Pest Control Intake Forms & Client Questionnaires

When a homeowner calls and says "I have bugs," the next five minutes of questions determine whether you send a tech with a bait gun for a standard ant treatment or one with a full termite inspection kit, a moisture meter, and subterranean monitoring stations. Is it a single sighting or a full infestation? Are they seeing the actual pest or just evidence — droppings, sawdust frass, mud tubes, chew marks on wiring? Is it a rental property where the landlord is responsible, or a homeowner who has been spraying grocery store products for six months and made the problem worse? Every one of these details changes the service call, and most pest control companies are capturing them on a sticky note during a two-minute phone call.

The Pest Control intake form captures the information your dispatcher and technician actually need. Pest type — ants (carpenter, pavement, odorous house), roaches (German, American, Oriental), termites (subterranean, drywood), bed bugs, mice, rats, spiders, wasps, hornets, mosquitoes, ticks, fleas, pantry moths, silverfish, and wildlife (raccoons, squirrels, bats). It records where the pest was seen, when it was first noticed, how frequently sightings occur, and what the customer has already tried. Prior professional treatments are captured with dates and products used, because re-treating with the same chemical class the last company used is throwing money away if resistance has developed.

Why Pest Control Needs Specialized Intake

A general home services form asks for the address and a description of the problem. That tells your technician nothing useful. Pest control treatment decisions depend on property construction — slab foundation versus crawl space versus basement, because that determines where subterranean termites enter and where you place monitoring stations. It depends on building materials — wood siding, stucco, brick — because carpenter ants and powder post beetles target different substrates. It depends on landscaping: mulch beds against the foundation, standing water from poor drainage, firewood stacked against the house, and tree branches touching the roofline are all pest highways that your technician needs to know about before arrival.

The form captures critical safety information: children in the home and their ages, pregnant or nursing residents, pets (including fish tanks and reptile enclosures, which are acutely sensitive to airborne pesticides), chemical sensitivities, and asthma or respiratory conditions. It asks whether the property is on well water, because certain treatments have setback requirements from wells. This is not optional information — applying the wrong product in a home with an infant or a koi pond creates real liability.

Recurring Service and Account Management

Most pest control revenue comes from recurring quarterly or monthly service agreements, not one-time calls. The intake form includes fields for service plan interest, frequency preferences, and whether the customer wants interior-only, exterior-only, or both. It captures access instructions — gate codes, lockbox locations, pet containment plans — because your technician will be visiting this property every month and should not have to call the customer each time. For commercial accounts, it adds fields for business type, health inspection requirements, and compliance documentation needs.

Intake vs. Client Questionnaire

The intake form is your internal office document. Your CSR fills it out when the customer calls or your technician completes it at the first visit. It includes service routing notes, treatment protocol selection, product application records, and follow-up scheduling. The companion client questionnaire is what you email to the customer before the appointment. It asks them to describe the problem, note where they have seen activity, list any prior treatments, and confirm household safety details. Sending this before the visit means your tech shows up with the right equipment and products instead of discovering on-site that the home has a crawl space full of standing water.

Pricing

Each form is $12.99 for the complete set (intake + questionnaire), $9.99 for intake only, or $6.99 for questionnaire only. All PDFs are fillable in Adobe Reader and password-protected against editing.

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