Chemical use and state reporting: FieldRoutes: Research Workbench v8

FieldRoutes calls it: Product, Concentrated, Measurement Type

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 this block has three parts. First, a product catalog of the chemicals and other treatment products a company uses, with units, dilution and regulatory metadata. Second, a set of Inventory pages under Reporting that track and hand out stock. Third, state pesticide-use reports built from recorded applications. Small dictionaries support it: application methods, target areas and target issues, spray rigs and vendors. The research has 33 screenshots for this block (23 placed here and 10 from other blocks). They cover the Admin setup pages, all seven Inventory pages and all four State Chemical report formats. The product catalog is populated (39 products, most with an active-ingredient label); everything else is configuration or empty report states. No product was saved, no stock was moved, and no application was recorded or reported.

In short

Products is a treatment catalog with rich metadata: EPA number, manufacturer, three kinds of unit (concentrated, diluted, inventory), dilution and mix ratio, SDS and label links, application method and rate, Chemical or Non-Chemical type, target areas and issues, a Sentricon bait flag, "Available To WDO" and a California pest-control use code (Observed, 172-settings-product-form).
Inventory is an operating tool that sits under Reporting, not only an analytics view. Manage Inventory and Distribute Inventory both have an Update Inventory button that changes stock (Observed, not executed, 106-reporting-inventory, 499-distribute-inventory-revisited).
Stock moves under five change types: New, Returned, Correction, Used and Distributed. Stock goes from the office to employees through Distribute Inventory (Observed, 109-inventory-changes).
State Chemical Reports offers Standard, California, New York and Ohio formats. California school and day-care reporting has its own page (Observed, 111-inventory-state-chemical, 112-inventory-california-school).
The state formats rendered, but none produced a valid filing. California rendered for one county with zero applications. New York and Ohio stopped on an invalid office license warning (Observed, 501-state-chemical-california, 502-state-chemical-new-york, 503-state-chemical-ohio).
Service Types tie products to services. Allowed Products limits which products a service may use (blank means all). A separate setting can hide products used from the customer (Observed, 135-settings-service-type-form).
Stored regulatory fields are metadata only. They do not prove compliant reporting, safe use or label accuracy (research caution, repeated across the dump).

Each 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.

106Manage Inventory
Shows stock of products (mostly pesticides and baits) and lets the office adjust it.
Full description
**Where:** Reporting > Inventory > Manage Inventory
**Captured:** 2026-11-02 15:46 UTC · **Quality:** clear
Shows stock of products (mostly pesticides and baits) and lets the office adjust it. The Inventory menu has seven pages: Manage Inventory, Distribute Inventory, Chemical Tracking Report, Inventory Changes Report, Employee Usage Report, State Chemical Reports and California School & Day Care Report. Filters: in inventory (with, without, all), visibility (visible, hidden, all) and products; buttons Generate Report and Update Inventory. Grid columns: name, manufacturer, vendor, in stock, inventory change, reason, notes, value, unit value and updated amount. The grid is empty and Update Inventory was not used.
**Raw UI text:** 106-reporting-inventory-ax.txt · 106-reporting-inventory-meta.json · 106-reporting-inventory.txt
**Also matters for:** Reporting and analytics
Open the full-size screenshot

107Distribute Inventory partial
Hands out product stock from the office to employees (for example onto a technician's truck).
Full description
**Where:** Reporting > Inventory > Distribute Inventory
**Captured:** 2026-11-02 15:46 UTC · **Quality:** partial
Hands out product stock from the office to employees (for example onto a technician's truck). It has the same product filters, Generate Report and Update Inventory, and a grid with name, in stock, distribution amount and a 'Distributed To' employee picker. The grid is empty and nothing was distributed; see 499 for a fuller recapture.
**Raw UI text:** 107-inventory-distribute-ax.txt · 107-inventory-distribute-meta.json · 107-inventory-distribute.txt
**Also matters for:** Technicians and licenses, Reporting and analytics
Open the full-size screenshot

108Chemical Tracking Report
Tracks product stock movement and value over a date range.
Full description
**Where:** Reporting > Inventory > Chemical Tracking Report
**Captured:** 2026-11-02 15:46 UTC · **Quality:** clear
Tracks product stock movement and value over a date range. Filters: in inventory, visibility, manufacturers, vendors, products and type (chemicals or non-chemicals). Columns: starting quantity and value, increase, decrease, correction, current quantity and value, and unit value, with a totals row. It has Generate Report and Export to Excel; all values are zero.
**Raw UI text:** 108-inventory-chemical-tracking-ax.txt · 108-inventory-chemical-tracking-meta.json · 108-inventory-chemical-tracking.txt
**Also matters for:** Reporting and analytics
Open the full-size screenshot

109Inventory Changes Report
Lists stock changes over a date range, grouped by day, week or month and sub-grouped by none, employee or vendor.
Full description
**Where:** Reporting > Inventory > Inventory Changes Report
**Captured:** 2026-11-02 15:46 UTC · **Quality:** clear
Lists stock changes over a date range, grouped by day, week or month and sub-grouped by none, employee or vendor. Filters: vendors, change type (new, returned, correction, used, distributed), products and employees. Help text says the employee sub-group always shows returned and distributed stock, and the vendor sub-group only new stock. It has Generate Report and Export to Excel; no results are shown.
**Raw UI text:** 109-inventory-changes-ax.txt · 109-inventory-changes-meta.json · 109-inventory-changes.txt
**Also matters for:** Technicians and licenses, Reporting and analytics
Open the full-size screenshot

110Employee Usage Report
Shows how much product each employee received and applied.
Full description
**Where:** Reporting > Inventory > Employee Usage Report
**Captured:** 2026-11-02 15:46 UTC · **Quality:** clear
Shows how much product each employee received and applied. Filters: date range, visibility, include zero-amount applications, employees, customer IDs (comma separated), manufacturers, products, states, divisions and customer flags. Columns: distributed quantity and value, used quantity and value, number of applications, and amount and value on truck, with totals. It has Generate Report and Export to Excel; the table is empty.
**Raw UI text:** 110-inventory-employee-usage-ax.txt · 110-inventory-employee-usage-meta.json · 110-inventory-employee-usage.txt
**Also matters for:** Technicians and licenses, Reporting and analytics
Open the full-size screenshot

111State Chemical Reports
Produces pesticide-use reports for state regulators.
Full description
**Where:** Reporting > Inventory > State Chemical Reports
**Captured:** 2026-11-02 15:46 UTC · **Quality:** clear
Produces pesticide-use reports for state regulators. A State picker offers Standard, California, New York and Ohio formats; filters are date range, zero-amount applications, employees, customer IDs, manufacturers, products, states, divisions, flags, license numbers, counties and chemical type. It has Generate Report, Export to Excel and Print Report, and shows a 'Monthly Summary Pesticide Use Report' heading with no data. Captures 500-503 show each state format.
**Raw UI text:** 111-inventory-state-chemical-ax.txt · 111-inventory-state-chemical-meta.json · 111-inventory-state-chemical.txt
**Also matters for:** Reporting and analytics
Open the full-size screenshot

112California School & Day Care Report
A separate California report of pesticide applications at schools and day-care sites.
Full description
**Where:** Reporting > Inventory > California School & Day Care Report
**Captured:** 2026-11-02 15:46 UTC · **Quality:** clear
A separate California report of pesticide applications at schools and day-care sites. Filters are like State Chemical Reports (date, zero-amount applications, employees, customer IDs, manufacturers, products, divisions, flags, license numbers, counties, type). The 'School Report' table lists name, address, sub-property type, county, date, location, manufacturer, chemical name, EPA number, amount and pest control code. It has Generate Report and Export to PDF; the table is empty.
**Raw UI text:** 112-inventory-california-school-ax.txt · 112-inventory-california-school-meta.json · 112-inventory-california-school.txt
**Also matters for:** Reporting and analytics
Open the full-size screenshot

146Application Methods list
Catalog of treatment application techniques (equipment-type methods and application patterns) with visibility, office-scope and System filters and…
Full description
**Where:** Admin > Preferences > Service Related > Application Methods
**Captured:** 2026-11-02 16:01 UTC · **Quality:** clear
Catalog of treatment application techniques (equipment-type methods and application patterns) with visibility, office-scope and System filters and search. Used to describe how a product is applied.
**Raw UI text:** 146-settings-application-methods-ax.txt · 146-settings-application-methods-meta.json · 146-settings-application-methods.txt
Open the full-size screenshot

147New Application Method form
Inline form with required name, office scope and visible/hidden, plus save and cancel.
Full description
**Where:** Admin > Preferences > Service Related > Application Methods > + Application Method
**Captured:** 2026-11-02 16:01 UTC · **Quality:** clear
Inline form with required name, office scope and visible/hidden, plus save and cancel. Not saved.
**Raw UI text:** 147-settings-application-method-form-ax.txt · 147-settings-application-method-form-meta.json · 147-settings-application-method-form.txt
Open the full-size screenshot

171Products list
Catalog of treatment products and chemicals with scope and visibility filters, search, Merge Products and a Dilution Rate Calculator button.
Full description
**Where:** Admin > Preferences > Service Related > Products
**Captured:** 2026-11-02 16:06 UTC · **Quality:** clear
Catalog of treatment products and chemicals with scope and visibility filters, search, Merge Products and a Dilution Rate Calculator button. Merge was not run.
**Raw UI text:** 171-settings-products-ax.txt · 171-settings-products-meta.json · 171-settings-products.txt
Open the full-size screenshot

172New Product form
Form for a product: name and label, EPA number, manufacturer, concentrated/diluted/inventory units, measurement type, default dilution and active…
Full description
**Where:** Admin > Preferences > Service Related > Products > + Product
**Captured:** 2026-11-02 16:06 UTC · **Quality:** clear
Form for a product: name and label, EPA number, manufacturer, concentrated/diluted/inventory units, measurement type, default dilution and active percentage, SDS and label links, Sentricon bait flag, mix ratio, application method and rate, chemical or non-chemical, target areas and issues, 'available to WDO', California pest-control use code and active ingredients. Not saved; stored fields do not prove compliant reporting.
**Raw UI text:** 172-settings-product-form-ax.txt · 172-settings-product-form-meta.json · 172-settings-product-form.txt
**Also matters for:** Termite and WDO, Inspection reports and audits
Open the full-size screenshot

173Product onboarding step dialog
On the Products page a step dialog titled 'Adding a new product || Step 1' asks 'Would you like help adding a new product?' with Yes, No and Close.
Full description
**Where:** Admin > Preferences > Service Related > Products
**Captured:** 2026-11-02 16:06 UTC · **Quality:** clear
On the Products page a step dialog titled 'Adding a new product || Step 1' asks 'Would you like help adding a new product?' with Yes, No and Close. The populated product list shows behind it. This is not the separate 'Need help adding Products?' banner seen on other Service Related pages. Nothing was chosen; dismissing creates nothing.
**Raw UI text:** 173-product-onboarding-help-ax.txt · 173-product-onboarding-help-meta.json · 173-product-onboarding-help.txt
Open the full-size screenshot

174Dilution Rate Calculator superseded-by-545
Calculator dialog with two quantities and unit selectors that shows a dilution percentage.
Full description
**Where:** Admin > Preferences > Service Related > Products > Dilution Rate Calculator
**Captured:** 2026-11-02 16:06 UTC · **Quality:** superseded-by-545
Calculator dialog with two quantities and unit selectors that shows a dilution percentage. Values were left untouched. The result line is cut off; capture 545 is the later view, also partly clipped.
**Raw UI text:** 174-product-dilution-calculator-ax.txt · 174-product-dilution-calculator-meta.json · 174-product-dilution-calculator.txt
Open the full-size screenshot

194Spray Rigs list
Spray Rigs list (application equipment) with Visibility filter, search and + Spray Rig; columns Description, License Number, Visibility.
Full description
**Where:** Admin > Preferences > Mobile > Spray Rigs
**Captured:** 2026-11-02 16:10 UTC · **Quality:** clear
Spray Rigs list (application equipment) with Visibility filter, search and + Spray Rig; columns Description, License Number, Visibility. The list is empty.
**Raw UI text:** 194-mobile-spray-rigs-ax.txt · 194-mobile-spray-rigs-meta.json · 194-mobile-spray-rigs.txt
**Also matters for:** Technicians and licenses
Open the full-size screenshot

195New Spray Rig form
Form with required rig description, required license number and visibility.
Full description
**Where:** Admin > Preferences > Mobile > Spray Rigs > + Spray Rig
**Captured:** 2026-11-02 16:10 UTC · **Quality:** clear
Form with required rig description, required license number and visibility. Not saved; no assignment to technician or vehicle is shown.
**Raw UI text:** 195-mobile-spray-rig-form-ax.txt · 195-mobile-spray-rig-form-meta.json · 195-mobile-spray-rig-form.txt
Open the full-size screenshot

253Vendors list
Vendors list with Global and Visibility filters, search and + Vendor; columns Description, Global, Visibility.
Full description
**Where:** Admin > Preferences > Office Settings > Vendors
**Captured:** 2026-11-02 16:20 UTC · **Quality:** clear
Vendors list with Global and Visibility filters, search and + Vendor; columns Description, Global, Visibility. The list is empty. The screen does not show what uses it; no supplier contact or purchasing fields.
**Raw UI text:** 253-vendors-ax.txt · 253-vendors-meta.json · 253-vendors.txt
**Also matters for:** Invoicing and billing terms
Open the full-size screenshot

254New Vendor form
Form with required vendor description, scope and visibility only.
Full description
**Where:** Admin > Preferences > Office Settings > Vendors > + Vendor
**Captured:** 2026-11-02 16:20 UTC · **Quality:** clear
Form with required vendor description, scope and visibility only. Not saved.
**Raw UI text:** 254-vendor-editor-ax.txt · 254-vendor-editor-meta.json · 254-vendor-editor.txt
Open the full-size screenshot

500State Chemical Reports, Standard format partial
State Chemical Reports with the Standard format selected.
Full description
**Where:** Reporting > Inventory > State Chemical Reports > State: Standard
**Captured:** 2026-11-02 20:47 UTC · **Quality:** partial
State Chemical Reports with the Standard format selected. Shared filters: date range, include zero-amount applications, employees, customer IDs, manufacturers, products, states, divisions, flags, license numbers, counties and chemical type. Buttons: Generate Report, Export to Excel and Print Report. Only the 'Monthly Summary Pesticide Use Report' heading shows, with no data.
**Raw UI text:** 500-state-chemical-templates-ax.txt · 500-state-chemical-templates-meta.json · 500-state-chemical-templates.txt
**Also matters for:** Reporting and analytics
Open the full-size screenshot

501State Chemical Reports, California format
The California format, filtered to one county so the whole form fits.
Full description
**Where:** Reporting > Inventory > State Chemical Reports > State: California
**Captured:** 2026-11-02 20:50 UTC · **Quality:** clear
The California format, filtered to one county so the whole form fits. It renders the state's monthly summary pesticide use form (operator ID, license number, county, month/year, and per product the manufacturer, EPA/California registration number, total used, number of applications, site treated and acres/units). Total applications is 0. Nothing was printed, exported or filed.
**Raw UI text:** 501-state-chemical-california-ax.txt · 501-state-chemical-california-meta.json · 501-state-chemical-california.txt
**Also matters for:** Reporting and analytics
Open the full-size screenshot

502State Chemical Reports, New York format partial
The New York format, which adds an 'Export to PRL' button next to Export to Excel and Print Report.
Full description
**Where:** Reporting > Inventory > State Chemical Reports > State: New York
**Captured:** 2026-11-02 20:50 UTC · **Quality:** partial
The New York format, which adds an 'Export to PRL' button next to Export to Excel and Print Report. A warning says the office license number is invalid and must be a 5-digit number, so no valid report is produced. The license was not changed and nothing was exported.
**Raw UI text:** 502-state-chemical-new-york-ax.txt · 502-state-chemical-new-york-meta.json · 502-state-chemical-new-york.txt
**Also matters for:** Reporting and analytics
Open the full-size screenshot

503State Chemical Reports, Ohio format partial
The Ohio format, titled 'Summary Chemical Usage Report', with page size and page-number controls.
Full description
**Where:** Reporting > Inventory > State Chemical Reports > State: Ohio
**Captured:** 2026-11-02 20:50 UTC · **Quality:** partial
The Ohio format, titled 'Summary Chemical Usage Report', with page size and page-number controls. It shows the same invalid office license warning as New York and an empty table (the counter reads '1 to 0 of 0'). Nothing was exported or filed.
**Raw UI text:** 503-state-chemical-ohio-ax.txt · 503-state-chemical-ohio-meta.json · 503-state-chemical-ohio.txt
**Also matters for:** Reporting and analytics
Open the full-size screenshot

545Product Dilution Rate Calculator (recapture) partial
Calculator for a product mix ratio: two quantities (1.00 and 1.00), two unit selectors spanning volume, weight, unit and length, and a percentage…
Full description
**Where:** Admin > Preferences > Service Related > Products > Dilution Rate Calculator
**Captured:** 2026-11-02 21:28 UTC · **Quality:** partial
Calculator for a product mix ratio: two quantities (1.00 and 1.00), two unit selectors spanning volume, weight, unit and length, and a percentage result. The text records 100.00%, but the dialog footer cuts off the result line in the image. It was closed unchanged; conversion accuracy was not tested.
**Extra views:**
545-dilution-calculator-clear-detail.jpg: viewport view; result line still clipped
**Raw UI text:** 545-dilution-calculator-clear-ax.txt · 545-dilution-calculator-clear-meta.json · 545-dilution-calculator-clear.txt
Open the full-size screenshot

Their words for this block 21

Product: A catalog entry for a treatment material, either Chemical or Non-Chemical, with units, dilution and regulatory metadata Observed 172-settings-product-form

Concentrated / Diluted / Inventory Unit: The unit of the product as bought, as mixed and as counted in stock. Options span volume, weight, count and length Observed 172-settings-product-form

Measurement Type: The unit class: Volume, Weight, Unit or Length. It was disabled in the new-product form Observed 172-settings-product-form

Default Dilution / Active Percentage / Mix Ratio: Stored concentration and mixture settings. They are not safe-use advice Observed 172-settings-product-form

Dilution Rate Calculator: A helper on the Products page. You enter two quantities with units and it shows a percentage Observed 545-dilution-calculator-clear

Application Method: How a product is applied. The catalog has equipment-like methods and application patterns. It is not a list of physical devices Observed 146-settings-application-methods

Application Rate: Rate metadata stored on the product Observed 172-settings-product-form

Target Area / Target Issue: Where a treatment is applied (a room, an exterior spot, a device site) and which pest or problem it treats. A Target Area is not a routing territory (false friend) Observed 542-target-area-editor-clear, 543-target-issues-clear

Is Sentricon Bait: Marks a product as Sentricon bait. The integration behavior is unknown Observed 172-settings-product-form

Available To WDO: A flag that makes a product available to WDO (termite) work. The research does not expand the acronym or the workflow on this form; see Termite and WDO Observed 172-settings-product-form

CA Pest Control Code: California use classification: structural, landscape, right-of-way, public health, vertebrate, fumigation and regulatory Observed 172-settings-product-form

Spray Rig: A named piece of application equipment with a required license number. The editor shows no vehicle, GPS or technician link, so nothing shows it is a vehicle record; the list was empty Observed 195-mobile-spray-rig-form

Vendor: A plain label list (description, scope, visibility) with no supplier contact or purchasing fields; the list was empty. Inventory reports have a Vendors filter (only "No Vendor Assigned" offered) and a Vendor sub-group; that these use this list is likely but unverified Observed 253-vendors, 254-vendor-editor, 108-inventory-chemical-tracking; link unverified

Update Inventory: The button that changes stock on Manage Inventory and Distribute Inventory Observed, not executed 106-reporting-inventory

Distributed To: The employee who receives distributed stock. The picker groups employees as office, tech or sales Observed 499-distribute-inventory-revisited

Change Type: New / Returned / Correction / Used / Distributed: The movement types of stock Observed 109-inventory-changes

On truck: The stock amount and value an employee holds, shown in the Employee Usage Report Observed 110-inventory-employee-usage

State Chemical Reports: Pesticide-use reports in a state format: Standard, California, New York or Ohio. The Standard and California heading is "Monthly Summary Pesticide Use Report"; Ohio's is "Summary Chemical Usage Report" Observed 500-state-chemical-templates–503-state-chemical-ohio

Include Applications of Amount 0: Decides whether zero-amount applications are counted in usage and state reports. Default is No Observed 111-inventory-state-chemical

Export to PRL: An extra export button on the New York format only Observed 502-state-chemical-new-york

Physical Location (office): The UI says this is "the physical location where your chemicals and materials are located". It is also the default start and end point for route optimization Observed 200-office-invoice-address-editor

Where it lives in FieldRoutes

Menus, pages and settings where this block appears 8 menu paths

Admin > Preferences > Service Related, the menu that holds Application Methods, Products, Target Areas and Target Issues (129-preferences-service-menu)
Admin > Preferences > Service Related > Products (171-settings-products); + Product (172-settings-product-form); the onboarding help prompt (173-product-onboarding-help); the Dilution Rate Calculator (174-product-dilution-calculator, clearer recapture 545-dilution-calculator-clear)
Admin > Preferences > Service Related > Application Methods (146-settings-application-methods); + Application Method (147-settings-application-method-form)
Admin > Preferences > Service Related > Target Areas (177-settings-target-areas, editor 178-settings-target-area-form / 542-target-area-editor-clear) and Target Issues (179-settings-target-issues / 543-target-issues-clear, editor 180-settings-target-issue-form / 544-target-issue-editor-clear). These pages are described in full on Inspection reports and audits.
Admin > Preferences > Mobile > Spray Rigs (194-mobile-spray-rigs); + Spray Rig (195-mobile-spray-rig-form)
Admin > Preferences > Office Settings > Vendors (253-vendors); + Vendor (254-vendor-editor)
Reporting > Inventory, which has seven pages:
- Manage Inventory (106-reporting-inventory)
- Distribute Inventory (107-inventory-distribute, fuller recapture 499-distribute-inventory-revisited)
- Chemical Tracking Report (108-inventory-chemical-tracking)
- Inventory Changes Report (109-inventory-changes)
- Employee Usage Report (110-inventory-employee-usage)
- State Chemical Reports (111-inventory-state-chemical), with each state selected: Standard (500-state-chemical-templates), California (501-state-chemical-california), New York (502-state-chemical-new-york) and Ohio (503-state-chemical-ohio)
- California School & Day Care Report (112-inventory-california-school)
Related elsewhere:
- the Service Type editor's product settings (135-settings-service-type-form, 540-service-type-editor-clear)
- Office Info > Physical Location (200-office-invoice-address-editor)
- Mobile Service defaults (183-mobile-service-default-editor)
- the Service Notification Notes / Caution Statements text (302-communication-section-21-editor)

Connections to other blocks

Chemical use feeds Reporting and analytics. The Inventory pages sit under Reporting, but the Update Inventory buttons make them operational (Observed, 106-reporting-inventory).
Chemical use hands stock to Technicians and licenses. Distribute Inventory sends stock to employees, and Employee Usage reports, per product for the selected employees, what is on the truck and used (Observed, 499-distribute-inventory-revisited, 110-inventory-employee-usage).
Chemical use is limited by Service agreements and renewals. Service Types set Allowed Products and product suppression (Observed, 135-settings-service-type-form).
Chemical use can gate Work order completion through "Require Products to Complete Appt" on Mobile app (Observed setting, enforcement untested, 183-mobile-service-default-editor).
Chemical use shares the Target Area and Target Issue dictionaries with Inspection reports and audits and Devices and bait stations (Observed, 172-settings-product-form, 168-settings-equipment-type-form).
Chemical use marks products for Termite and WDO through "Available To WDO" (Observed, 172-settings-product-form).
Chemical use sets a default product for Devices and bait stations. An Equipment Type has a Default Sentricon Bait and a Products area (Observed, 168-settings-equipment-type-form).
Chemical use adds caution text to Customer messages and marketing service notifications (Observed, 302-communication-section-21-editor).
Chemical use sets the start point for Routing. The office Physical Location is both the chemical base and the default route start and end (Observed, 200-office-invoice-address-editor).

How FieldRoutes does it

Setting up products (observed as forms only, nothing saved).

An admin adds a product under Products.
The product gets an identity: name, label, EPA number and manufacturer.
It gets units, dilution, active percentage, mix ratio, application method and rate, and the Chemical or Non-Chemical type.
It is linked to target areas and target issues, plus the Sentricon, WDO and California code flags.
Active ingredients are added through an Add control. That child editor was not opened.

Two different help prompts appear. On the Products page a step dialog ("Adding a new product || Step 1") asks "Would you like help adding a new product?" with Yes, No and Close (173-product-onboarding-help). A separate "Need help adding Products?" banner with "Click 'Products' to get started!" appears on other Service Related pages such as Condition Types and Service Types. Neither was followed; dismissing creates nothing. Merge Products exists but was not run, so its rules and its effect on history are unknown. (admin findings)

Linking products to services (observed configuration).

Each Service Type has an Allowed Products list. The UI states that a blank selection allows all products.
Each Service Type has a "Suppress Products Used from Cust." Yes/No setting. Which customer outputs it changes is unverified.
The Service Types list has a per-row Product Template action. Its child editor was not opened. (135-settings-service-type-form, admin controls)

Field use (configuration observed, runtime untested).

Mobile Service defaults include "Require Products to Complete Appt", so a technician may need a product record before a visit can be completed (183-mobile-service-default-editor).
Spray Rigs define a rig and its license number. No assignment to a technician, vehicle or chemical use was observed.
The research did not test native mobile completion or inventory posting. (assessment)

Stock movement (observed screens, all empty, no update executed).

The office sees stock in Manage Inventory. The grid has name, manufacturer, vendor, in stock, inventory change, reason, notes, value, unit value and updated amount. The office adjusts stock with Update Inventory.
The office hands stock to employees in Distribute Inventory. It sets a distribution amount and a Distributed To employee, then uses Update Inventory.
Movement is recorded as New, Returned, Correction, Used or Distributed.
The Chemical Tracking Report shows movement and value over a period: starting quantity and value, increase, decrease, correction, current quantity and value, and unit value, with a totals row.
The Inventory Changes Report lists changes by day, week or month. Its help text says the Employee sub-group always shows Returned and Distributed, and the Vendor sub-group only shows New Inventory. These grouping scopes matter when you reconcile stock.
The Employee Usage Report (grid titled "Technician Usage Report") is filtered by employees and lists rows per product (Name, Manufacturer): distributed quantity and value, used quantity and value, number of applications, and amount and value on truck, with value totals. It was empty. (reporting findings)

State reporting (observed rendered states, no filing).

Choose a State format and a date range.
Narrow by employees, customer IDs, manufacturers, products, states, divisions, flags, license numbers, counties and type.
Generate the report, then Export to Excel or Print Report. New York adds Export to PRL.

What each format showed:

Standard rendered only its heading.
California rendered the state's monthly summary pesticide use form, filtered to one county. It has operator ID, license number, county, month and year, and per product the manufacturer, EPA or California registration number, total used, number of applications, site treated and acres or units. Total applications were 0.
New York and Ohio showed an "invalid office license number, must be 5 digits" warning. The license was not changed.
Ohio shows an empty table with page size (25/50/100/250/500) and page-number controls. Its counter reads "1 to 0 of 0"; treat this as empty paging, not one result.

The California School & Day Care Report is a separate page with Export To PDF. Its School Report table lists name, address, sub-property type, county, date, location, manufacturer, chemical name, EPA number, amount and pest control code. (reporting findings)

Settings and controls

All settings and controls seen 39 rows

**Products list (171-settings-products)**

Global and Visibility filters, Search
+ Product, edit on each row
Merge Products (not run)
Dilution Rate Calculator button
The catalog is populated: 39 products, all Available to all offices and Visible, most with an active-ingredient label (for example "Bifenthrin 7.9%"). The same list shows behind the dialogs in 172-settings-product-form, 173-product-onboarding-help and 545-dilution-calculator-clear.
The inventory report filters offer 37 products and 18 manufacturers plus "(No Manufacturer)" (Chemical Tracking, Employee Usage and State Chemical pages); the Vendors filter offers only "No Vendor Assigned" (108-inventory-chemical-tracking).

**Product editor (172-settings-product-form)**

Group	Controls
Identity	Product Name (required); product label; office scope; visibility; save / cancel
Regulatory metadata	EPA Number; Manufacturer; SDS Link; Label Link (links not opened or validated); CA Pest Control Code (structural, landscape, right-of-way, public health, vertebrate, fumigation, regulatory)
Units	Concentrated Unit; Diluted Unit; Inventory Unit (volume, weight, count, length); Measurement Type (Volume/Weight/Unit/Length, disabled in the new form)
Mixing	Default Dilution; Active Percentage; Mix Ratio quantities and unit selectors
Use	Application Method; Application Rate; Type: Chemical / Non-Chemical; Target Areas; Target Issues
Flags	Is Sentricon Bait: No/Yes; Available To WDO
Ingredients	Active ingredient Add (child editor not inspected)
Help	"Would you like help adding a new product?" step dialog: Yes / No / Close (173-product-onboarding-help)

**Dilution Rate Calculator (174-product-dilution-calculator, 545-dilution-calculator-clear)**

Two quantities (left untouched at 1.00 and 1.00) and two unit selectors spanning Volume, Weight, Unit and Length
A percentage result and Close / close icon
The saved text shows 100.00%, but the dialog footer cuts off the result line in both screenshots
No cross-dimension check (for example, weight against volume) was tested

**Application Methods (146-settings-application-methods, 147-settings-application-method-form)**

Filters: Global (all / office-specific / all offices), Visibility, System (All/Yes/No), Search
+ Application Method; edit on each row
Editor: required Name, office scope, Hidden/Visible, save / cancel
System is a list filter only. It is not an editable field in the new form.

Target Areas and Target Issues are product and equipment selectors here. Their full control lists are on Inspection reports and audits.

**Spray Rigs (194-mobile-spray-rigs, 195-mobile-spray-rig-form)**

List: Visibility, Search, + Spray Rig; columns Description, License Number, Visibility; no rows
Editor: Spray Rig Description (required), Spray Rig License Number (required), visibility, save / cancel

**Vendors (253-vendors, 254-vendor-editor)**

List: Global, Visibility, Search, + Vendor; columns Description, Global, Visibility; no rows
Editor: Vendor Description (required), scope, visibility, save / cancel

Inventory pages

Page	Filters	Actions and output
Manage Inventory 106-reporting-inventory	In Inventory (with / without / all products); Visibility (visible / hidden / all); Products	Generate Report; Update Inventory; searchable, sortable grid
Distribute Inventory 499-distribute-inventory-revisited	Same as Manage Inventory	Generate Report; Update Inventory; table Search; Name, Manufacturer, In Stock, Distribution Amount, Distributed To (office/tech/sales), Updated Amount
Chemical Tracking Report 108-inventory-chemical-tracking	Start/End Date; In Inventory; Visibility; Manufacturers; Vendors; Products; Type	Generate Report; Export to Excel; search
Inventory Changes Report 109-inventory-changes	Start/End Date; Sub Group None/Employee/Vendor (with help text); Date Group Day/Week/Month; Vendors; Change Type; Products; Employees	Generate Report; Export to Excel
Employee Usage Report 110-inventory-employee-usage	Start/End Date; Visibility; Include Applications of Amount 0; Employees; Customer IDs (comma separated); Manufacturers; Products; States; Divisions; Flags	Generate Report; Export to Excel; search
State Chemical Reports 111-inventory-state-chemical	State (Standard/California/New York/Ohio); Start/End Date; Include Applications of Amount 0 (No/Yes); Employees; Customer IDs; Manufacturers; Products; States; Divisions; Flags; License #s; Counties; Type (Chemicals/Non-Chemicals)	Generate Report; Export to Excel; Print Report; Export to PRL (New York only)
California School & Day Care Report 112-inventory-california-school	Date; Include Applications of Amount 0; Employees; Customer IDs; Manufacturers; Products; Divisions; Flags; License #s; Counties; Type	Generate Report; Export To PDF; search; page size

Settings in other blocks that shape chemical use

Setting	Where	What it does
Allowed Products	Service Type	Limits products for that service; blank allows all (135-settings-service-type-form)
Suppress Products Used from Cust.	Service Type	Controls customer-facing product-use information (135-settings-service-type-form)
Product Template	Service Types list	Per-row action; not opened
Require Products to Complete Appt	Mobile Service defaults	Requires a product record before a visit can be completed (183-mobile-service-default-editor)
Physical Location	Office Info	Where chemicals and materials are kept; default route start and end (200-office-invoice-address-editor)
Service Notification Notes / Caution Statements	Customer Communication	Rich-text caution text on service notifications and follow-up emails; existing wording is not proof of compliance (302-communication-section-21-editor)

What the research did not prove

No product, application method, spray rig or vendor was saved. Merge Products was not run.
The active-ingredient child editor was not opened. The SDS and label links were not opened or validated.
Stored EPA, label, dilution and California code fields are not proof of regulatory compliance, safe use, label accuracy or legal reporting.
Calculator: the result line is cut off in both screenshots (174, 545). Conversion accuracy and cross-dimension checks are unverified.
Every Inventory grid was empty or zero. No Update Inventory or distribution was run. The research did not show units or value reconciliation, or what happens when you select a product or a recipient.
No populated example exists for movement, distribution, application or zero-amount applications. No CSV, Excel, PDF, PRL or Print output was obtained.
State reports:
- Standard rendered a heading only.
- California covers one county with zero applications, not a statewide report.
- New York and Ohio are blocked by the license warning.
- No accepted filing, license validity or specialist acceptance was established.
Native mobile product recording and inventory posting were not tested. Spray rig assignment to a technician or vehicle was not seen.
Vendors: the list is empty, and whether the inventory Vendors filter reads from it is unverified. It has no procurement workflow.
Whether "Available To WDO" or the Sentricon flag drive any workflow is unknown.

Ideas for Our CRM

Agent proposals, not decisions

Proposal: keep the product catalog (regulatory metadata and units) separate from stock movements and from per-visit application records, as FieldRoutes does.
Proposal: model stock movement with explicit types (new, returned, correction, used, distributed) and an office-to-technician distribution step.
Proposal: treat state report formats as per-state templates that need valid license data, and have a business specialist validate each output before calling it compliant (assessment acceptance question).
Proposal: in acceptance tests, check application units and inventory reconciliation, required-product enforcement at completion, and offline recovery (assessment acceptance questions).
Proposal: decide early whether zero-amount applications count in usage and state reports, since FieldRoutes exposes this as a report switch.

Official FieldRoutes manuals

Screenshots kept in other blocks that also matter here 10

129-preferences-service-menu · Service Related menu (Service agreements and renewals): 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.
168-settings-equipment-type-form · New Equipment Type form (Devices and bait stations): Form for a device category: ID prefix, description, required to complete a visit, Active/Frozen, default Sentricon bait, barcode required, code, application method, target issues and a products area.
177-settings-target-areas · Target Areas list (Inspection reports and audits): Large catalog of treatment locations (rooms, exterior spots, device sites, property areas) with visibility, scope and System filters and search.
178-settings-target-area-form · New Target Area form (Inspection reports and audits): Inline form with required name, office scope and visibility.
179-settings-target-issues · Target Issues list (Inspection reports and audits): Catalog of pests and problems treated, with visibility, scope and System filters and search.
180-settings-target-issue-form · New Target Issue form (Inspection reports and audits): Form for a pest or problem: name, scope, visibility, uploaded image and educational fields (Threat, Family, Fact, About text, Fun Facts).
302-communication-section-21-editor · Customer Communication: Service Notification Notes / Caution Statements (group 21) (Customer messages and marketing): Communication settings editor for 'Service Notification Notes / Caution Statements', opened unchanged and cancelled.
542-target-area-editor-clear · Target Area editor (new, clear recapture) (Inspection reports and audits): Blank form to define a treatment area (a room, exterior spot or device site): required Name, office scope and visibility, with save/cancel.
543-target-issues-clear · Target Issues list (clear recapture) (Inspection reports and audits): Catalog of about 100 pests and problems that treatments address (for example ants, roaches, bed bugs, wildlife, lawn issues).
544-target-issue-editor-clear · Target Issue editor (new, clear recapture) (Inspection reports and audits): Blank form with required Name, scope and visibility, plus descriptive content: Uploaded Image / Choose File, Threat, Family, Fact, About 1, About 2, About Blurb, Fact Blurb and Fun Facts.

Research sections used for this page 35

The original research reports are kept unchanged in the archive. These are the sections that speak about this block:

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 › Application methods, reason dictionaries, and target dictionaries: Shared dictionaries: application methods (chemical), appointment cancel/no-show, reschedule and reservice reasons (scheduling), target areas and target issues with descriptive pest content (inspection).
admin/controls.md › Products and dilution calculator: Products catalog editor (EPA number, units, dilution, active %, SDS/label links, mix ratio, application method/rate, target areas/issues, WDO availability, CA pest control code, ingredients) and the dilution calculator.
admin/controls.md › Mobile Diagram Markers, Objections, Preset Notes, Spray Rigs: Mobile dictionaries: diagram markers and icons (tech name/license on diagram), sales objections, preset notes by property type and note type, and spray rigs with license numbers.
admin/controls.md › Office Info: Office Info: company/office names, contact, SMS number, email domain authentication, time zone, legal entity, authorized contacts, invoice address, physical location (chemical base and route start/end), territories, logo and map position.
admin/controls.md › Vendors and Task/Alert Categories: Vendors dictionary (consumer not established) and Task/Alert Categories for internal tasks and alerts.
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 › 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 › Application methods and appointment reason dictionaries: Application Methods catalog and separate appointment Cancel/No Show, Reschedule and Reservice reason dictionaries.
admin/findings.md › Products, skills, target areas, and target issues: Products catalog fields (EPA, units, dilution, SDS, WDO, CA use code), dilution calculator, Skills linked to services and scheduling, Target Areas and Target Issues taxonomies.
admin/findings.md › Remaining Mobile dictionaries: diagrams, objections, preset notes, spray rigs: Diagram Markers and icon library, sales Objections, Preset Notes by property/note type, and Spray Rigs with license numbers.
admin/findings.md › Vendors and Task/Alert Categories: Vendors (bare name dictionary, consumer unknown) and Task and Alert Categories.
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 › 6. Field execution, inspections and inventory: Field execution: condition templates (severity, responsible party, recommendation), equipment/barcodes/target areas, inventory and State Chemical formats, appointment checklists for mobile, mobile completion/scan gates, spray rigs, device exceptions.
coverage-gaps.md › Verified observations: Verified-observation table by area: app breadth, customer operations, search/reports, scheduling/routing, billing, reporting, output layouts (invoice, WDO, State Chemical), sales, global/admin, sources.
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.
domain-model.md › Dispatch and field service: Dispatch and field service: job pool, calendar, route templates/builder, visual grouping, intelligent routing, fill routes fee; conditions, target areas/issues, products, checklists.
evidence-quality.md › Remaining rendering and coverage limits: Remaining rendering limits by capture: dilution calculator, global search 532, card entry 026/360, Composite Stat, Tasks, contract template, communication templates, employee photos, alerts/KB, session 384-385, dashboard, customer report controls, subscription, State Chemical 501-503.
final-evidence-review.md › Limits retained rather than papered over: Limits kept: Forecast/Frozen/Audit New Sales/Knocking indeterminate, Tasks/gear/Composite Stat/contract preview, State Chemical California/NY/Ohio, customer checkout concurrency, no consequential actions, 385 blank transition.
reporting/controls.md › 106-reporting-inventory — Inventory Tracking: Observed controls for Manage Inventory (106): Shows stock of products (mostly pesticides and baits) and lets the office adjust it.
reporting/controls.md › 107-inventory-distribute — Inventory Tracking: Observed controls for Distribute Inventory (107): Hands out product stock from the office to employees (for example onto a technician's truck).
reporting/controls.md › 108-inventory-chemical-tracking — Inventory Tracking: Observed controls for Chemical Tracking Report (108): Tracks product stock movement and value over a date range.
reporting/controls.md › 109-inventory-changes — Inventory Tracking: Observed controls for Inventory Changes Report (109): Lists stock changes over a date range, grouped by day, week or month and sub-grouped by none, employee or vendor.
reporting/controls.md › 110-inventory-employee-usage — Inventory Tracking: Observed controls for Employee Usage Report (110): Shows how much product each employee received and applied.
reporting/controls.md › 111-inventory-state-chemical — Inventory Tracking: Observed controls for State Chemical Reports (111): Produces pesticide-use reports for state regulators.
reporting/controls.md › 112-inventory-california-school — Inventory Tracking: Observed controls for California School & Day Care Report (112): A separate California report of pesticide applications at schools and day-care sites.
reporting/controls.md › 499: Distribute Inventory revisited: Distribute Inventory (499): stock filters, Update Inventory, grid with Distributed To employee picker; zero entries.
reporting/controls.md › 500–503: State Chemical Reports selected formats: State Chemical Reports (500-503): Standard/California/New York/Ohio formats, shared filters, Excel/Print/PRL exports, license warnings; no filing.
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 › 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 › Known remaining coverage and limits: Remaining gaps: indeterminate states, unopened advanced filters, untested exports, state chemical acceptance, inventory, locations, technician formulas, form actions, mutation boundaries, role scope.