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Research Workbench v8

Our CRM Blueprint

20 blocks from a fresh research pass over pest control CRMs. 4 are new, Commercial accounts among them. 16 of the 20 appear in all 4 vendors we follow. Click a block to open it: why it matters, our CRM for it, and how each vendor does it. FieldRoutes is researched in depth: 558 screens from a read-only look at the account on 2026-11-02, placed into the 20 blocks and a FieldRoutes hub.

The research behind the blocks: what we added, renamed, merged and dropped, with sources
2 new
Customer account
4 of 4 vendors 1
FieldRoutes: 72 screens 3
Not Explored 2
How to read a block
  1. 14 of 4 vendors: how many of FieldRoutes, PestPac, Briostack and GorillaDesk show this block in the public pages we read. “Close match” means only a near term.
  2. 2Not Explored: how well we know the block, on a 5-step scale: Not Explored, First Look, Vendors Compared, Plan Drafted, Full Clarity. Ivan or Thomas sets it inside the block, and the block keeps who set it and when. The 5 boxes fill up one by one. Today every block is Not Explored, set by nobody.
  3. 3FieldRoutes: 72 screens: how many FieldRoutes screenshots the research placed in this block, out of 558 from the account. Open the FieldRoutes tab to read them. The other vendors have no screens yet. All of FieldRoutes.
  4. N2 new: items from Slack, an upload or the agent. They wait in the block inbox until a person accepts them. New block marks a block added on 27 Oct.
  5. VAcross all blocks, one page each: Our CRM, FieldRoutes, PestPac, Briostack, GorillaDesk.
Blueprint: 20 blocks in 6 groups
Sales and customers
Lead, sales and estimate
4 of 4 vendors
FieldRoutes: 35 screens
Not Explored
2 new
Customer account
4 of 4 vendors
FieldRoutes: 72 screens
Not Explored
New block
Commercial accounts
4 of 4 vendors
FieldRoutes: 4 screens
Not Explored
Service location
3 of 4 vendors
FieldRoutes: 9 screens
Not Explored
Service agreements and renewals
4 of 4 vendors
FieldRoutes: 57 screens
Not Explored
Scheduling and field work
Scheduling and appointments
4 of 4 vendors
FieldRoutes: 23 screens
Not Explored
Routing
4 of 4 vendors
FieldRoutes: 25 screens
Not Explored
Work order
3 of 4 vendors, 1 close match
FieldRoutes: 11 screens
Not Explored
1 new
Technicians and licenses
4 of 4 vendors
FieldRoutes: 52 screens
Not Explored
Mobile app
4 of 4 vendors
FieldRoutes: 6 screens
Not Explored
Compliance and treatment
Chemical use and state reporting
4 of 4 vendors
FieldRoutes: 23 screens
Not Explored
New block
Devices and bait stations
4 of 4 vendors
FieldRoutes: 6 screens
Not Explored
Inspection reports and audits
3 of 4 vendors, 1 close match
FieldRoutes: 14 screens
Not Explored
New block
Termite and WDO
4 of 4 vendors
FieldRoutes: 5 screens
Not Explored
Billing
Invoicing and billing terms
4 of 4 vendors
FieldRoutes: 34 screens
Not Explored
Payments and collections
3 of 4 vendors, 1 close match
FieldRoutes: 40 screens
Not Explored
Customer contact
New block
Customer messages and marketing
4 of 4 vendors
FieldRoutes: 58 screens
Not Explored
Customer portal
4 of 4 vendors
FieldRoutes: 3 screens
Not Explored
Insights and platform
Reporting and analytics
4 of 4 vendors
FieldRoutes: 35 screens
Not Explored
Integrations and API
4 of 4 vendors
FieldRoutes: 21 screens
Not Explored
Ground: the blueprint research, v8
The same blocks as a graph

How Work Moves Through a Pest Control CRM

Click a block to open it.
wins backbecomessubscribestorenews asisscheduledashas one ormorepays forotherhas manyholdsis visitedinusesis billedbyis paidbyis placed ongets a workorderis invoicedasshowstakesdriveshas formsshows inCustomer messagesand marketingNot ExploredTermite and WDONot ExploredChemical use andstate reportingNot ExploredLead, sales andestimateNot ExploredCustomer accountNot ExploredService agreementsand renewalsNot ExploredScheduling andappointmentsNot ExploredInvoicing andbilling termsNot ExploredPayments andcollectionsNot ExploredCommercial accountsNot ExploredService locationNot ExploredDevices and baitstationsNot ExploredRoutingNot ExploredWork orderNot ExploredCustomer portalNot ExploredTechnicians andlicensesNot ExploredInspection reportsand auditsNot Explored
  1. Customer messages and marketing wins back Lead, sales and estimate
  2. Lead, sales and estimate becomes Customer account
  3. Customer account subscribes to Service agreements and renewals
  4. Termite and WDO renews as Service agreements and renewals
  5. Service agreements and renewals is scheduled as Scheduling and appointments
  6. Customer account has one or more Service location
  7. Commercial accounts pays for other Customer account
  8. Commercial accounts has many Service location
  9. Service location holds Devices and bait stations
  10. Service location is visited in Scheduling and appointments
  11. Scheduling and appointments uses Chemical use and state reporting
  12. Scheduling and appointments is billed by Invoicing and billing terms
  13. Invoicing and billing terms is paid by Payments and collections
  14. Scheduling and appointments is placed on Routing
  15. Scheduling and appointments gets a work order Work order
  16. Work order is invoiced as Invoicing and billing terms
  17. Customer portal shows Scheduling and appointments
  18. Customer portal takes Payments and collections
  19. Technicians and licenses drives Routing
  20. Work order has forms Inspection reports and audits
  21. Inspection reports and audits shows in Customer portal
  22. Commercial accounts signs Service agreements and renewals
  23. Commercial accounts is billed with Invoicing and billing terms
  24. Commercial accounts is audited through Inspection reports and audits
  25. Payments and collections updates the balance of Customer account (hypothesis)
Solid arrow: a source shows this linkDashed arrow: our hypothesis, no source yetThe word on an arrow says what one block does to the next.

Drawn only inside the block and on a phone: Commercial accounts signs Service agreements and renewals; Commercial accounts is billed with Invoicing and billing terms; Commercial accounts is audited through Inspection reports and audits; Payments and collections updates the balance of Customer account (hypothesis). Not in the flow: Reporting and analytics, Integrations and API, Mobile app.