Your First Week in PestPro CRM: A Day-by-Day Setup Checklist

The fastest way to fail with new software is to sign up and then stare at a blank screen. This checklist breaks your first week into manageable daily tasks so you build momentum instead of frustration.

By the end of day five, you will have a working CRM, not just an account.

Day 1: Set up your account

• Go to Settings and enter your full business name, address, and ZIP code.
• Add your business phone number.
• Verify the weather bar appears on your dashboard (it will once your address is saved).
• Upload your business logo if you want it on estimates and invoices.

Goal: Your account looks and feels like your business, not a blank template.

Day 2: Add your first 10 customers

• Navigate to Customers and start adding your existing customer list.
• For each customer, enter: full name, service address, phone number, and any notes (gate codes, pet info, access instructions).
• If they are on a recurring service, note the service type and frequency in their record.

Do not wait until your list is perfect. Get your top 10 customers in first, then continue adding over the coming weeks.

Goal: Your most important customers are in the system and ready to schedule.

Day 3: Schedule your first jobs and turn on reminders

• Go into each customer record and create a job for their next service visit.
• For recurring customers, set up a recurring service plan (service type, frequency, price).
• Navigate to Settings and configure your reminder template.
• Set reminder timing: 24 hours before, 2 hours before, or both.
• Enable automated reminders by default for all new jobs.

Goal: Your schedule is populated and reminders are ready to fire automatically.

Day 4: Create your first estimate and invoice

• Pick a customer and build a test estimate from their record.
• Add a line item, a price, and a note.
• Send it to yourself or a trusted contact to see what it looks like when received.
• Mark a test job complete and generate an invoice from it.
• Review the invoice format and confirm your business name and details appear correctly.

Goal: You know exactly how estimates and invoices look and feel before a real customer sees one.

Day 5: Set up your Google review link and bookmark mobile access

• Get your Google review link from your Google Business Profile.
• Save it in a PestPro message template as your review request.
• Open PestPro on your phone and bookmark it or save it to your home screen.
• Run through tomorrow's schedule from your phone to confirm everything is visible in the field.

Goal: Your mobile workflow is ready and your review request system is in place.

End of week 1: What you now have

• A fully configured account with your business information.
• Your first customers in the system with complete records.
• Jobs scheduled with automated reminders running.
• An estimate and invoice workflow you have tested and understand.
• Mobile access ready for your first full day in the field.
• A review request template ready to send after every completed job.

Week two is just doing the work and letting the system handle the follow-up.