FieldRoutes calls it: Subscription, Service Type, Service Plan
From a read-only look at the FieldRoutes account on 2026-11-02 and its official manuals. Each line ends with its evidence: Observed in the account, Documented in a manual, or not tested. Capture numbers link to the screen below. All of FieldRoutes across the 20 blocks
In FieldRoutes, a customer buys service through a subscription. A subscription takes its defaults from a reusable service definition: a Service Type (one service policy), a Service Plan (an ordered, seasonal program of rounds) or a Service Bundle (a package of several services). Add-ons, discounts, custom schedules and frequency options shape the price and the calendar. Contract templates, contract terms and form templates turn a subscription into a document the customer signs. Renewal notices, renewal triggers and reports follow the agreement over its life. The research covered this block in depth. 57 screenshots are placed here, and 90 more from other blocks matter here. They cover the Service Related setup pages (service types, plans, bundles, add-ons, discounts, custom schedules, frequency options), contract templates, contract terms and form templates, a populated customer with two subscriptions, the Documents tab, Service Plan Management, and the subscription, renewal, cancellation and audit reports. No definition was saved, no subscription was created or changed, and no agreement was generated, sent or signed.
In short
- Five separate records. Customer, subscription, appointment, invoice and payment are separate records. One customer can hold two active subscriptions of the same service type, each with its own ID, balance and contract value (Observed, 436-populated-customer-subscriptions). The subscription detail has its own Billing Account field; it was seen on one subscription only, showing "(SELF)", and alternate payers were not tested (437-existing-subscription-detail).
- Service cadence and billing cadence are separate. A Service Type sets Appointment Frequency and Billing Frequency as two controls. A real subscription bills Monthly but is serviced Every 90 Days. It charges $120 per bill against a $360 production value (Observed, 439-existing-subscription-lower).
- Three kinds of sellable definition. Service Type = one service's whole policy (frequency, season, contract, products, tax, minimums, invoice templates, skills, buffers, communications, mobile-sales visibility). Service Plan = ordered rounds with wait, dependency and late-join rules. Service Bundle = a package of service components with bundled billing and template-level add/remove rules (Observed, editors not saved).
- Plan rules harden once customers subscribe. A round's start date cannot be edited after customers subscribe. Wait-after and dependency rules can be overridden by hand (Observed tooltips, 138-settings-service-plan-round; enforcement not tested).
- "Contract value" changes meaning by screen. On the subscription it explicitly includes the initial service. The dashboard's Avg Contract Values excludes it. The two numbers are not interchangeable (Observed).
- Agreements are generated per subscription. In the Customer Card, + New Agreement first asks "for which subscription". + New Form asks for a form template (NPMA forms in this account). Contract templates are bound to Service Type, Service Plan or Service Bundle usage (Observed; nothing generated).
- A skipped round is not an opt-out. A seasonal skip affects the current year. A manual opt-out persists across renewals. Late enrollment auto-skips rounds that are already past (Documented, Service Plan manual; not tested).
Screens: 57 captures
Upload a screenEach capture is a saved screen state from the FieldRoutes account on 2026-11-02. A screen shows what controls exist; it does not prove what happens when they are used.
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The Subscription tab is where a customer's service subscriptions and service plans live. For this test customer it is empty and only says to click Add '+' to add a Service Type or Service Plan. No subscription was added; populated subscriptions are shown in captures 436-439.
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Clicking + New Agreement asks 'Generate new agreement for which subscription', showing that an agreement is generated per subscription. This test customer has no subscriptions, so no choices appear and nothing was generated. Capture 450 shows the same prompt with real subscription choices.
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After + New Form was clicked, the panel still shows a loading spinner and no form-template list. No form was generated. Capture 451 shows the loaded template choices.
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Projects upcoming services and revenue from existing subscriptions up to a chosen 'Forecast To' date. Filters: include or exclude potential customers, office, and pending cancels (include, exclude or only). It has Refresh, Export to CSV and a Show Summary Tables toggle. The result area is blank in this capture, so no forecast figures are shown; see capture 486 for the summary-table mode.
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Shows average contract (subscription) prices for a date range, with Refresh and Export to CSV. On-page notes say the dates refer to when the customer was first set up, and that only currently active subscriptions from all sources are included. The result area is blank, so no rates are shown.
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Lists cancelled subscriptions (as opposed to whole customer accounts) for a date range. Filters: include or exclude service types (for example general, initial, quarterly pest control, mosquito, re-service) and Advanced Filters (not opened), with Refresh and Export to CSV. The result area is blank.
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Lists subscriptions due for renewal. Filters: renewal due date range (defaults to about six months back to one month ahead), expiration date, renewed-on date, subscription status (all, active, frozen), renewed yes/no and Advanced Filters (not opened). It has saved-report presets and Clear Filters; the result area is blank.
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Retention report. Filters: start/end date, subscription sources, agreement length (compare operator) and group by month, year or date, with Refresh and Export to CSV. The page explains that it counts canceled service subscriptions, not customers (a customer whose two subscriptions cancel shows twice; changes to As Needed or one-time are excluded; data from before the company used the software may be inaccurate). It has a Growth / Attrition Timeline and a Retention Calendar whose help text compares customers added per period (columns) with when they canceled (rows). Only headings and explanations appear; no figures are shown.
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Lists services inside a service plan that were skipped or opted out of. Filters: date, include/exclude service plan types and Advanced Filters (not opened). Columns: customer ID, customer, email, service, service plan, status, skipped reason and notes, service charge, sale date, skipped/opted-out date and by whom, sales rep and last tech. The table shows no rows for the captured day.
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Expanded list of the 21 service setup pages: add-ons, application methods, appointment cancel/no-show, reschedule and reservice reasons, appointment checklists, condition templates and types, custom schedules, custom appointment and unit details, discounts, equipment types, frequency options, products, service bundles, plans and types, skills, target areas and target issues. Menu only.
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Catalog of service definitions (in this account e.g. General Service, Initial Service, Mosquito, Quarterly Pest Control, Reservice). Filters for office scope, visibility, used by (service plan or service type), buffer and visible to sales reps; search, + Service Type, Merge Service Types and a per-row Product Template link. Merge was not run.
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Large definition form that sets one service's whole policy: appointment frequency and season, contract length and signature, allowed products, commission percentages, tax, minimum charges, separate billing frequency and initial-invoice timing, initial and recurring invoice templates, skills and Fill Routes buffers, follow-up and reminder communications, and mobile-sales visibility. Not saved. Parts of the form are tiny or covered by an onboarding bubble; capture 540 is the clear version.
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List of multi-round service plans with office-scope and visibility filters, search, + Service Plan and description/abbreviation/category columns. No plan rows are visible. Capture 539 shows the same list unobscured.
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Form for a service plan: contract length and signature, plan start/end dates, allowed additional services (blank allows all), commission percentages, billing frequency and billing start/end dates, net terms, convenience payments and prepay discount, billing emails and receipts, base and maximum discount, leaderboard inclusion. Not saved.
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Adds one round to a plan: name, service type, start/end month-day, wait period after the previous round, dependency on another round, maximum delay for late joiners, service charge, discount and subtotal. Tooltips explain that the start date locks once customers subscribe and that wait/dependency rules can be overridden manually. Shows plans are ordered seasonal programs; not saved.
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List of bundle templates (packages of several services) with office-scope and visibility filters, search, + Bundle Template and name/description/category/abbreviation columns.
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Dialog shown when leaving the unsaved service plan editor: warns that changes will be lost, with No, Yes and close. It shows unsaved-change protection only; no plan was saved.
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Form for a service bundle: name, description, category, scope, contract lengths, bundled billing and its frequency, recurring billing start basis, signature, visibility to sales reps (creation from the mobile app), leaderboard inclusion, GL account and whether GL is reported at bundle or service-type level, plus Services and Discounts areas. Not saved.
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Component editor for adding a service type to a bundle: service type choice, switches to allow customers' bundles to add or remove services, the selected type's pricing, frequency and commission details, initial and recurring quotes, discount, production settings and totals. Nothing selected or saved.
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Available Discounts picker with search and cancel for attaching a discount to a bundle. No discount rows are offered in this state; nothing was added.
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Catalog of add-on items attached to services or invoices. Entries include cancellation, late-payment and NSF fees, service fees, miscellaneous charges and service discounts, so add-ons cover fees and adjustments, not only extra treatments. Visibility/scope filters, search, paging and + Add On.
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Form for an add-on: description, code, category, GL account, scope, visibility, one-time or recurring, amount, taxable, mobile-sales visibility, dynamic pricing and required skills. Not saved.
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List of custom calendar rules, filtered by use (Subscription, Recurring Billing, Initial Billing), office scope and Common/Uncommon, with search and + Custom Schedule Template. These rules drive service or billing dates that a fixed interval cannot express.
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Form with name, type (subscription, recurring billing or initial billing), scope, common flag and one section for each month January-December, where you can add a specific date or a weekday rule. Not saved.
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A day-of-month rule added in one month (January offers 1-31). Handling of short months was not tested; not saved.
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A weekday rule in one month: weekday (Monday-Sunday) plus ordinal (First to Fifth), e.g. 'second Tuesday'. Handling of a missing fifth weekday was not tested; not saved.
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Catalog of reusable discounts with scope and visibility filters, search and + Discount.
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Form for a discount: name, description, scope, visibility, percentage or fixed amount, value, discount code, eligible services, number of invoices it applies to, display start/end dates and whether it stays editable. A tooltip says using Total Invoices keeps the discount off the bundle-level summary. Not saved.
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Typed list of reusable timing and count values: Auto-Schedule, Fill Routes Buffer, Initial Followup, Recurring Billing, Subscription, Renewal and Convenience Payments. Rows use days or appointment counts depending on type, so 'frequency' covers several different policies.
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Form with required description, type (one of the seven above), required number and office scope. Not saved.
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Defaults for new agreements: initial price and discount, tax rate, agreement length, default customer and subscription cancellation reasons, and whether a contract copy goes to the sales rep. Not saved.
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Library of agreement documents customers sign for service types, service plans and bundles. Columns are Name, Page Size, Default, Global Service, Global Contract and Used By; rows include Service Type, Service Plan and Service Bundle default templates plus per-service-type templates. A long Placeholder Key below lists the variables a contract can use (office, customer, bill-to, pricing, tax, agreement terms, calendars).
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Opens the Service Type Default contract unchanged: Page Size (Legal/Letter), Default and scope columns, save/cancel/html, a Preview menu (Mobile, Tablet, Full Page), Placeholders in Use, read-only stylesheets, Welcome Letter and a PDF attachment control. The styled preview shows a broken logo image. Nothing was saved.
- 275-contract-template-editor-detail.jpg: viewport view of styled template preview
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Shows the contract editor with the Preview menu open (Mobile, Tablet, Full Page) after an attempt to choose Full Page. A separate full-page preview did not appear, so this records the menu only. No customer-filled rendering or signature was tested.
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Switches the contract template to its HTML source editor, unchanged. The text box shows only part of the source, so this is not a full template export. No changes were submitted.
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Library of reusable terms-and-conditions text that can be attached to contract templates. Global filter, Search, + Contract Terms and Name/Global/Contract Templates columns; the list is empty.
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Blank form with required Terms Name, office scope, a Choose Contract Templates selector to link the terms to agreement templates, and a rich-text Terms and Conditions editor, with save/cancel. Nothing was saved; legal adequacy was not assessed.
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Communication settings editor for 'Require Electronic Consent Agreement', opened unchanged and cancelled. A checkbox that, per its tooltip, requires the customer to sign an electronic-consent agreement before any other contract or agreement. Enforcement was not tested. The filename only gives the group number.
- 296-communication-section-15-editor-detail.jpg: viewport view centred on this group's editor
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Communication settings editor for 'SalesRoutes and Customer Portal Contract Agreement Message', opened unchanged and cancelled. Rich-text acknowledgement shown above the terms initials when signing in the SalesRoutes mobile app or the portal; if blank a standard text is used. No signature was made. The filename only gives the group number.
- 312-communication-section-31-editor-detail.jpg: viewport view centred on this group's editor
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Library of reusable signable documents. Columns are Name, Page Size, Signature Requirement, Requires Approval, Global and Visible; existing rows are NPMA-33 (and its attachment), NPMA-99A and NPMA-99B forms with different signature requirements. A placeholder key lists office, customer, bill-to, unit and date variables plus signature-field markup.
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Blank form template with required Name, Page Size (Letter/Legal), Requires Approval, office scope and visibility, Choose File, Placeholders in Use, a read-only stylesheet and a rich-text Completion Letter. No separate signature-requirement selector is visible. Nothing was saved.
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The blank form template in HTML source mode, with preview and delete controls. A notice says embedded base64 images over 200 KB will not be saved. Nothing was saved.
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The Subscription tab lists two active subscriptions of the same service type (General Service) on one customer, each with its own ID, balance due, Active and Missed labels, sold-by/date and contract value. It shows one customer can hold several subscriptions of the same type. Selecting one opens its detail (437).
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Detail of one subscription. Sales information: Active toggle, sales rep, source, sold date, contract length (none, 12-132 months, custom), expiration, PO number, subscription flags and notes; contract value is labelled 'including initial service'. Billing options: billing account, AutoPay profile, net billing days, initial invoice timing, billing frequency (Monthly here) and next billing date. Recurring service: service type, frequency (every 90 days here), duration, call-ahead, seasonal, follow-up, routing region, preferred tech/day/time. The lower part is capture 439.
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The subscription's Actions menu offers Delete, Place On Hold and Allow Products. The menu was only opened; no action ran.
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Lower part of the same subscription: billing frequency and next billing date, scheduling preferences, a timeline of scheduled and upcoming service dates, and Initial and Recurring invoice summaries. The recurring summary shows a $120 billed charge against $360 production value, illustrating that monthly billing and 90-day service are set separately. The invoice summaries stay collapsed.
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New Agreement asks which subscription the agreement is for and lists the customer's two General Service subscriptions. No subscription was picked and no agreement was generated or sent.
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New Form asks for a form template and lists NPMA_33, NPMA_33_Attachment, NPMA_99A and NPMA_99B (standard pest-industry inspection forms, including the WDO/termite report). No template was chosen and no form was generated.
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One of the 19 data-quality checks in the Audit report, selected on its own: it lists subscriptions that have no service frequency. The panel shows 0 potential errors for customers entered on the captured day, so no result table or columns appear. It shares the Audit date range, Refresh and Export to CSV; nothing was corrected or exported.
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One of the 19 data-quality checks in the Audit report, selected on its own: it lists active subscriptions whose next due date is more than five months in the past. The panel shows 0 potential errors for customers entered on the captured day, so no result table or columns appear. It shares the Audit date range, Refresh and Export to CSV; nothing was corrected or exported.
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One of the 19 Audit data-quality checks: active subscriptions with no initial (first) service. It shows 42 potential errors in a searchable, sortable table with customer ID, customer, subscription active, due date, initial service date and subscription. Some rows do show an initial service date, so the label alone does not prove every row lacks one. Nothing was corrected or exported.
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One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that are counted as regular subscription services. The panel shows 0 potential errors for customers entered on the captured day, so no result table or columns appear. It shares the Audit date range, Refresh and Export to CSV; nothing was corrected or exported.
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One of the 19 data-quality checks in the Audit report, selected on its own: it lists regular services not attached to a subscription. The panel shows 0 potential errors for customers entered on the captured day, so no result table or columns appear. It shares the Audit date range, Refresh and Export to CSV; nothing was corrected or exported.
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One of the 19 Audit data-quality checks: customers who have more than one subscription. It shows 8 customers in a searchable, sortable table with customer ID, customer, count, subscription types and account status. Many of these can be legitimate multi-service customers rather than errors.
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The Forecast Report after switching to summary tables; the toggle now reads 'Show Month Cards'. Filters are the same as 062. Only the 'Total Services Summary' and 'Total Revenue Summary' headings appear, with no table or values.
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Catalog of service plans (multi-round programs that can be attached to subscriptions). Global and Visibility filters, Search, + Service Plan and Description/Abbreviation/Category/Global/Visibility columns; the catalog is empty. This recapture removes an earlier obstruction.
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Full blank Service Type definition without the onboarding bubble: identity and GL account, appointment frequency, follow-up delay and length, season, contract lengths, allowed products, commission percentages, billing terms and frequency, minimum charges, initial and recurring invoice templates with production value, skills, Fill Routes buffers, reservice flag, reminder and follow-up email options and sales-rep visibility. Nothing was saved; this is the clearest view of the invoice-template fields.
Their words for this block 30
Where it lives in FieldRoutes
Menus, pages and settings where this block appears 33 menu paths
Setup: Admin > Preferences > Service Related (129-preferences-service-menu, 21 entries)
- Service Types list and editor: 134-settings-service-types, 135-settings-service-type-form (superseded by the clear 540-service-type-editor-clear)
- Service Plans list, editor, round row and unsaved-changes dialog: 136-settings-service-plans (clear version 539-service-plans-clear), 137-settings-service-plan-form, 138-settings-service-plan-round, 140-unsaved-changes-confirmation
- Service Bundles list, editor, component and discount picker: 139-settings-service-bundles, 141-settings-bundle-form, 142-settings-bundle-service, 143-settings-bundle-discount
- Add-ons: 144-settings-addons, 145-settings-addon-form
- Discounts: 165-settings-discounts, 166-settings-discount-form
- Custom Schedules: 157-settings-custom-schedules, 158-settings-custom-schedule-form, 159-settings-custom-schedule-specific-date, 160-settings-custom-schedule-weekday
- Frequency Options: 169-settings-frequency-options, 170-settings-frequency-form
- Skip Reasons (used when a round or visit is skipped; screenshots kept on Scheduling and appointments): 346-skip-reasons, 347-skip-reason-editor
- Skills (linked to service types and add-ons): 176-settings-skill-form
- Appointment Checklists (can require a signed agreement): 151-settings-appointment-checklist-form
Setup: Admin > Preferences > Customer Preferences (128-preferences-customer-menu, 22 entries)
- Contract Templates: 274-contract-templates, editor 275-contract-template-editor, Preview menu 276-contract-template-full-preview, HTML source 277-contract-template-html
- Contract Terms: 278-contract-terms, 279-contract-terms-editor
- Form Templates: 326-form-templates, 327-form-template-editor, 328-form-template-html
- Cancellation and Hold Reasons: 272-cancellation-hold-reasons, 273-cancellation-hold-reason-editor
- Renewal Notices (screenshots kept on Customer messages and marketing): 342-renewal-notices, 343-renewal-notice-editor
- Prepayment Discounts and Prepayment Letter Templates: 335-prepayment-discounts, 336-prepayment-discount-editor, 337-prepayment-letter-templates, 338-prepayment-letter-editor, 339-prepayment-letter-preview
- Property Estimation Units: 340-property-estimation-units, 341-property-estimation-unit-editor
- Generic Flags (Subscription is one flag type): 329-generic-flags, 330-generic-flag-editor
- Customer Communication (agreement-signature, e-consent, plan welcome/renewal, prepay groups): overview 280-customer-communication; editors 296-communication-section-15-editor, 297-communication-section-16-editor, 298-communication-section-17-editor, 299-communication-section-18-editor, 292-communication-section-11-editor, 293-communication-section-12-editor, 294-communication-section-13-editor, 295-communication-section-14-editor, 303-communication-section-22-editor, 304-communication-section-23-editor, 310-communication-section-29-editor, 311-communication-section-30-editor, 312-communication-section-31-editor, 313-communication-section-32-editor, 314-communication-section-33-editor, 315-communication-section-34-editor
Setup: Admin > Preferences > Office Settings
- Preferences > Contract Defaults: 218-office-contract-defaults-editor (overview 217-office-preferences); Other Options (freeze after a canceled initial visit, default new subscription, sales reps 2 and 3): 221-office-other-options-editor
- Trigger Rules for Renewal, Subscription Due, Subscription PO, Subscription Status and the Place Subscription On Hold action: 240-trigger-renewal, 241-trigger-subscription-due, 242-trigger-subscription-po, 243-trigger-subscription-status, 250-trigger-action-hold
- Commission Profiles (Subscription profile): 209-commission-profile-editor
- Partner Sites / Apps > Deals (not enabled): 263-deals
Daily work: Customers > Customer Card
- Subscription tab, empty: 005-customer-subscription; populated list 436-populated-customer-subscriptions; detail 437-existing-subscription-detail; Actions menu 438-existing-subscription-actions; lower part 439-existing-subscription-lower
- Documents tab: 008-customer-documents, 449-customer-documents; + New Agreement 020-customer-new-agreement (superseded by 450-customer-agreement-options); + New Form 021-customer-new-form (superseded by 451-customer-form-options)
Daily work: Customers > Customer Reports, Sales Report, Prepayments
- Customer Search subscription filters: 413-customer-subscription-filters, 423-subscription-filters-date-price, 424-subscription-filters-agreements-billing, 425-subscription-filters-source-flags, 426-subscription-filters-lower; List By Subscription 430-customer-list-by-subscription-selected; Actions menu with Update Subscription Price 432-customer-report-actions-menu
- Sales Report (Sold Subscriptions): 457-customer-sales-report
- Prepayments: 460-customer-prepayments
Daily work: Scheduling > Service Plan Management (screenshot kept on Scheduling and appointments): 033-service-plan-management
Reporting > Office (subscription and agreement reports)
- Forecast Report 062-report-forecast, 486-forecast-summary-tables; Average Contract Rates 066-report-average-contract-rates; Renewals 091-report-renewals; Retention Report 092-report-retention; Service Plan Omitted Services 097-report-service-plan-omitted
- Cancellation 069-report-cancellation, Cancellation Reinstatement 070-report-cancellation-reinstatement / 558-cancellation-reinstatement-clear, Cancellation Subscription 071-report-cancellation-subscription, Tech Cancels 099-report-tech-cancels
- Expiring Paid In Full 078-report-expiring-paid-in-full, Unpaid Initial 103-report-unpaid-initial, Billing by Service Type 068-report-billing-service-type, Line Items 084-report-line-items, Monthly Services 085-report-monthly-services / 484-monthly-services-revisited / 485-monthly-services-advanced
- Audit checks about subscriptions: 065-report-audit, 461-audit-subscription-frequency, 462-audit-overdue-subscriptions, 463-audit-monthly-billing, 464-audit-subscriptions-without-initial, 465-audit-reservice-subscription, 466-audit-service-without-subscription, 467-audit-reservice-charge, 469-audit-missing-documents, 475-audit-multiple-subscriptions
- Reporting > Form Lookup: 121-reporting-form-lookup
Dashboard subscription metrics: 001-dashboard, 386-dashboard-resumed, help dialogs 389-dashboard-metric-help-1, 390-dashboard-metric-help-2, 398-dashboard-metric-help-10, 399-dashboard-metric-help-11, 401-dashboard-metric-help-13, 403-dashboard-metric-help-15, 405-dashboard-metric-help-17, 407-dashboard-metric-help-19, 408-dashboard-metric-help-20, 409-dashboard-metric-help-21, 410-dashboard-metric-help-22, 411-dashboard-metric-help-23
Elsewhere: Sales > Sales Leaderboard advanced filters 051-sales-leaderboard-advanced and Top 10 Report by Contract Value 535-top-ten-contract-value; Scheduling > Job Pool 031-scheduling-job-pool, 032-job-pool-advanced, 556-job-pool-columns-clear; Billing > Convenience Payments 047-convenience-payments; bottom dock > Alerts 378-alerts-dock.
Connections to other blocks
- agreements is sold through Lead, sales and estimate: sales rep, source, sold date, Sales Report and leaderboard/Top 10 inclusion per service type, plan and bundle; Deals (online packages with a signed 12-month agreement) need enabling under Partner Sites (457-customer-sales-report, 051-sales-leaderboard-advanced, 535-top-ten-contract-value, 263-deals).
- agreements belongs to Customer account: subscriptions and agreement documents live on the Customer Card's Subscription and Documents tabs; one customer can hold several subscriptions (436-populated-customer-subscriptions, 449-customer-documents).
- agreements feeds due work to Scheduling and appointments: service frequency, season, follow-up, preferred tech/day/time, early completion window and Wait After drive the Job Pool. Documented: due work without a future appointment enters the pool, and missed work returns the next day (032-job-pool-advanced, Job Pool manual).
- agreements constrains Routing: Fill Routes buffers, skills and Consolidate Multiservice Appointments for bundles (540-service-type-editor-clear, 219-office-routing-options-editor).
- agreements drives Invoicing and billing terms: billing frequency, initial-invoice timing, invoice templates, tax, net terms, minimum charges, GL account; production vs charge (439-existing-subscription-lower, 068-report-billing-service-type).
- agreements sets the payer and collection mode for Payments and collections: Billing Account, Auto-pay Profile, Include in Convenience Payments, prepay discounts and the Prepayments page. Documented: Convenience Payments conflicts with Renewal Billing and consolidated invoices (047-convenience-payments, 460-customer-prepayments).
- agreements sends through Customer messages and marketing: agreement-signature email and SMS, plan welcome and renewal email, mail, SMS and voice, renewal notices, prepay letters (299-communication-section-18-editor, 343-renewal-notice-editor).
- agreements is signed in Customer portal: portal sign-agreement and sign-form pages, contract and AutoPay messages, portal renewal and plan/prepay display (310-communication-section-29-editor, 312-communication-section-31-editor).
- agreements is automated by Integrations and API: Renewal, Subscription Due, Subscription PO and Subscription Status triggers and the Hold action; the developer API has subscription and service-type entities (243-trigger-subscription-status, 250-trigger-action-hold).
- agreements can gate Work order: an Appointment Checklist can require a signed agreement and insert agreement placeholders (151-settings-appointment-checklist-form).
- agreements shares form templates with Termite and WDO: NPMA_33 / 99A / 99B forms are generated from the Documents tab and found in Form Lookup (451-customer-form-options, 121-reporting-form-lookup).
- agreements pays commission through Technicians and licenses: service, sales and schedule commission % on types and plans; Subscription commission profiles use contract value, and custom schedules always use one year for contract-value calculation; commission rate profiles can restrict rates to service types or plans; skills link to service types and add-ons (209-commission-profile-editor, 214-commission-rate-editor, 176-settings-skill-form).
- agreements is limited on Mobile app: bundle creation from the mobile app, mobile sales visibility, the Mobile Sales add-on warning, and Ignore Min Contract Length on Mobile.
- agreements is measured by Reporting and analytics: Forecast, Renewals, Retention, cancellation and audit reports and dashboard subscription metrics.
- agreements uses Commercial accounts and Service location settings: Multi-Unit unit quotas (documented), property type filters, PO numbers, and SF/LF/CNT measurement units (341-property-estimation-unit-editor).
How FieldRoutes does it
1. Define what can be sold (configuration, observed; nothing saved).
- Service Type (admin findings). One form holds the whole policy: identity and scope; appointment frequency, follow-up delay, length and season; contract-length and signature defaults; allowed products (blank allows all); service, sales and schedule commission %; net terms; tax; minimum initial, recurring and contract charges; billing frequency, initial-invoice timing and recurring-billing start (sold date or initial completion); initial and recurring invoice templates with production; skills and Fill Routes buffers; reservice flag; follow-up, billing, reminder and receipt communications; and sales-rep and leaderboard visibility. The tooltip says production = (service-frequency to billing-frequency ratio) x invoice total, with a custom-production switch. A warning says default add-ons in Service Type invoice templates are not supported for Mobile Sales users and may cause minimum-charge issues. The GL Account is disabled in the top row and marked inactive lower down in this form (540-service-type-editor-clear).
- Service Plan (admin findings). The plan sets contract and signature defaults, plan start and end dates, allowed additional services (blank allows all service types), commissions, billing frequency, and billing start and end dates. The tooltip says the last recurring bill is generated on the billing end date. It also sets net terms, convenience payments, prepay discount, billing emails and receipts, base and maximum discount %, and leaderboard inclusion. + Service adds a round: name, service type, start/end month-day, Wait After, order/dependency, Max delay, service charge, discount and subtotal. Tooltips: the start date becomes uneditable once customers subscribe. Wait After blocks later rounds for a period, and dependency waits for a prior round to finish; both have a manual override. Max delay lets late joiners still get a round for a number of days after its end. Leaving the unsaved editor shows "Confirm Cancel: changes will be lost" (140-unsaved-changes-confirmation).
- Service Bundle (admin findings). A template sets contract lengths, Bundled Billing yes/no, a bundle billing frequency, the recurring-billing start basis, signature, mobile-app creation (Visible to sales reps), leaderboard inclusion, and GL reporting at bundle or service-type level. + Service adds a component service type with quotes, discount and production. Two template-level checkboxes below the services area, Allow services to be added and Allow services to be removed, control whether a customer's bundle can gain or lose services (tooltips, 141-settings-bundle-form; they are not part of the + Service component editor). + Discount opens Available Discounts (empty here).
- Add-ons, discounts, custom schedules, frequency options complete the catalog. Using Total Invoices on a discount keeps it out of the bundle-level summary discount area, so it applies only to individual subscriptions inside a bundle or to standalone subscriptions (tooltip, 166-settings-discount-form). Custom schedules give month-by-month date or weekday rules (admin findings).
- In this account the Service Type catalog has General Service, Initial Service, Mosquito, Quarterly Pest Control and Reservice. The Service Plans list shows no plan rows (539-service-plans-clear).
2. Sell a subscription (documented; not tested). The manual says a Service Type subscription can be one-off or recurring. It inherits editable defaults from the service definition. It keeps service scheduling separate from invoicing, payer and payment source. Optional Multi-Unit settings choose units and a quantity or percentage quota. The manual warns that booking many future appointments limits routing flexibility. The empty Subscription tab says to click "+" to add a Service Type or Service Plan (005-customer-subscription). Office Contract Defaults pre-fill initial price, initial discount, tax rate and agreement length for new work (218-office-contract-defaults-editor). "Default New Subscription" under Other Options sets the default new-service choice (221-office-other-options-editor). No subscription was created in the research.
3. What a live subscription holds (observed, populated customer). Sales Information: Active toggle, Sales Rep, Source/Sub-Source, sold date and time, Contract Length, Expiration Date, PO No. and Expiration, Subscription Flags, notes, and Contract Value (Including Initial Service). Billing Options: Billing Account (SELF), Auto-pay Profile (Customer Default), Net Billing Days (0), Initial Invoice, Frequency (Monthly) and Next Billing (2026-11-15). Recurring Services: Service Type, Service Frequency (Every 90 Days), Duration, Call Ahead, Seasonal, Initial Followup, Custom Date, Routing Region, Preferred Tech/Day/Time, and a timeline of scheduled and upcoming dates. Then Initial and Recurring invoice summaries. The billing tooltip says the recurring ticket is the amount charged each billing cycle and production is the normal service price. It also says a Next Billing date in the past causes a charge within 24 hours (not tried) (populated findings; 437-existing-subscription-detail, 439-existing-subscription-lower). Sold-by on these subscriptions is a system/API actor.
4. Generate and sign the agreement (observed entry points; nothing generated). Customer Card > Documents > + New Agreement asks "Generate new agreement for which subscription" and lists the customer's subscriptions (450-customer-agreement-options). With no subscriptions the list is empty (020-customer-new-agreement). + New Form asks for a form template (NPMA_33, NPMA_33_Attachment, NPMA_99A, NPMA_99B) (451-customer-form-options). Contract templates supply the document, contract terms attach legal text, and communication settings supply the signature-request email and SMS. The portal and SalesRoutes show configurable messages above the terms and AutoPay initials. Office Contract Defaults can send a contract copy to the sales rep. If Require Electronic Consent Agreement is on, the customer must sign e-consent before any other agreement (tooltip; enforcement not tested). An Appointment Checklist can set "Signed Agreement Required?" (151-settings-appointment-checklist-form). Existing Alerts rows show many "agreement sent" and "agreement signed" events, some sent by a system/API actor (378-alerts-dock). That proves displayed history only. The Contracts vs Forms manual says classic signature fields can reuse one signature, while inline Contract occurrences each need completing; Forms need separate signature blocks and the employee signature first (Documented).
5. Run a Service Plan (documented; account screen empty). Rounds are scheduled in order. Late enrollment auto-skips rounds already past for that year. A missed round can still be scheduled by hand. The Job Pool shows a round's start as its due date, and wait-after warnings appear when scheduling, not in the list. Service and billing schedules are separate, and custom billing that covers too little can leave a balance due at plan end (manual findings). Scheduling > Service Plan Management lists plan, round, cycle, round status and range, completed and skipped rounds, subscription status and balance. It offers bulk Close Service Plan Cycles and Skip Rounds. The result was empty and neither action was opened (033-service-plan-management). Service Plan Omitted Services reports skipped or opted-out plan services (097-report-service-plan-omitted).
6. Change prices and terms (observed menus; not run). Customer Search > Actions > Update Subscription Price applies to all matching records across pages, per its tooltip (432-customer-report-actions-menu). Its rate editor, preview and outcome were not tested. Permissions separately gate editing a subscription after its agreement is signed or after services are completed (203-access-control-profile-editor).
7. Renew (configuration observed; no notice sent). Renewal Notices define a notice before or after the Renewal Date or Expiration Date, within a Min/Max Days window, with rich text and renewal placeholders (343-renewal-notice-editor). A Renewal trigger fires a set number of days before or after the due, expiry, next billing or renewal date. Its filters are account/subscription status, multi-unit, property type, has initial service, has email, prefers paper, renewal amount range, and include/exclude segments (240-trigger-renewal). Plan welcome and renewal messages exist as separate email, postal, SMS and voice templates. The portal can hide renewals, always show them, or show them within a day window. The Renewals report lists subscriptions due for renewal (091-report-renewals).
8. Automate around the subscription (configuration observed; nothing saved or fired). Subscription Due for Service fires days before or after the due date (the new form shows 1 day before). Subscription PO fires on PO expiry. Subscription Status fires On Save or After Time when the status changes to Active, Agreement Sent, Any, Frozen, Lead Created or Subscription Created, with Agreement Status Any/Not Signed/Signed (admin findings). The Place Subscription On Hold action picks a hold reason, whether to cancel pending service appointments, and notes (250-trigger-action-hold). Documented: Subscription Hold removes due work and pauses recurring billing. Blank filters include all, and selecting the current types does not include future additions (Trigger Rules manual).
9. Hold, freeze, cancel and reinstate (observed setup and reports; nothing run). The subscription Actions menu offers Delete, Place On Hold and Allow Products (438-existing-subscription-actions). Cancellation and Hold Reasons classify customer and subscription cancellations and holds, separate from appointment reasons. System rows cannot be edited (272-cancellation-hold-reasons). Office defaults hold a default customer cancel reason and a default subscription cancel reason, including Unspecified. Office options can auto-freeze the subscription or customer if the initial appointment is canceled. They can also freeze a subscription when its PO expires; the tooltip says that stops future services until reactivation. Bulk Freeze and Bulk Freeze RollBack exist in Customer Search. Reports separate whole-account cancellations (Cancellation) from canceled subscriptions (Cancellation Subscription), and, judging by its name and filters (inference; the body was blank), Cancellation Reinstatement lists reinstated customers by days frozen (Days Frozen slider; the selected range showed 7 to 30, not the slider's limits) (reporting findings).
10. Data-quality checks (observed). The Audit report's subscription panels showed: no service type 0, no frequency 0, due more than 5 months ago 0, Past Due Monthly Billing 0, without an Initial 42, re-services counting toward a subscription 0, regular services without subscription 0, re-services having a charge 0, active customers without a document 0, customers with multiple subscriptions 8. These are potential errors, not confirmed defects. Some "without an Initial" rows do show an Initial Service Date. Many multiple-subscription customers can be legitimate (reporting findings).
Settings and controls
All settings and controls seen 88 rows
Service Types list (134-settings-service-types)
- Filters: Global, Visibility, Used By (All / Service Plan / Service Type), Buffer (All / Yes / No), Visible to Sales Reps (All / Yes / No), Search.
- Actions: + Service Type, Merge Service Types (not run; merge rules unknown), per-row Product Template (child editor not opened) and edit.
Service Type editor (540-service-type-editor-clear, controls)
| Group | Controls |
|---|---|
| Identity | Description (required), Category, Abbreviation, GL Account, office scope, Hidden/Visible, save/cancel |
| Plan role and renewal | Child Service for Service Plan; Enable Warranty Renewal |
| Service timing | Appointment Frequency (as needed, one time, day intervals, annual, custom schedule); Default Followup Delay (incl. No Followup); Maximum Follow up Delay; Default Appointment Length; Season Start / Season End (month/day); Alternate Service Days |
| Contract | Employee Signature No/Yes; Default Contract Length; Minimum Contract Length (incl. no contract and custom length) |
| Products | Allowed Products (blank allows all); Suppress Products Used from Cust. No/Yes |
| Commission | Service / Sales / Schedule Commission % |
| Billing | Net Billing Days or office default; Initial Invoice (after initial completion, after agreement signature, initial billing date, custom schedule); Taxable; Billing Frequency (after each completed service, periodic, custom); Recurring Billing Starts (sold date or initial completion); Min Initial Charge, Min Recurring Charge, Min Contract Value; Dynamic Pricing; Include in Convenience Payments |
| Invoice templates | Use office default initial ticket info; Initial Invoice Template; Recurring Invoice Template; + Add Ticket Item; quote/discount/amount, taxable, commission recipient, quantity per line; Production / Switch to Custom Production; Sub Total, Total Discounts, Tax, Total |
| Visit role | Is this an initial service / Initial Service Type; Recurring/One-time Service; Is this a reservice |
| Dispatch | Skills; Early Completion Window (lets the service into Flexible scheduling results before the due date); Use Fill Routes Buffer and Scheduling Buffer before/after; Followup Buffer before/after |
| Communication | Send Followup Emails; Send Rec. Billing Email; Attach Follow-up Invoice Details; Send Reminders; Email Payment Receipt; Custom Reminder Calls with Intro/Outro MP3 upload; Custom Reminder Text (max 1200 characters); Default Completion Notes; Appointment Notes (External) |
| Sales | Visible to sales reps; Include in sales leaderboards |
Service Plan editor and rounds (137-settings-service-plan-form, 138-settings-service-plan-round)
- List: Global, Visibility, Search, + Service Plan; columns Description, Abbreviation, Category, Global, Visibility.
- Plan: Description (required), Abbreviation, Category, office scope, Hidden/Visible; Employee Signature; Default and Minimum Contract Length; Plan Start/End Date; Additional Services (blank allows all); Service, Schedule and Sales Commission; Billing Frequency (after service, periodic, custom); Billing Start/End Date; Net Billing Days or office default; Include in Convenience Payments; Prepay Discount; Send Recurring Billing Email and Email Payment Receipt (Office default / No / Yes); Attach Follow-up Invoice Details; Base Discount and Maximum Discount %; Include in Sales Leaderboards; save/cancel.
- Round row (+ Service): Round Name (required), Service Abbreviation, Round Service Type, Round Start/End Date (start locks once customers subscribe), Wait After (disabled on the first row), Order/dependency, Max delay, Service Charge, Discount, Subtotal, an unlabeled row icon (behavior unknown), plan totals.
- Confirm Cancel: No / Yes / close.
Service Bundle editor (141-settings-bundle-form, 142-settings-bundle-service, 143-settings-bundle-discount)
- List: Global, Visibility, Search, + Bundle Template; columns name, description, category, abbreviation.
- Bundle: Name (required), Description, Category, Abbreviation, scope, visibility; Default and Minimum Contract Length; Bundled Billing No/Yes; Bundle Billing Frequency (Every 4 Weeks, Monthly (selected on a new template), Alternate Monthly, Quarterly, Semi-Annually, Annually, Upon Renewal); Recurring Billing Starts (sold date or initial completion); Employee Signature (No on a new template); Visible to sales reps (creation from the mobile app); Visible on Sales Leaderboard; GL Account and Report GL Account on Service Type level (off = report at bundle level); Allow services to be added and Allow services to be removed (template-level checkboxes).
- Component (+ Service): Service Type selector; type details (Dynamic Pricing, Appointment Frequency, Service and Schedule Commission); Initial Quote, Initial Discount, Recurring Quote; Production buttons; initial/recurring subtotal and total; Save/Cancel.
- + Discount: Available Discounts search and cancel; Discounts area.
Add-on editor (145-settings-addon-form): Visibility, Global, Search, + Add On, paging; Description (required), Code, Category, GL Account, scope, visibility; Recurring / One Time; Amount; Taxable Yes/No; Mobile Sales Visibility; Dynamic Pricing; Skills.
Discount editor (166-settings-discount-form): Discount Name (required), Description, scope, visibility; Percentage / Amount; Discount %; Discount Code; Eligible Services (default All Services); Total Invoices; Display Start/End Date; Allow this discount to be editable.
Custom Schedules (157-settings-custom-schedules, 158-settings-custom-schedule-form): list filters Type (All / Subscription / Recurring Billing / Initial Billing), Global, Common (All / Uncommon / Common), Search; form Name (required), Type, scope, Common/Uncommon; for each month January to December, + Specific Date (1 to 31 in January) and + Day of Week (Monday to Sunday with First to Fifth); an unlabeled per-rule glyph. Related name-only groups: Custom Appointment Details and Custom Appointment Unit Details (+ New Group of Custom Fields, Group Name).
Frequency Options (170-settings-frequency-form): Global, Type, Search, + Frequency; Description (required), Type (Auto-Schedule, Fill Routes Buffer, Initial Followup, Recurring Billing, Subscription, Renewal, Convenience Payments), Number (required), office scope.
- Catalog in this account (169-settings-frequency-options, all available to all offices). Each row is a name, a type and a number:
- Auto-Schedule: Next Appointment, Next 2 Appointments ... Next 9 Appointments (1 to 9 appointments).
- Convenience Payments: Monthly 30 Days, Alternate Monthly 60 Days, Quarterly 90 Days, Annually 360 Days.
- Fill Routes Buffer: +/- 1 Day to +/- 10 Days (the 7-day row is named +/- 1 Week).
- Initial Followup: 3, 7, 10, 14, 21, 30, 60, 90, 120, 150, 180, 360 Days.
- Recurring Billing: Every 4 Weeks 28 Days, Monthly 30 Days, Alternate Monthly 60 Days, Quarterly 90 Days, Semi-Annually 180 Days, Annually 360 Days.
- Renewal: Semi-Annually 180 Days, Annually 360 Days, Every 2 Years 720 Days.
- Subscription (service cadence): Every 3, 7, 10, 14, 21, 30, 60, 90, 120, 150, 180 Days, and Once a Year 360 Days.
- So a named label such as "Monthly" is stored as a day count (30 Days). Whether billing then follows calendar months or a fixed 30-day step was not tested.
Skills (176-settings-skill-form): Description (required), scope, visibility, Service Types and Add Ons multi-selects, Utilize in Scheduling.
Property Estimation Units (341-property-estimation-unit-editor): Global, Visibility, System, Search, + Unit of Measure; system units Square Feet (SF), Linear Feet (LF), Count (CNT) have no edit control; Description and Abbreviation (max three characters) required; scope; Hidden/Visible.
Subscription on the Customer Card (437-existing-subscription-detail, controls)
| Section | Controls and options |
|---|---|
| List cards | Service type, subscription ID, balance due, Active/Missed labels, sold-by/date, contract value; Back |
| Sales Information | Active toggle; Actions (Delete, Place On Hold, Allow Products); Sales Rep; Source / Sub-Source (sub-source disabled); Sold Date and Time; Contract Length (No Contract, 12, 18 to 132 months by 6, Custom Length); Expiration Date; PO No. and Expiration; Subscription Flags; Subscription Specific Notes; Contract Value (Including Initial Service) |
| Billing Options | Billing Account; Auto-pay Profile; Net Billing Days; Initial Invoice (After Initial Completion, After Agreement Signed, On Initial Billing Date, Custom Schedule); Frequency (After Each Completed Service (Recommended), Every 4 Weeks, Monthly, Alternate Monthly, Quarterly, Semi-Annually, Annually, Custom Schedule); Next Billing |
| Recurring Services | Service Type; Service Frequency (As Needed, OneTime, Every 3/7/10/14/21/30/60/90/120/150/180 Days, Once a Year, Custom Schedule); Duration (Standard; 10 to 55 minutes, 1 hour, 65/70/75 minutes, then 1.5 to 8 hours in half-hour steps); Call Ahead (none, 30 minutes, 1 hour); Seasonal (Year-Round / Seasonal Service); Initial Followup (3 to 360 days or No Followup); Custom Date |
| Scheduling Options | Routing Region (assignment icon refers to visual grouping borders); Preferred Tech; Preferred Day (Any, Sunday to Saturday); Preferred Time (Any Time / Prefers Specific Time Window); timeline buttons |
| Invoice summaries | Initial (production, initial charge, subtotal) and Recurring (production, charge, subtotal), each collapsed |
Documents tab (449-customer-documents): Files: All; + Upload Document; + New Agreement (choose subscription); + New Form (choose template).
Contract Templates (274-contract-templates, 275-contract-template-editor, controls)
- List: Search, per-template edit; columns Name, Page Size, Default, Global Service, Global Contract, Used By. All eight rows are Legal size. Three are the Service Type, Service Plan and Service Bundle Default templates (Default column "Template", Global Service and Global Contract both Office Specific). Five are per-service-type templates (Default column "Default"): General Service, Initial Service and Reservice are Office Specific in both columns; Mosquito and Quarterly Pest Control show Global Service = Global and Global Contract = Office Specific (274-contract-templates). What the two Global columns control was not tested.
- Editor: Page Size (Legal / Letter); save/cancel; HTML / preview; Preview Mobile / Tablet / Full Page; Placeholders in Use and Placeholder Key; Full and Mobile Stylesheet (read only); content text box; Welcome Letter; PDF Attachment (Choose File, link, Delete PDF).
- Placeholder groups: office, customer and bill-to identity; service, pricing and tax totals; agreement terms; payment legal text; service and billing calendars; plan-round and bundle fields; repeating and conditional constructs.
- Placeholder facts from the Placeholder Key (275-contract-template-editor page text): the service calendar block shows at most 12 months, and its "Full" variant at most 5 years; an alternate calendar adds each due service's alternate date range; a custom billing schedule block repeats per billing cycle (month, day, amount); month flags tell service-only, bill-only, both or neither. Recurring Charge includes add-ons, Recurring Service Charge does not. Annual Value is, for a service type, the annual value after the first year, and for a plan, the yearly sum of round charges including skipped and opted-out services. Date Signed, and three- and five-business-day cancellation dates counted from signing, are available. Payments legal text and Contract Terms are inserted with triple brackets.
Contract Terms (279-contract-terms-editor): Global, Search, + Contract Terms; Terms Name (required), scope, Choose Contract Templates; Terms and Conditions rich editor (Format, Bold, Italic, Strikethrough, Lists, Link, Line); save/cancel.
Form Templates (326-form-templates, 327-form-template-editor, 328-form-template-html): Global, Visibility, Search, + Form Template, edit; columns Name, Page Size, Signature Requirement, Requires Approval, Global, Visible; Name (required); Page Size Letter/Legal (new form shows Legal); Requires Approval No/Yes; scope; Hidden/Visible; Choose File; html; Placeholders in Use; iframe preview; Stylesheet (read only); Completion Letter rich text; HTML content, preview, delete; notice that base64 images over 200 KB will not be saved; Placeholder Key with office, customer, bill-to, unit, date and customer/employee signature-field markup. No separate signature-requirement selector in the new editor. The list's Signature Requirement values: NPMA_33 and NPMA_33_Attachment "Employee and customer", NPMA_99A "None", NPMA_99B "Employee only"; all four are Legal, Requires Approval No, Specific to this office and Visible (326-form-templates).
Agreement and plan communication settings (Customer Communication, controls)
| Group | Setting |
|---|---|
| 11 / 12 | Service Plan Pre-Pay Email Template, New Subscriptions / Renewals (plain text, payment-link variables) |
| 13 / 14 | Service Plan Pre-Pay Snail Mail Template, New Subscriptions / Renewals |
| 15 | Require Electronic Consent Agreement (checkbox) |
| 16 / 17 | Agreement Signature Email Subject / Body |
| 18 | Allow Contracts via SMS Text and Agreement Signature SMS Text Body (max 1600 characters incl. placeholders) |
| 22 / 23 | Service Plan Welcome / Renewal SMS Template (max 1600) |
| 29 / 30 | Customer Portal Sign Agreement / Sign Form Welcome Message |
| 31 | SalesRoutes and Customer Portal Contract Agreement Message (above terms initials; blank uses a standard text) |
| 32 | SalesRoutes and Customer Portal Auto Payment Message (above AutoPay initials; blank uses a standard text) |
| 33 / 34 | Service Plan Welcome / Renewal Voice Template |
Renewal Notices (343-renewal-notice-editor): Global, Search, + Renewal Notice; Description (required), scope; Before/After; Date Type (Renewal Date / Expiration Date; new state Before Renewal Date); Min Days, Max Days; rich text; placeholders for customer vs bill-to details, property and subscription status, renewal period, recurring and period amounts incl. tax, billing, expiry, last-notice and initial dates, balance, due, frequency, agreement and Sentricon/SAD data.
Prepayment (336-prepayment-discount-editor, 338-prepayment-letter-editor, 460-customer-prepayments)
- Prepayment Discounts: Visibility, Search, + Discount Template; Discount Name, Discount, Description (all required; no unit or percent/amount selector); Hidden/Visible.
- Prepayment Letter Templates: Global, Search, + Prepay Letter Templates; Description, scope, Hidden/Visible; Body and Closing; preview/text ("Services Section NOT Customizable"); placeholders for customer, office, discount name/value/description, portal payment and upsell links, generated date, offer expiry, template name.
- Customers > Prepayments: Clear filters; Service Plan (required; empty list); Property Type (All, Residential Only, Commercial Only); Overdue Balances (required; Exclude, Include, Exclude 7+, 10+, 15+, 30+, 60+, 90+, 180+ Days Overdue); Save filter; Search; columns Customer ID, Customer Name, Subscriptions, Mail, Email.
Cancellation and hold reasons (273-cancellation-hold-reason-editor): Global, Visibility, System, Search, + Cancellation Reason; Reason Description (required), scope, visibility; System is not editable (new = No).
Office Preferences that shape agreements (218-office-contract-defaults-editor, 221-office-other-options-editor, 220-office-billing-preferences-editor, 219-office-routing-options-editor)
- Contract Defaults: Contract Initial Price, Initial Discount, Tax Rate, Agreement Length; default Customer Cancellations and Subscription Cancellations reasons; Send Copy of Contract to Sales Reps. Current values in this account: Initial Price 219.00, Initial Discount 100.00, Tax Rate 0.000000, Agreement Length 0, both default cancellation reasons Unspecified (editor), Send Copy of Contract to Sales Reps Enabled (217-office-preferences, 218-office-contract-defaults-editor).
- Other Options: Auto Freeze Subscription/Customer If Initial Appointment Canceled; Leads / Default New Subscription; Enable Sales Rep 2 / 3; Base Commission On Serv. Type; Auto Scheduling; Capacity and Estimate (scope unverified).
- Billing Preferences: PO Expiration Auto Freeze (No / freeze subscription); Customer Portal Display Renewals (hide, always, day window); Customer Portal Plan Display (hide, details only, details plus 30/60/90/180-day prepay); Enable Manual Invoice Consolidation.
- Routing Options: Consolidate Multiservice Appointments (tooltip groups eligible bundle appointments through Fill Routes, Intelligent Routing and Optimize).
Generic Flags (330-generic-flag-editor): Subscription is one of the flag types (with Customer, Appointment, Equipment, Region, Affiliate Network; the list filter also has E-commerce Local-SEO). Code and Description required; Active/Inactive.
Permissions that touch agreements (Access Control Profile, 203-access-control-profile-editor; none toggled)
- Subscriptions: Edit Cancellation Date/Reason; Freeze/Unfreeze Subscriptions; View/Edit Own and Other Subscriptions; Edit Subscription After Agreement Signed; Edit Subscription After Completed Services; Create / Edit Discounts; Create Bundles; Edit Renewals.
- Pricing: Ignore Min Initial Charge; Ignore Min Recurring Charge; Ignore Min Contract Value; Hide Commercial / Residential Price on Mobile.
- Billing: Approve Forms; Create/Edit Convenience Payments. Reports: Update Subscription Price; Freeze Accounts/Subscriptions; View Forecast Report.
- Mobile: Ignore Min Contract Length on Mobile (allows a custom length below the service-template minimum); Override Payment & Agreement Schedule Requirements.
Trigger events for subscriptions (controls)
- Renewal: Before/After; required days offset; date basis (due, expiry, next billing, renewal date); Account Status; Subscription Status; Multi Unit; Property Type; include/exclude Service Types, Customer/Subscription Flags, Divisions, Regions; Has Initial Service; Has Email; Prefers Paper; Min / Max Renewal Amount.
- Subscription Due: Before/After Due Date and offset; Service Plan Exclude/Include/Only; Has Initial Service; Multi Unit; Property Type; include/exclude types, plans, flags, divisions, regions.
- Subscription PO: Before/After PO Expiration Date and offset; Multi Unit; include/exclude types, plans, flags, divisions, regions.
- Subscription Status: When To Trigger (On Save / After Time); Changed To (Active, Agreement Sent, Any, Frozen, Lead Created, Subscription Created); Agreement Status (Any / Not Signed / Signed); Property Type; Service Plan inclusion; Multi Unit; Has Initial Service; segments.
- Hold action: Hold Reason; Cancel Pending Service Appointments Yes/No; Hold Notes.
Finding subscriptions: Customer Search (413-customer-subscription-filters to 426-subscription-filters-lower, controls)
- Filters: Active Subscription, Subscription On Hold, Recurring (N/A/No/Yes each); Date Canceled; Completed Initial; Sold By; Preferred Techs; Route Regions; Sold Date, Due Between, Custom Date, Expiration Date, Renewal Date; PO Number; Initial Price, Recurring Price, Contract Value (seven comparison operators incl. Between); Frequency (operator plus named frequencies); Seasonal; Agreement Length (months); Signed Agreement; Date Agreement Sent; Date Signed; Subscription Has Auto Pay; Subscription Bill To (Self/Other); Followup Service; Recurring Billing; Billing Frequency (After Each Completed Service, Upon Renewal, Every 28/30/60/90/180/360 days, Custom Schedule); Billing Date; Subscription Source; Include/Exclude Subscriptions; Category; Include/Exclude Flags; Last Completed; Last Completed Paid; Sentricon Connected; Unit of Measure (SF/LF/CNT).
- List By: Customer, Subscription, Service Round (430-customer-list-by-subscription-selected). Subscription-level output columns include Subscription ID, Status, On Hold, Hold Category, Hold Date, Recurring and Billing Frequency, Followup and Initial Service, Service Due, Renewal and Expiration Date, Seasonal Start/End, Initial/Recurring Price, Recurring Total, Subscription Contract Value, Annual Recurring Value, Initial/Recurring Production Value, Initial/Recurring Invoice Discounts, Agreement Length, Signed Agreement, Date Agreement Sent, Date Signed, Electronic Agreement Accepted, Subscription Source/Sub-Source, Subscription Cancellation Reason and Date Canceled, Subscription Last Completed, Date Skipped, Date Opted-out, Subscription Flags.
- Actions (all matching records): Update Subscription Price, Bulk Freeze, Add/Remove Flags; Bulk Freeze RollBack.
Reports for this block (reporting controls)
| Report | Controls and stated rules |
|---|---|
| Forecast Report | Forecast To; Customers include/exclude potential customers; Offices; Status include/exclude/only pending cancels; Refresh; Export to CSV; Show Summary Tables / Show Month Cards |
| Average Contract Rates | Start/End Date; Refresh; Export to CSV; dates use initial customer setup; only currently active subscriptions from all sources |
| Renewals | Saved reports; Renewal Due Date (default range about six months back to one month ahead); Expiration Date; Renewed On; Sub. Status; Renewed; Advanced Filters; Clear Filters |
| Retention Report | Start/End Date; Sources; Agreement Length; Group By; Growth/Attrition Timeline; Retention Calendar (customers added per column period vs canceled per row period) |
| Service Plan Omitted Services | Date; Incl./Excl. Services; Advanced Filters; columns include service, plan, status, skipped reason and notes, charge, sale date, skipped/opted-out date and by whom |
| Cancellation | Date (max 6 months per run); Report Type (only cancels, only pendings, both, pending history); Offices; Columns |
| Cancellation Subscription | Date; Incl./Excl. Services; Advanced Filters |
| Cancellation Reinstatement | Start/End Date; Service Types; Order (By Canceled Date / By Reinstatement Date); Days Frozen slider (selected range shown as 7 to 30) |
| Tech Cancels | Cancellation Range; Service Range; Offices; Tech Cancel Rates and Cancels sections |
| Expiring Paid In Full | Search; customers paid a year in full nearing the end of prepayment |
| Unpaid Initial | Start/End Date |
| Expiring PO Numbers | Start/End Date; Subscription Status; Offices; Future PO Number; Send Messages (080-report-expiring-po) |
| Billing by Service Type / Line Items | Revenue vs Production value; Service Plans and Bundles include/exclude/only; Line Items is accrual-based by ticket creation date and itemizes what Billing by Service Type groups under the main service |
| Monthly Services | Include/Exclude Service Types; separate due windows per category; Filter By Appointment Date / Due Date; As of Date |
| Audit | 19 panels; date selection described as customers entered in the period |
| Form Lookup | Date Added; Date Signed; Form State (Work in progress, Pending Approval, Waiting on customer, Approved, Changes requested, Completed); Form Type (NPMA_33, NPMA_33_Attachment, NPMA_99A, NPMA_99B); Created By; Actions |
| Sales Report | Sold Between; Include/Exclude Service Plans and Service Types; optional columns such as Frequency, Billing Frequency, Annual Recurring Value, Paid Year in Advance, Subscription Cancel Date, Signed Agreement, Electronic Agreement Accepted, Subscription Charges/Payments/Balance |
Dashboard metrics about subscriptions (dashboard definitions)
- Active Subscriptions: by service type; recurring with at least one service, plus subscriptions with recurring billing but no completed service.
- Cancellation Reasons: subscription cancellations, default last month; excludes One Time subscriptions and potential subscriptions that never had a completed appointment.
- Average Rates: average recurring ticket charge per subscription type; only active subscriptions with completed initial and a set recurring charge; filtered by subscription creation date.
- Avg Contract Values: average yearly contract value of the top five service types plus a weighted average; same eligibility; excludes the initial-service price.
- Subscription Sources: share of new subscriptions by source; only subscriptions still active that had a first service or have recurring billing.
- Recurring Billing: active recurring-billed subscriptions that paid their first bill; rate from the last paid invoice; non-monthly frequencies normalized to monthly.
- Recurring Annual Revenue: by service type, excluding initial service. Revenue By Service: revenue per service in the date range.
- Measurement (SF and LF): subscribed and completed measurement by service type (top seven plus Other), with and without add-ons; "inactive" includes inactive subscriptions, skipped and opted-out services.
What the research did not prove
- Nothing was saved or executed. No service type, plan, bundle, add-on, discount, custom schedule, contract template, terms, form or renewal notice was saved. No subscription was created, changed, held, deleted, frozen or canceled. No agreement or form was generated, sent or signed. No bulk price update, cycle close or round skip was run.
- No Plan or Bundle lifecycle in the account. The Service Plans list shows no plan rows, the Prepayments page's required Service Plan list is empty, and Service Plan Management shows no rows. The screen does not say why, and empty lists do not prove the feature is disabled. Round dependencies, late entry, skip vs opt-out and plan-end balance are known only from the manual.
- Unclear rules. Not established: the meaning of "Missed"; how Expiration Date relates to Contract Length; Custom Date semantics; the Production formula in practice; the Dynamic Pricing formula; Enable Warranty Renewal; Alternate Service Days; Child Service for Service Plan; Merge Service Types; the Service Type and Bundle Production child editors; Allow Products; Capacity and Estimate; Custom Schedule handling of short months and a missing fifth weekday; the Prepayment Discount unit.
- Which configuration changes affect existing subscriptions versus new ones is not known (an acceptance question in the assessment).
- Contract output. The contract preview is a menu/attempt only (276-contract-template-full-preview). The preview shows placeholders and a broken logo image. The HTML box shows only part of the source. No populated contract, signature order, legal adequacy or mobile upload was seen. Existing Form Template rows show a Signature Requirement column, but the new editor has no such selector.
- Reports. Forecast, Average Contract Rates, Renewals, Retention, Cancellation Subscription, Unpaid Initial and Expiring Paid In Full show blank or zero results. The Forecast summary-table mode shows headings only (486-forecast-summary-tables). Cancellation Reinstatement has a blank body. Run Report with List By Subscription left the output unchanged (431-active-subscription-customer-report).
- Counts not reconciled. The Sales Report shows three rows for one customer with totals of 12 services, $135 initial, 0 recurring and $135 contract value. These are displayed aggregates, not a verified formula. The Job Pool showed 29 rows in 032 and 34 in 556; equal filters were not established.
- Contradictions to resolve with the vendor. Bundles are project-oriented in the manual but offer recurring billing in the editor. The Trigger Rules manual's freeze/payment-profile deletion wording conflicts with a separate removal action. The dashboard LF help says "square footage" and "Total Meas. LF" where the card says "Total Active Meas. LF". Billing-frequency labels differ by screen: named periods on the subscription and bundle (Monthly, Quarterly) but day counts in Customer Search (Every 28/30/60/90/180/360 days, Upon Renewal). The Frequency Options catalog explains most of this: each named Recurring Billing label is defined as a day count (Every 4 Weeks 28, Monthly 30, Alternate Monthly 60, Quarterly 90, Semi-Annually 180, Annually 360), so the screens show the same values two ways (169-settings-frequency-options). Still open: whether "Monthly" bills on calendar months or every 30 days; Upon Renewal and After Each Completed Service have no row in the catalog.
- Modules and readiness. Deals is not enabled. SalesRoutes has a separate Frozen module state, and an SMS registration error banner shows on all Admin pages. So SMS signing links and plan SMS could not be judged ready. Marketing Pro is not enabled for the inspected customer.
- Evidence strength and open acceptance questions. The assessment rates service design, plans and bundles as high confidence for the editors and medium for the required lifecycle (assessment). Still to prove: model the real recurring, seasonal, one-time, follow-up and bundled services; prove prices, discounts, taxes, production value, commissions and invoice timing across first service, later rounds, late enrollment, missed rounds and cancellation; confirm the mobile-sales behavior of every package; prove round dependencies and late entry, and billing cadence independent of service (assessment). Commercial agreements and multiple sites under one payer are not shown yet (intake). Each configuration family (service rules, round dependencies, templates, reasons) needs an owner, and a tested service/billing model should be locked before migration (assessment).
- Unverified links. The developer API page returned only "Loading..." in this research. Its search-visible text says a subscription-linked appointment inherits defaults and moves the next due date on completion; that is not verified.
Ideas for Our CRM
- Proposal: keep the reusable service definition (type, plan, bundle) separate from the customer's subscription, and let the subscription override defaults.
- Proposal: store service cadence and billing cadence as two separate fields, and show charge vs production value side by side, as the populated subscription does.
- Proposal: label every "contract value" with its scope (with or without the initial service), so screens and reports do not mix the two measures.
- Proposal: model seasonal plans as ordered rounds with explicit wait-after, dependency and late-join rules, and keep skip (this year) distinct from opt-out (persists across renewals).
- Proposal: before a definition change is saved, show which existing subscriptions it will affect, and warn when a rule locks once customers subscribe.
- Proposal: show compatibility warnings when choices conflict (for example convenience payments with renewal billing or consolidated invoices, or add-ons that the mobile sales app does not support).
- Proposal: give bulk subscription price updates a preview and a rollback, as FieldRoutes does for bulk freeze.
- Proposal: generate agreements per subscription, and keep Expiration Date and Renewal Date as distinct, filterable dates.
Official FieldRoutes manuals
Read (dated in the manual register):
- Adding a Service Type Subscription (updated 2025-12-16)
- Adding a Service Plan Subscription (updated 2026-08-31)
- Contracts vs Forms (updated 2026-10-09)
- Convenience Payments: Overview (updated 2026-08-27)
- Trigger Rules (updated 2026-10-28)
Indexed but not read (source checks):
- The Customer Card: Subscriptions Tab
- The Customer Card: Documents Tab, Contracts and Forms Preview Screen
- Service Plan Management Report, Schedule Multiple Rounds
Other vendor sources: 2024 Pest Control Software Year in Review (prepayments for future Service Plan costs; bundles sold, scheduled and serviced as a unit and billed on one consolidated invoice; multi-round scheduling; internal vs external appointment notes per service type), FieldRoutes Customers' Adjustments to the Economy (Forecast projects next services and recurring billing; separate customer vs subscription cancellation reports), FieldRoutes API Documentation (subscription and service-type entities; page did not load).
Screenshots kept in other blocks that also matter here 90
- 001-dashboard · Dashboard, first view (Reporting and analytics): The home dashboard gives the office a one-screen view of business health.
- 008-customer-documents · Customer Card, Documents tab (Customer account): The Documents tab stores files for the customer and starts document generation.
- 031-scheduling-job-pool · Job Pool, basic filters (Scheduling and appointments): The Job Pool is the queue of due services that do not yet have a future appointment, so the office can find and schedule due work.
- 032-job-pool-advanced · Job Pool, advanced filters with results (Scheduling and appointments): Expands the Job Pool to all advanced criteria: production value range, include/exclude service types, bundles, service plans, add-ons, customer and subscription flags, preferred technician, preferred day, region, measurement (square/linear feet), service category and skills, plus 'Account For Wait After'.
- 033-service-plan-management · Service Plan Management (Scheduling and appointments): This screen tracks service-plan rounds and cycles for customers on a plan: plan, round, cycle start/end, round status and range, due date, completed and skipped rounds, subscription status and balance.
- 047-convenience-payments · Convenience Payments report (Payments and collections): Lists upcoming scheduled advance payments for customers on a convenience payment plan (spreading service cost into regular charges).
- 051-sales-leaderboard-advanced · Sales Leaderboard, advanced filters (Lead, sales and estimate): Expands the leaderboard criteria: subscription status, which accounts count (added/pending/serviced, any scheduled, fixed-spot, just serviced), employee status, type and experience, customer vs salesperson AutoPay flag, and include/exclude service plans, service types, sources and service categories.
- 065-report-audit · Audit report (data-quality checks), first panel (Reporting and analytics): A data-quality checker that the page says finds common data-entry mistakes for customers entered in the chosen date range.
- 068-report-billing-service-type · Billing by Service Type (Invoicing and billing terms): Summarises what was invoiced (and how much of it has been collected) for a date, grouped by service type by default with up to two sub-groups; grouping choices include billing frequency, city, county and tax codes, customer source, division, GL account, invoice date/month/type, line item, office, PO number, region, sales rep, service bundle or category, technician and zip.
- 069-report-cancellation · Cancellation report (Customer account): Lists customers who cancelled or are pending cancellation in a date range (maximum six months per run).
- 070-report-cancellation-reinstatement · Cancellation Reinstatement (Customer account): Cancellation Reinstatement report; by its name it lists canceled or frozen customers who were later reinstated (inference: the result area is blank).
- 078-report-expiring-paid-in-full · Expiring Paid In Full (Payments and collections): Lists customers flagged as having paid a year in full whose prepaid period is running out, so the office can follow up.
- 084-report-line-items · Line Items (Invoicing and billing terms): Itemises every charge on invoices (tickets) for a date range, with an option to show add-on codes.
- 085-report-monthly-services · Monthly Services (Scheduling and appointments): Meant to summarise completed, scheduled, unscheduled and overdue services.
- 099-report-tech-cancels · Tech Cancels (Technicians and licenses): Ties customer cancellations to the technician who serviced them.
- 103-report-unpaid-initial · Unpaid Initial (Payments and collections): Lists initial (first) services that have not been paid, for a start/end date range, with Refresh and Export to CSV.
- 121-reporting-form-lookup · Form Lookup (Termite and WDO): Searches filled-in forms (NPMA termite/WDO forms).
- 128-preferences-customer-menu · Customer Preferences menu (Customer account): Expanded list of the 22 customer-related setup pages: contact types, cancellation/hold reasons, contract templates and terms, customer communication, sources, divisions, email categories and templates, form templates, flags, note categories and types, prepayment discounts and letters, property estimation units, renewal notices, route regions, skip reasons, structure templates, sub-property types and voice messages.
- 151-settings-appointment-checklist-form · New Appointment Checklist form (Work order): Form to define a visit checklist: scope, name, service type it appears on, when to show (before start or before completion), required or not, signed agreement required, initial-only or all appointments, final approval by none/technician/customer, excluded subscription flags and an intro paragraph (150 characters).
- 176-settings-skill-form · New Skill form (Technicians and licenses): Form with skill description, scope, visibility, the service types and add-ons that need this skill, and a 'Utilize in Scheduling' checkbox (checked).
- 209-commission-profile-editor · New Subscription commission profile (Technicians and licenses): Rule set for paying commission on sold subscriptions: date basis (sold, initial service, initial payment), pay-on basis (contract value, initial service amount, qualified revenue or paid), who is paid, deduction types, contract-value length and optional rules (payment and service thresholds, cancellations, coupons, secondary/tertiary splits, retroactive rates, service-type or plan rates).
- 214-commission-rate-editor · Commission rate row (Technicians and licenses): One rate line: rate type (sales, service, schedule, secondary/tertiary sales, team lead), percentage or flat amount, value, start/end dates, calculation profile, tier by quantity or amount with start/end bounds, and service type/plan restrictions.
- 217-office-preferences · Office Preferences overview (Invoicing and billing terms): Overview of office-wide policies in separate editable sections: contract defaults, routing options, billing preferences, other options, two-factor settings, brand colors and month closing (with a Close Month button, not used).
- 221-office-other-options-editor · Office other options editor (Lead, sales and estimate): Mixed office switches: who can edit red notes, commission based on service type, auto scheduling, deductions on the employee card, freeze after a cancelled initial visit, leads on/off, default new subscription, second and third sales rep, editing the employee DB link, abandoned-lead notification email and Capacity and Estimate.
- 240-trigger-renewal · Trigger type: Renewal (Integrations and API): Renewal automation: days before or after due, expiry, next billing or renewal date, with account and subscription status, property type, initial service, has email, prefers paper, renewal amount range and segment filters.
- 241-trigger-subscription-due · Trigger type: Subscription Due for Service (Integrations and API): Automation when a subscription is due for its next service: days before/after due (default 1 day before), service plan inclusion, initial service done, multi-unit, property type and segment filters.
- 242-trigger-subscription-po · Trigger type: Subscription PO (Integrations and API): Automation keyed to purchase order expiry on a subscription: days before/after PO expiration plus multi-unit, service type/plan, flag, division and region filters.
- 243-trigger-subscription-status · Trigger type: Subscription Status (Integrations and API): Automation on subscription status changes (active, agreement sent, frozen, lead created, subscription created), on save or after a time, agreement signed or not, property type, plan, multi-unit, initial service and segment filters.
- 250-trigger-action-hold · Trigger action: Place Subscription On Hold (Integrations and API): Action that puts a subscription on hold: hold reason, whether to cancel pending service appointments, and notes.
- 263-deals · Deals setup (not enabled) (Lead, sales and estimate): Explains FieldRoutes Deals: online service packages where customers sign up for recurring service, with a card stored for monthly payments, an initial appointment and recurring visits scheduled, and a signed 12-month agreement.
- 272-cancellation-hold-reasons · Cancellation and Hold Reasons list (Customer account): Standard reasons used when a customer account or subscription is cancelled or put on hold, separate from appointment cancel reasons.
- 273-cancellation-hold-reason-editor · Cancellation/Hold Reason editor (new) (Customer account): Blank form with required Reason Description, office scope and visibility; System shows No and cannot be edited.
- 280-customer-communication · Customer Communication overview (Customer messages and marketing): Full page of all 35 office communication settings groups: default SMS/voice/email, customer portal options, payment and receipt emails, delivery windows and rate limits, reminder and follow-up templates, invoice footers, prepay and renewal templates, agreement-signature messages and review requests.
- 292-communication-section-11-editor · Customer Communication: Service Plan Pre-Pay Email Template, New Subscriptions (group 11) (Customer messages and marketing): Communication settings editor for 'Service Plan Pre-Pay Email Template, New Subscriptions', opened unchanged and cancelled.
- 293-communication-section-12-editor · Customer Communication: Service Plan Pre-Pay Email Template, Renewals (group 12) (Customer messages and marketing): Communication settings editor for 'Service Plan Pre-Pay Email Template, Renewals', opened unchanged and cancelled.
- 294-communication-section-13-editor · Customer Communication: Service Plan Pre-Pay Snail Mail Template, New Subscriptions (group 13) (Customer messages and marketing): Communication settings editor for 'Service Plan Pre-Pay Snail Mail Template, New Subscriptions', opened unchanged and cancelled.
- 295-communication-section-14-editor · Customer Communication: Service Plan Pre-Pay Snail Mail Template, Renewals (group 14) (Customer messages and marketing): Communication settings editor for 'Service Plan Pre-Pay Snail Mail Template, Renewals', opened unchanged and cancelled.
- 297-communication-section-16-editor · Customer Communication: Agreement Signature Email Subject (group 16) (Customer messages and marketing): Communication settings editor for 'Agreement Signature Email Subject', opened unchanged and cancelled.
- 298-communication-section-17-editor · Customer Communication: Agreement Signature Email Body (group 17) (Customer messages and marketing): Communication settings editor for 'Agreement Signature Email Body', opened unchanged and cancelled.
- 299-communication-section-18-editor · Customer Communication: Allow Contracts via SMS and Agreement Signature SMS Body (group 18) (Customer messages and marketing): Communication settings editor for 'Allow Contracts via SMS and Agreement Signature SMS Body', opened unchanged and cancelled.
- 303-communication-section-22-editor · Customer Communication: Service Plan Welcome SMS Template (group 22) (Customer messages and marketing): Communication settings editor for 'Service Plan Welcome SMS Template', opened unchanged and cancelled.
- 304-communication-section-23-editor · Customer Communication: Service Plan Renewal SMS Template (group 23) (Customer messages and marketing): Communication settings editor for 'Service Plan Renewal SMS Template', opened unchanged and cancelled.
- 310-communication-section-29-editor · Customer Communication: Customer Portal Sign Agreement Welcome Message (group 29) (Customer portal): Communication settings editor for 'Customer Portal Sign Agreement Welcome Message', opened unchanged and cancelled.
- 311-communication-section-30-editor · Customer Communication: Customer Portal Sign Form Welcome Message (group 30) (Customer portal): Communication settings editor for 'Customer Portal Sign Form Welcome Message', opened unchanged and cancelled.
- 313-communication-section-32-editor · Customer Communication: SalesRoutes and Customer Portal Auto Payment Message (group 32) (Payments and collections): Communication settings editor for 'SalesRoutes and Customer Portal Auto Payment Message', opened unchanged and cancelled.
- 314-communication-section-33-editor · Customer Communication: Service Plan Welcome Voice Template (group 33) (Customer messages and marketing): Communication settings editor for 'Service Plan Welcome Voice Template', opened unchanged and cancelled.
- 315-communication-section-34-editor · Customer Communication: Service Plan Renewal Voice Template (group 34) (Customer messages and marketing): Communication settings editor for 'Service Plan Renewal Voice Template', opened unchanged and cancelled.
- 329-generic-flags · Generic Flags list (Customer account): Dictionary of markers that warn staff about a customer, appointment, equipment, subscription, region, affiliate network or local-SEO item.
- 330-generic-flag-editor · Generic Flag editor (new) (Customer account): Blank form with required Code and Description, Type (Customer, Appointment, Equipment, Subscription, Region, Affiliate Network), office scope and Active/Inactive, with save/cancel.
- 335-prepayment-discounts · Prepayment Discounts list (Invoicing and billing terms): Dictionary of discounts offered for paying a service plan in advance.
- 336-prepayment-discount-editor · Prepayment Discount editor (new) (Invoicing and billing terms): Blank form with required Discount Name, Discount and Description and Hidden/Visible, with save/cancel.
- 337-prepayment-letter-templates · Prepayment Letter Templates list (Customer messages and marketing): Library of letters offering prepayment of a plan.
- 338-prepayment-letter-editor · Prepayment Letter editor (new, text) (Customer messages and marketing): Blank letter form with required Description, office scope, Hidden/Visible and editable Body and Closing text boxes, with preview/text toggle and save/cancel.
- 339-prepayment-letter-preview · Prepayment Letter preview (Customer messages and marketing): Preview of the blank prepayment letter.
- 340-property-estimation-units · Property Estimation Units list (Lead, sales and estimate): Units of measure for sizing a property when estimating or pricing service.
- 341-property-estimation-unit-editor · Property Estimation Unit editor (new) (Lead, sales and estimate): Blank form with required Description and Abbreviation (max three characters per tooltip), office scope and Hidden/Visible; System shows No.
- 342-renewal-notices · Renewal Notices list (Customer messages and marketing): Library of renewal notices sent to customers before or after a subscription's renewal or expiration date.
- 343-renewal-notice-editor · Renewal Notice editor (new) (Customer messages and marketing): Blank form with required Description, office scope, Before/After and Date Type (Renewal Date / Expiration Date), Min and Max Days, a rich-text body and a placeholder list (customer and bill-to details, renewal period, amounts with tax, billing/expiry dates, balance, frequency, agreement data).
- 378-alerts-dock · Alerts dock (notification queue) (FieldRoutes hub): The alerts queue collects system notifications for the office.
- 386-dashboard-resumed · Dashboard after sign-in (Reporting and analytics): The full dashboard with populated metric cards after signing back in: customer and subscription counts, cancellations, monthly services, ratings, Collections % (Accrual), completion, stops per route, AutoPay %, receivables aging, payment types, rates, contract values, customer age, sources, frozen with stored account, recurring billing, debit balance, revenue by service and month, recurring annual revenue and square/linear-foot measurement cards.
- 389-dashboard-metric-help-1 · Dashboard help: Active Subscriptions (Reporting and analytics): The help dialog for the dashboard's Active Subscriptions card.
- 390-dashboard-metric-help-2 · Dashboard help: Cancellation Reasons (Reporting and analytics): The help dialog for the dashboard's Cancellation Reasons card.
- 398-dashboard-metric-help-10 · Dashboard help: Average Rates (Reporting and analytics): The help dialog for the dashboard's Average Rates card.
- 399-dashboard-metric-help-11 · Dashboard help: Avg Contract Values (Reporting and analytics): The help dialog for the dashboard's Avg Contract Values card.
- 401-dashboard-metric-help-13 · Dashboard help: Subscription Sources (Reporting and analytics): The help dialog for the dashboard's Subscription Sources card.
- 403-dashboard-metric-help-15 · Dashboard help: Recurring Billing (Reporting and analytics): The help dialog for the dashboard's Recurring Billing card.
- 405-dashboard-metric-help-17 · Dashboard help: Revenue By Service (Reporting and analytics): The help dialog for the dashboard's Revenue By Service card.
- 407-dashboard-metric-help-19 · Dashboard help: Recurring Annual Revenue (Reporting and analytics): The help dialog for the dashboard's Recurring Annual Revenue card.
- 408-dashboard-metric-help-20 · Dashboard help: Subscribed Meas. SF (Reporting and analytics): The help dialog for the dashboard's Subscribed Meas.
- 409-dashboard-metric-help-21 · Dashboard help: Completed Meas. SF (Reporting and analytics): The help dialog for the dashboard's Completed Meas.
- 410-dashboard-metric-help-22 · Dashboard help: Subscribed Meas. LF (Reporting and analytics): The help dialog for the dashboard's Subscribed Meas.
- 411-dashboard-metric-help-23 · Dashboard help: Completed Meas. LF (Reporting and analytics): The help dialog for the dashboard's Completed Meas.
- 413-customer-subscription-filters · Customer Search, Subscription filters (top) (Customer account): The Subscription filter group selects customers by their subscriptions: active, on hold, recurring, cancel date, completed initial service, sold by, preferred tech, route region and more.
- 423-subscription-filters-date-price · Customer Search, Subscription filters (dates and prices) (Customer account): Scroll position of the Subscription filters showing sold, due, custom, expiration and renewal date ranges, subscription PO number, initial price, recurring price, contract value and service frequency comparisons.
- 424-subscription-filters-agreements-billing · Customer Search, Subscription filters (agreements and billing) (Customer account): Scroll position showing seasonal, agreement length (months), signed agreement, agreement sent/signed dates, subscription AutoPay, Subscription Bill To (Self/Other), follow-up service, recurring billing, billing frequency and billing date filters.
- 425-subscription-filters-source-flags · Customer Search, Subscription filters (source, type, flags) (Customer account): Scroll position showing subscription source, include/exclude service types, category and include/exclude subscription flags.
- 426-subscription-filters-lower · Customer Search, Subscription filters (bottom) (Customer account): Bottom of the Subscription filters: subscription last-completed date, Last Completed Paid, Sentricon Connected (a termite-monitoring integration flag) and Unit of Measure (square feet, linear feet, count).
- 430-customer-list-by-subscription-selected · Customer Search, List By Subscription selected (Customer account): The same controls with List By switched to Subscription, before running the report.
- 432-customer-report-actions-menu · Customer Search, Actions menu (bulk actions) (Customer account): The Actions menu runs bulk actions on the search result, grouped by scope.
- 449-customer-documents · Customer Card, Documents tab (populated customer) (Customer account): The Documents tab for the populated customer: + Upload Document, + New Agreement, + New Form and 'Files: All'.
- 457-customer-sales-report · Sales Report, Sold Subscriptions (Lead, sales and estimate): The Sales Report lists sold subscriptions by sales rep and date.
- 460-customer-prepayments · Prepayments page (Payments and collections): Prepayments finds customers to offer paying ahead for a service plan.
- 463-audit-monthly-billing · Audit check: Past due monthly billing (Invoicing and billing terms): One of the 19 data-quality checks in the Audit report, selected on its own: it lists monthly-billed subscriptions whose billing is past due (help text says this can follow an old date or another error).
- 467-audit-reservice-charge · Audit check: Re-services having a charge (Invoicing and billing terms): One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that carry a charge (re-services are normally free).
- 469-audit-missing-documents · Audit check: Active customers without a document (Customer account): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no document (such as a signed agreement) on file.
- 484-monthly-services-revisited · Monthly Services (Scheduling and appointments): A monthly workload summary: cards for completed, scheduled, unscheduled, overdue and total services, plus a collapsed per-office row.
- 485-monthly-services-advanced · Monthly Services, advanced filters (Scheduling and appointments): Monthly Services with Advanced Filters open.
- 535-top-ten-contract-value · Top 10 Report, Contract Value (Lead, sales and estimate): The Top 10 report with Contract Value selected, showing Experienced, Rookies and Office sections and the ten-sale eligibility note.
- 556-job-pool-columns-clear · Job Pool, loaded with all columns (Scheduling and appointments): The Job Pool with basic filters loaded 34 due-service rows (an earlier 032 snapshot had 29; not reconciled).
- 558-cancellation-reinstatement-clear · Cancellation Reinstatement, full view (Customer account): Cancellation Reinstatement with the whole filter row visible: start/end date, service types, order by canceled date or reinstatement date, and the full Days Frozen slider with a selected range of 7 to 30, with Refresh and Export to CSV.
Research sections used for this page 128
The original research reports are kept unchanged in the archive. These are the sections that speak about this block:
- admin/controls.md › Customer Preferences menu: Index of the Customer Preferences menu with a one-line purpose for each entry (contact types, cancel reasons, contracts, communication, sources, divisions, email/form templates, flags, notes, prepayment, estimation units, renewals, regions, skip reasons, structures, sub-property types, voice messages).
- admin/controls.md › Service Related menu: Index of the Service Related menu with a one-line purpose for each entry (add-ons, application methods, appointment reason lists, checklists, conditions, custom schedules/fields, discounts, equipment types, frequencies, products, bundles, plans, types, skills, target areas/issues).
- admin/controls.md › Service Types list and editor: Service Types list and full editor: frequency, contract lengths, allowed products, commission %, billing terms/frequency, minimum charges, initial/recurring invoice templates and production value, skills, Fill Routes buffers, reservice, reminder/follow-up settings, sales visibility.
- admin/controls.md › Service Plans and service rounds: Service Plans and their service rounds: contract lengths, plan/billing dates, commissions, billing frequency, prepay discount, discounts, round dates, wait/order/max-delay rules and per-round pricing; unsaved-changes confirmation.
- admin/controls.md › Service Bundles: Service Bundles: bundle templates, bundled billing and frequency, sales-rep/leaderboard visibility, GL level, component services with pricing, and bundle discounts.
- admin/controls.md › Add-ons: Add-ons: recurring or one-time supplements with amount, tax, GL account, mobile sales visibility, dynamic pricing and skills.
- admin/controls.md › Appointment Checklists: Appointment Checklists shown to technicians before start or completion: service type binding, required flag, signed-agreement prerequisite, approval by technician/customer, sections with initials or single-tap acknowledgement and placeholders.
- admin/controls.md › Custom Schedules and custom field groups: Custom Schedules (month-by-month date or weekday rules for subscription, recurring and initial billing) and custom appointment / unit detail field groups.
- admin/controls.md › Discounts: Discounts: percentage or amount, discount code, eligible services, invoice-count limit, display dates and editability.
- admin/controls.md › Equipment Types and Frequency Options: Equipment Types (ID prefix, required to complete, active/frozen, bait default, barcode required, linked methods/issues/products) and Frequency Options typed by auto-schedule, Fill Routes buffer, follow-up, billing, subscription, renewal and convenience payments.
- admin/controls.md › Skills: Skills: capability labels linked to service types and add-ons, with a Utilize in Scheduling checkbox.
- admin/controls.md › Access Control Profiles: Access Control Profiles: shared role definitions and every permission group (admin, scheduling, users, tasks, transactions, account, subscriptions, sales, leads, billing, pricing, reports, financial reports, QuickBooks, dashboard widgets, area management, mobile); staff permissions go to technicians as no users block exists yet.
- admin/controls.md › GL Accounts and Office Preferences: GL Accounts and office Preferences: contract defaults, default cancel reasons, scheduling/routing options, statement layout, ZIP tax, net days, invoice consolidation, portal payment limits/renewal/plan display/tips, ACH returns, PO auto-freeze, soft declines, red notes, commission basis, auto scheduling, leads, sales reps 2/3, 2FA, brand colors and month closing.
- admin/controls.md › Remaining Trigger event filters: Remaining trigger event filters: reminders, renewals, subscription due, subscription PO expiry and subscription status changes, with segmentation by service types, plans, flags, divisions, regions.
- admin/controls.md › Trigger action editors: Trigger action editors: email, SMS, voice, mail letter/statement, add flags, freeze account, subscription hold, collections stage and webhook (method, URL, headers, JSON body).
- admin/controls.md › Contact Types, Cancellation/Hold Reasons, Contract Templates and Terms: Additional contact types and account/subscription cancellation and hold reasons (customer), contract templates with preview, placeholders and PDF attachments, and contract terms (agreements).
- admin/controls.md › Named map of communication groups2–34: Named map of communication groups 2-34: answering machine detection, statement tear sheet, AR hold time, reminder and auto-reply SMS, invoice footers, prepay templates, e-consent, signature email/SMS, follow-up emails, caution statements, welcome/renewal SMS and voice, reviews, portal signing messages, auto-payment text.
- admin/controls.md › Form Templates: Form Templates: signable documents (NPMA forms present) with page size, approval requirement, HTML content, completion letter, image size limit and signature placeholders.
- admin/controls.md › Generic Flags: Generic Flags for customers, appointments, equipment, subscriptions, regions and affiliates, with code, description and status.
- admin/controls.md › Prepayment Discounts and Prepayment Letter Templates: Prepayment Discounts and Prepayment Letter Templates with body/closing, preview and prepay placeholders including portal payment links.
- admin/controls.md › Property Estimation Units: Property Estimation Units (system SF, LF, CNT; custom units with 3-letter abbreviation).
- admin/controls.md › Renewal Notices: Renewal Notices: before/after renewal or expiration date windows, rich text and renewal placeholders.
- admin/controls.md › Final clarity recaptures (539–547): Clear recaptures 539-547: service plans list, service type editor, condition type, target area, target issue, dilution calculator (result clipped), full AR trigger placeholder catalog of 24 tokens, department dialog.
- admin/findings.md › Tenant limitation and remaining evidence: Tenant SMS registration error banner on all Admin pages, and the list of still-missing evidence (user merge, team membership, roles, custom fields, Composite Stat, Marketing Pro, contract preview, invoice/payment drilldowns).
- admin/findings.md › Customer Preferences and Service Related menus: Inventory of the 22 Customer Preferences and 21 Service Related menu entries; navigation only.
- admin/findings.md › Service Types: service, billing, dispatch, and communication policy in one definition: Service Type definition combines frequency, season, contract, allowed products, commissions, tax, minimums, separate billing frequency and invoice templates, skills and Fill Routes buffers, communications and mobile-sales visibility; plus the Service Plans list.
- admin/findings.md › Service Plans: ordered multi-round programs: Service Plans are ordered multi-round programs with billing bounds and round rules (locked start date, wait, dependency, max delay); unsaved-changes dialog.
- admin/findings.md › Service Bundles: packaged services with billing and customization controls: Service Bundles package several services with bundled billing, mobile creation, GL level, add/remove permissions, service components and discounts.
- admin/findings.md › Add-ons: invoice/service supplements, including fees and discounts: Add-ons include fees (cancellation, late, NSF) and discounts as well as extra services; editor fields.
- admin/findings.md › Appointment checklists: field acknowledgements and customer signatures: Appointment Checklists shown to technicians in the mobile app with acknowledgement sections, signatures and approval by technician or customer.
- admin/findings.md › Custom schedules and custom appointment detail groups: Custom Schedules (month-by-month date or weekday rules for subscriptions and billing) and name-only custom appointment/unit detail groups.
- admin/findings.md › Discounts, equipment types, and frequency options: Discount definitions, Equipment Types (required to complete, barcode, bait, products) and typed Frequency Options covering several timing policies.
- admin/findings.md › Commission definitions separate calculation rules from employee rate assignments: Commission setup: deduction types, Subscription/Charge Back/Invoice calculation profiles and rate profiles with tiers and effective dates assigned to employees.
- admin/findings.md › Office Preferences: routing, financial behavior, and security policy: GL Accounts and Office Preferences: contract defaults, routing options, billing/tax/portal/ACH/soft-decline policy, other options (leads, sales reps, auto scheduling), two-factor policy, colors and month closing.
- admin/findings.md › Remaining trigger events and action-specific receivables scope: Reminders, Renewal, Subscription Due/PO/Status triggers; action-specific balance scope; communication, hold, collections and webhook action editors.
- admin/findings.md › Customer relationship dictionaries and agreements: Additional Contact Types, Cancellation and Hold Reasons, Contract Templates with placeholders/preview, and Contract Terms.
- admin/findings.md › Email and form templates have distinct content and approval surfaces: Email Templates (HTML, placeholders) and Form Templates (approval, completion letter, signature placeholders).
- admin/findings.md › Flags, note types and note categories express different concepts: Generic Flags by target entity, Note Types and Note Categories as different concepts.
- admin/findings.md › Prepayment and renewal content: Prepayment Discounts, Prepayment Letter Templates with portal prepay link, and Renewal Notices.
- admin/findings.md › Final clarity recaptures and retained limits (539–547): Table of clear recaptures 539-547 (Service Plans, Service Type editor, Condition Type, Target Area, Target Issues, calculator, trigger placeholders, Department) and their remaining limits.
- admin/findings.md › Clear recaptures 539–547 and retained limits: Short restatement of the 539-547 recaptures and remaining limits (calculator clipped, Marketing Pro, Composite Stat, contract preview).
- assessment.md › FieldRoutes capability and business-fit assessment: Assessment intro: evidence snapshot scope (001-558, 15 manuals); strongest depth is how a service is sold, scheduled, billed and communicated, plus permissions and automation; fit is conditional.
- assessment.md › Fit conclusion and confidence: Overall fit verdict: credible conditional candidate for US pest/service work; key mismatch is non-US billing; per-business-angle confidence table (customer, commercial, service design, scheduling, field, sales, comms, billing, reporting, permissions, automation, integrations, mobile/portal, workforce).
- assessment.md › 1. Operational fit and customer workspace: Customer workspace: 12-tab Customer Card as shared account context, checkout lock and Transfer, A/R Turnover meaning; later populated customer with two same-type subscriptions, separate service vs billing cadence, invoice print preview.
- assessment.md › 4. Service design, recurrence and pricing: Service design: Service Types (service and billing frequency, seasons, contracts, products, tax, commissions, templates, skills), Service Plans with ordered rounds and dependencies, Bundles, Add-ons; skip vs opt-out; Mobile Sales add-on warning.
- assessment.md › 9. Billing, payments and accounting: Billing and payments: AutoPay, AR, credits, collections, batches, convenience payments, stored cards, disbursements, GL accounts, sales tax, billing preferences, US-only billing addresses, Payrix reconciliation; FieldRoutes' own subscription/usage billing is a separate surface.
- assessment.md › 15. Implementation, configuration ownership and commercial fit: Implementation and commercial fit: configuration ownership work, plan rules hard to change after subscribe, custom appointment/unit field groups, charge notices, account plan/usage; no full contract or cost schedule.
- assessment.md › 16. Automation and exception handling: Automation: Trigger Rules event types, filters and actions (invoice creation, messages, freeze, hold, collections stage, webhook), invoice-level vs responsible-payer scope, processor limits, manual warnings on backdated fees and overnight reminders.
- assessment.md › Decision evidence still required: Acceptance scenarios still needed before fit is accepted: residential, commercial multi-property, plans/bundles, dispatch, technician execution, financial close, communications, reporting, security, compensation, automation, integration/exit.
- assessment.md › Final visual edge pass 556–558: Final edge pass: Job Pool 556 shows 34 rows (vs 29), Recommended Routes 557 empty, Cancellation Reinstatement 558 Days Frozen 7-30; visual gaps only.
- billing/controls.md › Convenience Payments Report: Convenience Payments report controls and columns; zero rows.
- billing/findings.md › Convenience Payments, stored sources and disbursements: Convenience Payments, stored cards and disbursements findings, with vendor Payrix payout rules.
- coverage-gaps.md › Screenshot and state corrections now closed: Screenshot corrections closed: report recaptures, payment/aging details, recaptures 539-547 (service plans, service type, condition type/target area/issue, trigger placeholders, department), edge states 556-558.
- coverage-gaps.md › Still indeterminate, partial or unavailable in the captured state: Still indeterminate states: Audit New Sales, Forecast, Frozen Customers, Knocking map, Tasks, dashboard gear, Composite Stat, Dilution Calculator, admin card editor, Marketing Pro, SMS/On My Way/Mobile Sales, contract preview, Time Clock reports.
- customer-intake.md › Software-fit questions still open: Open questions for commercial use: multiple sites under one payer, parent/child accounts, per-unit service and inspections, structure reuse, commercial agreements and unit-level reporting are not yet shown.
- customer-populated-controls.md › Subscription list and sales information: Subscription list and sales information: subscription cards, contract value including initial service, Active toggle, Delete/Hold/Allow Products actions, sales rep, source, sold date, contract length, expiration, PO, flags, notes.
- customer-populated-controls.md › Subscription Billing Options: Subscription billing options: billing account, AutoPay profile, net days, initial invoice timing, billing frequency choices, billing tooltip on charge vs production, next billing date.
- customer-populated-controls.md › Recurring Services and scheduling preferences: Subscription service and scheduling settings: service type, frequency, duration, call ahead, seasonal, follow-up, routing region, preferred tech/day/time, timeline, initial and recurring invoice summaries ($120 charge vs $360 production).
- customer-populated-controls.md › Documents: Documents tab: upload, New Agreement (pick subscription), New Form (NPMA_33/33 attachment/99A/99B templates); nothing generated.
- customer-populated-findings.md › One customer can hold two subscriptions of the same service type: One customer can hold two subscriptions of the same service type; subscription contract value includes initial service, unlike the dashboard average.
- customer-populated-findings.md › Billing cadence, service cadence and production value are separate: Billing cadence (monthly), service cadence (every 90 days) and production value ($360 vs $120 charge) are separate; subscription has its own payer, AutoPay and scheduling preferences; Actions only inspected.
- customer-populated-findings.md › Document generation begins by choosing a subscription or form template: Document generation starts by choosing a subscription (agreement) or a form template (NPMA forms); nothing generated or signed.
- customer-populated-findings.md › Fit implications and remaining evidence: Fit summary: evidence supports multiple subscriptions, separate billing/service cadence and payer; still missing linked properties/multi-unit, cross-customer responsibility, completion, payments allocation, signatures, permissions.
- customer-reporting.md › Sales Report: populated Sold Subscriptions output: Sales Report (Sold Subscriptions): three rows for one customer, totals 12 services/$135; filter controls for reps, teams, statuses, plans, service types, flags, sources, categories, saved reports.
- customer-reporting.md › Additional Columns catalog: Sales Report optional Additional Columns catalog: contact, cadence, add-ons, discounts, balances/aging, cancellation, agreement signature, flags, rep and route data, subscription financials, source.
- customer-reporting.md › Prepayments: service-plan prerequisite has no available choices: Prepayments page: offer to pay ahead for a service plan; required plan list empty, property type and overdue filters, empty customer table with Mail/Email columns.
- customer-search.md › Subscription: Subscription filters: active/hold/recurring, cancel and other dates, sold by, preferred tech, route region, prices, frequency, agreement and signature, AutoPay, bill-to, billing frequency, source, service types, flags, last completed paid, Sentricon, unit of measure.
- customer-search.md › Columns and List By: Columns and List By (Customer/Subscription/Service Round); Run Report attempt left output unchanged; full output column catalog grouped by business meaning.
- customer-search.md › Actions menu: scope is explicitly different by action: Actions menu bulk actions by scope: flags, subscription price update, bulk freeze (all matching); send message/password/template email (current page); rollbacks; Write to Excel.
- dashboard.md › Customer, subscription and service metrics: Definitions and limits of customer, subscription and service metrics: active customers, subscriptions, cancellation reasons, monthly services, technician ratings, completion %, stops per route, AutoPay %, average rates, contract values, customer age, subscription sources.
- dashboard.md › Financial metrics: Financial metrics: collections %, receivables aging, payment types, frozen with stored account, recurring billing, debit balance, revenue by service/month, recurring annual revenue, with their bases and limits.
- dashboard.md › Measurement metrics: area and length have separate units: Measurement metrics in square and linear feet (subscribed vs completed, with add-ons and inactive), including the LF help's SF wording error.
- domain-model.md › Customers, properties and people: Core concepts: Customer Card and checkout, service vs billing address, Default Bill To payer, linked properties, merge, unit/structure modes, additional vs business contacts, staff roles; plus the purpose of each of the 12 Customer Card tabs.
- domain-model.md › What is sold, what is due, what is visited: Sold vs due vs visited: service type, subscription, service plan/rounds, bundles, add-ons, appointment/reservice, invoice vs production value, contract value scopes.
- domain-model.md › Money, communication and administration: Money, communication and admin concepts: AR/credits/prepayments, AutoPay, convenience payments, disbursements, FieldRoutes' own usage billing (hub), contract/form templates, trigger rules, access control profiles (users/permissions, no separate block), source/flag/reason/status; Marketing Pro and SalesRoutes not enabled.
- evidence-quality.md › Corrections verified: Corrections table: which later captures supersede loading/clipped ones (form selector 451, maps 522-526, billing/report reloads, aging 537-538, settings recaptures 540-547, communication details, customer filters, subscription billing, Job Pool 556, Recommended Routes 557, reinstatement 558, invoice 443).
- evidence-quality.md › Final edge pass 556–558: Edge pass 556-558: Job Pool right columns (34 rows), Recommended Routes empty dialog, Days Frozen slider 7-30.
- global-controls.md › Alerts: Alerts queue filters, statuses and columns; 213 unread rows, many agreement sent/signed events.
- report.md › Start with the conclusions: Headline distinctions: customer/subscription/appointment/invoice/payment are separate records; service vs invoice frequency; Service Type vs Plan vs Bundle, skip vs opt-out; linked properties keep own balances; revenue vs production vs contract value; checkout and Transfer; configuration is not outcome.
- reporting/controls.md › 062-report-forecast — Forecast Report: Observed controls for Forecast Report (062): Projects upcoming services and revenue from existing subscriptions up to a chosen 'Forecast To' date.
- reporting/controls.md › 065-report-audit — Audit: Audit report controls: date range, Refresh, CSV and the 19 data-quality check tabs with their counts, plus the stated purpose (common data-entry mistakes).
- reporting/controls.md › 066-report-average-contract-rates — Average Contract Rates: Observed controls for Average Contract Rates (066): Shows average contract (subscription) prices for a date range, with Refresh and Export to CSV.
- reporting/controls.md › 068-report-billing-service-type — Billing by Service Type: Observed controls for Billing by Service Type (068): Summarises what was invoiced (and how much of it has been collected) for a date, grouped by service type by default with up to two sub-groups; grouping choices include billing frequency, city, county and tax codes, customer source, division, GL account, invoice date/month/type, line item, office, PO number, region, sales rep, service bundle or category, technician and zip.
- reporting/controls.md › 069-report-cancellation — Cancellation: Observed controls for Cancellation report (069): Lists customers who cancelled or are pending cancellation in a date range (maximum six months per run).
- reporting/controls.md › 070-report-cancellation-reinstatement — Cancellation Reinstatement: Observed controls for Cancellation Reinstatement (070): Lists cancelled or frozen customers who were later reinstated.
- reporting/controls.md › 071-report-cancellation-subscription — Cancellation Subscription: Observed controls for Cancellation Subscription (071): Lists cancelled subscriptions (as opposed to whole customer accounts) for a date range.
- reporting/controls.md › 078-report-expiring-paid-in-full — Expiring Paid In Full: Observed controls for Expiring Paid In Full (078): Lists customers flagged as having paid a year in full whose prepaid period is running out, so the office can follow up.
- reporting/controls.md › 084-report-line-items — Line Items: Observed controls for Line Items (084): Itemises every charge on invoices (tickets) for a date range, with an option to show add-on codes.
- reporting/controls.md › 085-report-monthly-services — Monthly Services: Observed controls for Monthly Services (085): Meant to summarise completed, scheduled, unscheduled and overdue services.
- reporting/controls.md › 091-report-renewals — Renewals: Observed controls for Renewals (091): Lists subscriptions due for renewal.
- reporting/controls.md › 092-report-retention — Retention Report: Observed controls for Retention Report (092): Measures how long customers stay.
- reporting/controls.md › 097-report-service-plan-omitted — Service Plan Omitted Services: Observed controls for Service Plan Omitted Services (097): Lists services inside a service plan that were skipped or opted out of.
- reporting/controls.md › 099-report-tech-cancels — Tech Cancels: Observed controls for Tech Cancels (099): Ties customer cancellations to the technician who serviced them.
- reporting/controls.md › 103-report-unpaid-initial — Unpaid Initial: Observed controls for Unpaid Initial (103): Lists initial (first) services that have not been paid, for a start/end date range, with Refresh and Export to CSV.
- reporting/controls.md › 121-reporting-form-lookup — Form Lookup: Observed controls for Form Lookup (121): Searches filled-in forms (NPMA termite/WDO forms).
- reporting/controls.md › 461-audit-subscription-frequency — Audit: Active Subscriptions with no frequency set: Observed controls for Audit check: Active subscriptions with no frequency set (461): One of the 19 data-quality checks in the Audit report, selected on its own: it lists subscriptions that have no service frequency.
- reporting/controls.md › 462-audit-overdue-subscriptions — Audit: Active Subscriptions with due dates more than 5 months ago: Observed controls for Audit check: Active subscriptions due more than 5 months ago (462): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active subscriptions whose next due date is more than five months in the past.
- reporting/controls.md › 463-audit-monthly-billing — Audit: Past Due Monthly Billing: Observed controls for Audit check: Past due monthly billing (463): One of the 19 data-quality checks in the Audit report, selected on its own: it lists monthly-billed subscriptions whose billing is past due (help text says this can follow an old date or another error).
- reporting/controls.md › 464-audit-subscriptions-without-initial — Audit: Active Subscriptions without an Initial: Observed controls for Audit check: Active subscriptions without an initial (464): One of the 19 Audit data-quality checks: active subscriptions with no initial (first) service.
- reporting/controls.md › 465-audit-reservice-subscription — Audit: Re-Services counting towards a subscription: Observed controls for Audit check: Re-services counting towards a subscription (465): One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that are counted as regular subscription services.
- reporting/controls.md › 466-audit-service-without-subscription — Audit: Regular Services without Subscription: Observed controls for Audit check: Regular services without subscription (466): One of the 19 data-quality checks in the Audit report, selected on its own: it lists regular services not attached to a subscription.
- reporting/controls.md › 467-audit-reservice-charge — Audit: Re-Services having a charge: Observed controls for Audit check: Re-services having a charge (467): One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that carry a charge (re-services are normally free).
- reporting/controls.md › 469-audit-missing-documents — Audit: Active Customers without a document: Observed controls for Audit check: Active customers without a document (469): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no document (such as a signed agreement) on file.
- reporting/controls.md › 475-audit-multiple-subscriptions — Audit: Customers with multiple subscriptions: Observed controls for Audit check: Customers with multiple subscriptions (475): One of the 19 Audit data-quality checks: customers who have more than one subscription.
- reporting/controls.md › 484-monthly-services-revisited — Monthly Services rendered summary: Observed controls for Monthly Services (484): A monthly workload summary: cards for completed, scheduled, unscheduled, overdue and total services, plus a collapsed per-office row.
- reporting/controls.md › 485-monthly-services-advanced — Monthly Services expanded criteria: Observed controls for Monthly Services, advanced filters (485): Monthly Services with Advanced Filters open.
- reporting/controls.md › 486: Forecast table-mode attempt: Forecast table mode (486): same filters, only Total Services/Total Revenue Summary headings, no values.
- reporting/controls.md › 558: Cancellation Reinstatement visible slider: Cancellation Reinstatement edge capture (558): full Days Frozen slider 7 to 30 visible; blank result body.
- reporting/findings.md › What is directly observed: Per-capture table of every Reporting page (six categories, 44 Office reports, Inventory, Locations, Technician/Office Stats, Form Lookup) with visible controls and what is unverified; notes which blanks were later resolved.
- reporting/findings.md › Audit panel review: captures 065 and 461–478: All 19 Audit data-quality panels with counts and columns (42 subscriptions without initial, 4 bad geocodes, 8 multiple subscriptions); counts are potential errors, date filter semantics unverified.
- reporting/findings.md › Device Exceptions and Monthly Services: recaptures 483–485: Device Exceptions 483 (exception types, groupings, scan columns) and Monthly Services 484-485 (summary cards and separate date windows per category) now render.
- reporting/findings.md › Later Reporting states: 486–503: Later states 486-503: Forecast table headings only, Billing chart, WDO options/document view, Customer Restore rows, Frozen blank, Technician/Office Stats cards and tables, Distribute Inventory, four State Chemical formats with limits.
- reporting/findings.md › Facts that change interpretation: Interpretation facts: how Average Contract Rates, Time On Site, Audit, AR Oversight, Billing/Line Items, Retention, Commission, Sales Tax, Inventory, State Chemical, Technician Stats, Locations and Form Lookup define their numbers.
- reporting/findings.md › Cancellation Reinstatement edge capture 558: Cancellation Reinstatement 558 shows the full Days Frozen slider (7 to 30); body blank, nothing tested.
- routing/controls.md › Shared due-work and advanced filters: Shared due-work filters with options: special requests, pre-planned, one-time, due/follow-up dates, potential customers, pending cancels, balance, geography, service types, bundles, plans, wait-after, add-ons, flags, preferred tech/day, region, measurement, category, skills.
- routing/controls.md › Service Plan Management (033): Service Plan Management controls: plan rounds, cycles, close cycles and skip rounds, columns; empty result.
- routing/findings.md › Evidence states and corrections: Evidence state per surface, and which later captures supersede early incomplete ones.
- routing/findings.md › Due work, recommendations and service-plan rounds: Job Pool due work and lifecycle rules from the manual, Recommended Routes criteria, and Service Plan Management rounds/cycles.
- sources/manual-verification.md › Prioritized handoff queue: Prioritised queue of 20 indexed manuals (customer card, properties, subscriptions, billing tab, Job Pool, Fill Routes, Intelligent Routing, Service Plan report, convenience payments, disbursements, trigger rules, access profiles, 2FA, technician stats, portal, contracts vs forms) with official URLs.
- sources/official-manual-findings.md › Adding a Service Type Subscription: Service Type subscription manual: one-off or recurring, editable defaults, scheduling separate from invoicing/payer, multi-unit quotas, Bundle wording vs editor.
- sources/official-manual-findings.md › Adding a Service Plan Subscription: Service Plan subscription manual: ordered rounds, late-enrolment auto-skip, opt-out vs seasonal skip, wait-after in Job Pool, separate billing schedule, plan-end balance.
- sources/official-manual-findings.md › Convenience Payments: Overview: Convenience Payments manual: advance AutoPay funding; conflicts with Renewal Billing and consolidated invoices; catch-up charges; payer change needs plan removal.
- sources/official-manual-findings.md › Trigger Rules: Trigger Rules manual: backdated AR fees, overnight reminders, blank filters mean all, Subscription Hold, silent webhook JSON failure, conflicting freeze wording.
- sources/official-manual-findings.md › Contracts vs Forms: Contracts vs Forms manual: forms lose auto service/pricing fields, signature reuse vs inline signatures, mobile image upload for Forms.
- sources/official-source-checks.md › Corroborated business meaning: Public-source corroboration table: customer card, Conditions, Equipment as site devices, Properties, Service Type vs Plan, prospect/lead/customer, grouping/optimise/assign, Fill Routes, Job Pool map, AutoPay, Convenience Payments, Forecast and cancellation reports, payments, disbursements, AR Oversight, prepayments/bundles, condition codes and appointment notes.
- sources/official-source-checks.md › Direct manuals for the observed account surfaces: Indexed manual links per account surface (customer card tabs, subscriptions, billing, notes/communication, documents, appointments, invoices, properties, conditions, equipment, admin tab, Job Pool, routes, plans, AutoPay, credits/collections, batches, convenience payments, stored cards, disbursements); indexed only, not read.
- sources/official-source-checks.md › Important unresolved distinctions: Unresolved: customer-record checkout has no public explanation and is not appointment check-out; Service Type vs Plan details; payment authorise/settle/refund/void are separate.
- sources/official-source-checks.md › Developer reference caveat: Developer API reference: customer, service type, subscription, appointment, payment entities; scheduling vs billing frequency; page only partly loaded.