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How It Works

From sign-up to
first deal closed

Four steps. That is all it takes to go from paper-based sales to closing deals digitally in the field.

01

Sign Up & Configure

Create your account in minutes. Upload your logo, set up your service catalog with pricing, and configure your contract templates. THIO adapts to how you already sell -- you are not learning a new process, you are digitizing yours.

  • A full pest control catalog loaded before you log in
  • Rename any service -- your words reach the quote and the contract
  • Your logo and colours on every document
  • Set up locations, territories and rep assignments
02

Connect Your Tools

Link the systems you already use. QuickBooks or Xero for accounting, PestPac or ServSuite for field service management, Google or Outlook calendar for scheduling. Everything syncs automatically -- no double entry, and no rip-and-replace.

  • QuickBooks and Xero accounting sync
  • PestPac and ServSuite field service sync
  • Google Calendar and Outlook scheduling
  • Stripe payments and Documenso signatures
03

Run Your First Inspection

Send your rep to a property with a tablet. THIO walks them through the visit step by step, and the property diagram draws itself from parcel and building-footprint data before they reach the door. They add findings, photos, and corrections right on the diagram.

  • Property diagram generated from the address alone in most areas
  • Draw it by hand anywhere the parcel data is thin
  • Every wall segment measured automatically
  • Photos and video pinned to the spot they were taken
  • Termite pressure zone and neighbour service history on screen
04

Close the Deal

Prices come off the measurements the diagram already took. Show the homeowner monthly or total, run their financing through your own lender and terms, and hand them the tablet to sign. Take payment in the driveway. Five documents generate themselves and file where your office already looks.

  • Pricing driven by the diagram, not by a rep typing a number
  • Financing through your own lender, tiers and terms
  • Card, cash, check, or your own in-house financing
  • Proposal, agreement, quote, diagram and report generated automatically

Ready to get started?

Request a demo and we will walk you through everything -- from setup to your first closed deal. Most teams are up and running the same day.