies that treat the same address again.
Liteo remembers each account's plan and where every station sits. The next visit, check, or invoice gets a date.
Start free for 14 daysOne pest control CRM,
from first call to next visit.
Capture the lead
The inspection form on your website brings each request in as a lead.
Quote the plan
Price the stations and the monthly visit from your catalog, then send the PDF.
Warehouse rodent programDraft v1
Q-2041 · Version 1 · Valid until 06/02/2026
Send quote
Rodent bait station24 × $28.00Perimeter, one every 15 m$672.00
Multi-catch mouse trap12 × $34.00Inside the dock doors$408.00
Insect light trap4 × $340.00Packing hall and canteen$1,360.00
Initial clean-out1 × $240.00Before the program starts$240.00
Commercial service visitMonthly · 12 months1 × $180.00Every station checked, once a month$180.00 / month× 12 = $2,160.00
Add item
Bill the plan
The install goes on the first invoice. Each month after, Liteo drafts the next one.
Bring them back
When a station check or quarterly visit is due, the task is on your tech's list.
Price a roach program from your catalog.
Send it as a quote.
Gel bait, monitors, UV tubes, and glue boards are saved once, with their prices. Add them to a deal and the quote adds itself up, tax included.
Catalog
Add item
Search products...
All types| Name | Price | |
|---|---|---|
| Rodent bait station | $28.00 | |
| Multi-catch mouse trap | $34.00 | |
| Insect light trap | $340.00 | |
| Glue board, light trap | $6.00 | |
| Cockroach gel bait, 30 g | $18.00 | |
| Commercial service visit | $180.00 | |
| Rodent bait blocks, 4 kg | $64.00 | |
| Termite monitoring station | $22.00 |
Kitchen roach programDraft v1
Q-2051 · Version 1 · Valid until 05/30/2026
Send quote
Bill to
Refresh customer details
Casa Verde Kitchen
Billing address
315 Market Street
Fairhaven, OR 97231
Deliver to
Same as billing address
Customer’s reference
Their PO or reference number
Attention of
Customer tax ID
Valid until
05/30/2026
Payment terms
30
daysPrepared by
SOSam Okafor
Cockroach gel bait, 30 g6 × $18.00Prep line, dish area and stores$108.00
Pheromone monitor10 × $9.00Under counters and by the drains$90.00
UV tube, 15 W4 × $24.00Two per light trap$96.00
Commercial service visit1 × $180.00Treat the kitchen and place the monitors$180.00
Add item
Subtotal$474.00
Sales tax 8%$37.92
Total$511.92
Bill the install once and the plan every month.
One deal carries both. Start billing and Liteo issues the first invoice, then drafts one every month after.
How quotes and invoices work- Once
- A clean-out or termite job, invoiced from the accepted quote.
- Monthly
- Give the plan 12 months, or no end date.
- Both
- The install and the first month share one invoice. The plan carries on.
- Checked
- Each monthly draft waits for you before it goes out.
Know every station, and where it sits.
Log each bait station and light trap at its site and the room or yard it guards. Every check and call-back stays in the account's service history. Each due date raises a task.
How installations workStation checks come round on their own.
A restaurant's light traps get checked every month, its multi-catch traps every 2. Termite stations at a house, every 3. Set the interval on the product once, and Liteo opens the next job when it's due.
How service intervals workLink the glue boards to the light trap.
Add the service visit and the consumables each check needs. When the next check comes up, they're already on it.
How the catalog works
Ask your AI which stations are due.
Connect Claude, ChatGPT, Codex, or Cursor to Liteo through its MCP server. Ask for the account, the open quote, or the next check, and let it file the follow-up.
https://app.liteo.io/api/mcpIt signs in as you and works with your permissions. Anything hard to undo needs your yes, and quotes and invoices stay drafts until you send them.
Works with the apps you already use.
Liteo is in Zapier's app directory and on Pabbly Connect. Bring inspection requests in from your other tools, and send won accounts out to them.
How to connect Zapier or Pabbly- Leads in
- An inspection request from another site lands in Liteo as a lead, with an owner.
- Wins out
- A commercial account is won, and a message goes to Slack.
- Records out
- Every new account becomes a row in your spreadsheet.
Coming: Gmail and Outlook, Google and Microsoft calendars.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Try it: drag a deal
Liteo also works
for the trades next door.
Every trade gets its own page with its own examples. The customer record underneath is the same.
The same Liteo, after dark.
Switch to dark mode from your account menu or in Settings › Appearance. It's set per device.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
$9per user / month
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Your next station check should already be waiting.
Import your account list, set an interval on each product, and see who's due this week.
- 14 days free
- No card
- Cancel anytime