In a food manufacturer’s dry-goods warehouse, a pest control account manager in a green work jacket, holding a dark folder, walks the racking aisle beside the client’s food-safety manager in a white coat and hairnet; a low black monitoring device sits at the foot of the racking.

Service Proposals, Prevention Plans, Service Invoices

Quoted at the dock door. Paid on the record.

A proofing job you spotted on a round, or a year of inspections for a food plant: write the Service Proposal once. Your client approves through the emailed link, the deposit clears before you order materials, and the Service Invoice reuses those lines once the work is signed off.

Claim early access Follow one job to paid

Service Proposal · sample

Dock door proofing · Distribution center
Approval Pending

Larkmoor Foods · 6 dock doors, 1 pipe penetration

  • Bottom seals and brush strips, dock doors 1–6$1,020
  • Pipe penetration packed with steel mesh, sealed$260
  • Follow-up inspection of every sealed point$160
  • Total$1,440
  • Deposit on approval (30%)$432
Illustration · invented client · sample data

From the proposal to paid

One proofing job, one record, from the opening quote to the closing payment.

Gaps under the dock doors at the distribution center turned up on last month’s round. Follow the repair through its record: every line priced once, never retyped, and nothing reaches your client before you send it.

  1. Price the workSeals and brush strips for six doors, the pipe penetration, and a follow-up inspection to prove it held. Each line gets a fixed price — or you bill the hours where the job can’t be sized from the doorway.
  2. Send the Service ProposalAn email takes your client to every priced line and the deposit asked for. Approval is optional: for small fixes on an account you already serve, you can skip it and put the job straight on the Inspection Calendar.
  3. Your client approvesFrom a phone in the warehouse office or a desk at head office, your client approves — or declines and gives a reason. You can tell when the proposal was opened and which answer came back.
  4. A deposit before the materialsAlso optional, decided per job: a set amount or a percentage of the total. When a deposit is asked for, the job holds at Awaiting Deposit and moves to Scheduled as soon as your client pays.
  5. Start the workAt the doors, press Start work. Your client receives an email that the proofing has begun at their distribution center.
  6. Sign it offWhen every door closes tight and the daylight check is logged, press Complete. An email tells your client the proofing is finished, and the Service Invoice opens with every line in place.
  7. The Service Invoice, from the same linesThe three lines carry across, less the deposit your client has paid. Review the total, then one click sends it.
  8. Paid in fullThe balance payment is logged on the Service Invoice, and an email confirms receipt to your client.

JobDock door proofingDistribution center · Larkmoor Foods Approval PendingAwaiting DepositScheduledWork In ProgressCompletedPaid

DetailsProposalPaymentsInvoiceHistory

  • Bottom seals and brush strips, dock doors 1–6$1,020
  • Pipe penetration packed with steel mesh, sealed$260
  • Follow-up inspection of every sealed point$160
  • Deposit · 30%$432DuePaid
  • Balance$1,008DuePaid
  • Subtotal$1,440
  • Deposit paid−$432
  • Balance due$1,008
Subtotal
$1,440
Deposit (30%)
$432
Balance after deposit
$1,008

Service Invoice · from this jobReview & sendService Invoice · sentPaid

Illustration · invented client · sample data. Prices change with the market picked in the page header.

Once the balance is in

A thank-you from your company, the paid invoice attached.

When your client settles the balance, your company’s thank-you email goes out with the Service Invoice attached and marked paid — the copy their accounts team files beside the food-safety records. Open the attachment as they would.

From:
Your company
To:
Operations manager · Larkmoor Foods
Subject:
Your company - Payment received

Your company

Paid

Hello,

Thank you — we have received your payment for the dock door proofing at the distribution center. Nothing remains due on the Service Invoice.

Payment date
Fri, Oct 16
Payment method
Card online
Amount paid
$1,008
Remaining balance
$0

Anything unclear about this payment? Just reply, and our office will answer.

Service Invoice · INV-1187Dock door proofing

Bill toLarkmoor FoodsIssuedWed, Oct 14

Distribution center · Larkmoor Foods

  • Bottom seals and brush strips, dock doors 1–6$1,020
  • Pipe penetration packed with steel mesh, sealed$260
  • Follow-up inspection of every sealed point$160
  • Total$1,440
  • Deposit paid · card online · Oct 6−$432
  • Balance paid · card online · Oct 16−$1,008
  • Balance due$0
Paid

Sample email and Service Invoice for an invented client · amounts in the header’s market currency

Work Record · optional, yours to send

Before, after, and every step between — ready when your client asks.

The moment a job is signed off, its Work Record is already there: each step as your technician logged it, a before and after photo, the materials used and the time on site. Keep it in the facility’s history, or pass it to your client on request — or any time the work is worth showing. Nothing is sent without you, and the Service Invoice never waits on it.

  • Built as the work is logged — no write-up waiting at the office afterward
  • Sent only when you choose: on request, or at will
  • Kept in the facility’s history either way, ready for the next audit file

One job’s record; the month’s goes into the IPM Audit Package

Work RecordDock door proofingDistribution center · Larkmoor Foods · Tue, Oct 13 · DanaReady · not sentSent to client · 4:38 pm

Close up at floor level, the bottom corner of a grey steel roller dock door in a warehouse: its rubber seal is torn and daylight shows through the gap under the door.
The same dock door after the repair: a new black rubber seal runs along the bottom edge and meets the floor tightly, with no daylight showing underneath.
BeforeAfter
  1. Worn bottom seals removed, door edges cleaned
  2. New seals and brush strips fitted, doors 1–6
  3. Pipe penetration packed with steel mesh and sealed
  4. Daylight check at every door, photos logged
Materials
Bottom seal × 6 · brush strip × 6 · steel mesh, sealant
Time on site
3 h 25 min

Technician’s note Door 4’s frame is dented at the base — worth fixing before the new seal wears.

Optional · on request or at willKeep on recordSend to client

Illustration · invented client · sample data

Prevention Plans

The whole program, on one signature.

A food plant’s inspections for the year go into one Service Proposal — the Prevention Plan — with each kind of round at its own price and frequency. When your client approves it, every round in it is approved and set on the Inspection Calendar.

  • Every round stands as a separate record, carrying the plan’s price and protocol
  • A call-out between rounds, or extra proofing found on one, is quoted and invoiced as its own lines
  • Each Service Proposal and Service Invoice can be printed or kept as a PDF under your company’s name

How the Inspection Calendar books it

Service Proposal · Prevention PlanLarkmoor Foods · Bakery plant · the yearService Proposal approved

  • Exterior bait stations · monthly12 rounds × $145
  • Interior traps and monitors · every two weeks26 rounds × $120
  • Insect light traps · weekly, May to September22 checks × $45

Approving this Prevention Plan approves every round in it.

Illustration · invented client · sample data · frequencies are yours to set

Payments

Card online, or the way accounts pay in your client’s country.

In settings, pick the payment methods your clients may use from your country’s list. Whatever account details you enter appear in the email that carries the Service Invoice, so the accounts team at a food plant or a hospital knows exactly how to pay you.

Payment methodsUS

Card payments online · at launch

Methods for this country

  • Zelle
  • Venmo
  • Cash App
  • PayPal
  • ACH
  • Wire Transfer
  • Cash
  • Check
  • Apple Pay
  • Google Pay
  • Square

This list matches the market picked in the header; at launch, the site uses your own location.

History

Who did what to the job, and when.

Every action is stamped with who took it — you, your client or the system — and when. If a client’s accounts team asks what was approved and the date it was paid, the History tab already holds the answer.

HistoryDock door proofing

  1. YouService Proposal sent
  2. ClientProposal opened
  3. ClientService Proposal approved
  4. SystemDeposit requested
  5. ClientDeposit paid
  6. YouWork started · client emailed
  7. YouWork completed · client emailed
  8. ClientBalance paid · paid in full
  9. SystemPayment confirmation emailed

Illustration · invented client · sample data

On the same record

The work behind every line you bill.

Questions

About proposals, deposits and invoices

Is this available now?

Not yet. Service Proposals, Prevention Plans, deposits, Service Invoices and payment records all arrive with Pesvaro at launch; every scene here is illustrated with an invented client.

Does the Service Invoice go to my client automatically?

No. It is built from the job’s own lines, so nothing is typed twice, and it reaches your client only after you have reviewed it and pressed send.

Can I take a deposit before buying materials for a proofing job?

Yes, when you want one. Set it on the Service Proposal as a flat sum or a percentage; until your client pays it, the job sits at Awaiting Deposit, then moves to Scheduled.

Can one proposal cover a whole year of inspections?

Yes — that is the Prevention Plan. Each kind of round carries its own price and frequency, and approving the plan approves every round in it.

Can I bill a call-out or extra work found on a round?

Yes. Put the materials and hours on the job; each becomes a separate line of the Service Invoice, so your client can see what every charge is for.

Two pest control technicians in green work tops prepare their service cases at a workbench in their company’s tidy workshop, shelves of plain black bait stations and trap boxes behind them.

Founding access

Quote it, run it, get paid — on one record.

Founding access is open to commercial pest control and IPM companies ahead of launch. Share your name and work email and we’ll send launch news, once a confirmation email has checked your address.

Launching with a 14-day free trial. No card needed.

Claim early access
Pest Control Proposals, Contracts & Invoices | Pesvaro