Category
Pest control sales Excel templates
Organize the path from inquiry to approved service with files for leads, inspection notes, proposals, follow-up, renewals and referrals. Only published workbooks appear here.
Move each opportunity through a visible sales process
Lead trackers support intake and next actions; inspection worksheets capture observations for an approved estimator; proposal logs follow scope, price and response; renewal files show dates and outreach. These workbooks do not diagnose infestations or supply contract language.
Lead tracker or proposal tracker?
Use a lead tracker before a scoped recommendation exists. Use a proposal tracker once service, pricing and decision status have been recorded through the company’s approved process.