PestPac Integration
Connect Smarter Launch to PestPac for a seamless end-to-end workflow — from sending a proposal to collecting payment and capturing scheduling preferences, all without leaving the proposal acceptance experience.
PestPac by WorkWave
Field Service Management
PestPac by WorkWave is a leading field service management platform for pest control companies. The Smarter Launch integration connects your proposal workflow directly to the CRM your team relies on every day — so accepted proposals, payments, and scheduling preferences land in PestPac automatically.
Proposal accepted. Everything committed.
The PestPac integration closes the gap between a signed proposal and a scheduled customer — payment collected, first appointment booked, and records synced without any manual steps.
Two-Way Customer Sync
New customers push from Smarter Launch to PestPac automatically. Changes in PestPac — names, addresses, contacts — flow back in real time. Smart duplicate prevention searches before creating new records.
Proposal & Document Delivery
Proposal PDFs attach to the matching PestPac customer record on send or acceptance. Site drawings and attachments can be included. Documents attach to the lead record or directly to the location file.
Payment Collection at Acceptance
Customers enter their payment details directly in the proposal acceptance flow — no separate billing step. ACH and credit card profiles are stored in PestPac against the customer record.
Scheduling Preferences at Acceptance
Customers can enter their scheduling preferences — day, time of day, and notes — directly in the acceptance flow. Your team has everything needed to book the first service without a follow-up call.
Lead Search & Linking
Search your PestPac customer base and open leads from Smarter Launch by name, address, email, phone, or PestPac ID. Link proposals to existing records without creating duplicates.
Custom Field Mapping
Map PestPac's custom fields to Smarter Launch customer fields. Values flow in both directions — pulled in during import and pushed back when customers are created or updated.
Set up once. Runs forever.
Connect your PestPac account
Enter your PestPac API credentials in Smarter Launch integration settings. The connection is verified instantly.
Import branches and team
Pull your PestPac branches as service locations and import employees in one click, with accounts created automatically.
Configure sync rules
Choose when customers push to PestPac — on creation, on proposal acceptance, or both. Set document delivery and payment collection preferences once.
Send proposals as normal
Your team works in Smarter Launch. Customer records, PDFs, and payment profiles flow to PestPac without any extra steps.
Customer accepts — everything captured
Proposal signed, payment collected, scheduling preferences noted — all in one acceptance flow, all pushed to PestPac.
What flows where.
Smarter Launch
Proposals & payments
PestPac
Your CRM of record
From
Smarter Launch → PestPac
- New customers pushed automatically
- Optional: push only on proposal acceptance
- Smart duplicate prevention before creating records
- Customer addresses and additional contacts synced
- Proposal PDFs attached on send or acceptance
- Site drawings and attachments included
- Documents attach to lead record or location file
- Payment profiles stored in PestPac on acceptance
- Scheduling preferences captured at acceptance
- Custom field values pushed on customer creation
From
PestPac → Smarter Launch
- PestPac branches imported as service locations
- Employees imported and assigned to locations
- Customer name, address, and contact updates flow back
- Custom field values pulled in during import
- Open leads searchable by date range and status
Sync Configuration
- Push customers on creation, acceptance, or both
- Attach proposal PDFs on send, acceptance, or both
- Include site drawings and attachments optionally
- Payment collection enabled per proposal template
- Scheduling preferences captured at proposal acceptance
- Custom field mapping configured once per integration
The loop closes before they close the tab.
Acceptance Loop
Close the loop in one step — proposal accepted, payment collected, and scheduling preferences captured before the customer closes the tab
Duplicate Prevention
No duplicate records — smart matching links to existing PestPac customers automatically
Document Delivery
Proposals delivered where your team works — PDFs and attachments land directly on the customer's PestPac profile
Qualified Customer Push
Only real customers enter your CRM — tie customer creation to proposal acceptance
Field Sync
Your data, consistent everywhere — custom fields and customer details stay in sync across both platforms
Faster First Service
First service starts sooner — payment collected and scheduling captured up front means no back-and-forth before the truck rolls
Already using PestPac?
See the full acceptance flow in action — we'll walk through setup and show you exactly how proposals, payments, and scheduling preferences flow into PestPac.
Stop losing deals.
Start closing them.
Join hundreds of growing field service companies using Smarter Launch to win more business every day.