FieldRoutes calls it: Customer Card, Checked Out Customer, Transfer
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 the customer account is the Customer Card: one dialog with 12 tabs that holds a customer's contact data, service location, subscriptions, billing, notes, documents, visits, invoices, linked properties, inspection findings, equipment and admin history. Around it sit the Customers area (Customer Search, a filterable customer report with bulk actions), the global New Customer intake form, and a set of Admin dictionaries that shape the account (sources, divisions, flags, contact types, note types, cancellation and hold reasons). The research has 72 screenshots placed here and 53 more from other blocks that touch the account. It covers a sparse test customer (all 12 tabs, captures 003-022), one populated customer with two active subscriptions (captures 435-454), the intake form in four variants (370-373), Customer Search in full (002, 412-434), the customer dictionaries in Admin, and the customer-related reports (cancellation, restore, access log, notes, audit checks). All of it was read-only: no customer was created, saved, merged, frozen, messaged or charged.
In short
One card, many records. The Customer Card is the hub of the account, but the customer, its subscriptions, appointments, invoices and payments are separate records. One customer can hold two active subscriptions of the same service type (Observed, 436-populated-customer-subscriptions).
Opening a card locks it. Opening a Customer Card "checks it out": a Checked Out Customer banner says nobody else can view or edit the customer until you finish. Close releases it (Observed in the saved page text of 003-customer-profile and 435-populated-customer-overview; the banner itself is not visible in those screenshots). Timeouts, crash recovery and a second user's view were not tested.
Contact, service location and payer are three different things. The Info tab holds the service contact and address, the Billing tab holds billing correspondence, and Default Bill To names the account that pays new invoices and subscriptions. Additional Contacts and reusable Business Contacts never become payers just by being contacts.
Many small classifications, each with its own meaning. Source and Sub-Source (acquisition), Division (segment), Generic Flags (operational warnings), status markers (Paid In Full, Pending Cancel, Prefers Paper and others), Residential/Commercial and Single Unit/Multi Unit/Structures are all separate fields, each fed by its own Admin dictionary.
Account lifecycle is Active, Frozen, Pending Cancel, Removed. Account cancellation is separate from subscription cancellation in filters, reports and reason lists. Freeze, Bulk Freeze, Remove and Restore all exist; none was executed.
Customer Search is a report builder, not a search box. It has six filter groups, a column catalog of about 150 outputs, List By Customer/Subscription/Service Round, saved reports, a map and bulk actions with explicit scopes (all matching records, current page only, rollback of a prior batch).
The history is strong but partial. The Admin tab shows an access and field-change history. Separate reports show employee access (Customer Access), system-wide changes (Change Log) and removed customers (Customer Restore).
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.
002Customer Search, default list
The Customers landing page is Customer Search: a filterable customer report.
The Customers landing page is Customer Search: a filterable customer report. The left side has Saved Reports, Select Columns to Display (List By Customer) and collapsed filter groups for Customer Account, Subscription, Customer Location, Billing Account, Billing Address and Service Appointment, plus Run Report. The right side lists 134 active customers with Customer ID, Last Name and First Name columns. Submenu links lead to Email Dashboard, Sales Report, Audit Sales and Prepayments.
Opening a customer shows the Customer Card dialog with its 12 tabs (Overview, Info, Subscription, Billing, Notes, Documents, Appointments, Invoices, Properties, Conditions, Equipment, Admin). The saved page text also holds a Checked Out Customer banner (while one user has the card open, nobody else can view or edit it); the banner is not visible in the screenshot. Overview summarizes Customer Since, service counts, contract remaining, last/next service, account balance, account age, A/R turnover and an 'offer an AutoPay plan' prompt. The footer has Save, Close, Schedule and Transfer. This test customer has no active subscriptions, so most values are blank; the populated version is capture 435.
The Info tab holds the customer's core record: name, two phones, email, company name, Source and Sub-Source, Residential/Commercial, Single…
Full description
Where: Customers > Customer Card > Info Captured: 2026-11-02 15:34 UTC · Quality: clear
The Info tab holds the customer's core record: name, two phones, email, company name, Source and Sub-Source, Residential/Commercial, Single Unit/Multi Unit/Structures, Sub-Property Type, Special Scheduling text and SMS/Email/Voice preference checkboxes. It also has Additional Contacts (add new or from Business Contacts), Generic Flags (e.g. aggressive dog, ladder required), status checkboxes (Paid In Full, Switch Over, Sales Rep APay, Pending Cancel, Prefers Paper, Invalid Payment Method), the service address with state and county pickers, and a Use Address for Billing checkbox (checked). Nothing was edited.
The Notes tab is the customer's communication and note log. Its left list filters notes by category (Appointment, Billing, Cancel/Reinstatement, Convenience Payments, Customer Contacts, Customer Replies, General, Important system notes, Marketing Activities, PO Numbers, Red Notes, SMS/Voice/Email, System Notes, Uncategorized). Buttons offer Add Note, Add Task, Send Email, Send SMS and Send Voice, plus a note search. This customer has no notes listed.
The Documents tab stores files for the customer and starts document generation. It offers + Upload Document, + New Agreement and + New Form, and a 'Files: All' filter. No documents are listed for this test customer and nothing was uploaded or generated.
The Admin tab holds account administration: customer number and portal Customer Link, Email Pwd / Text Pwd (send portal password), M Pro Sync (tooltip: Marketing Pro is not enabled), Merge, Portal Login, Products, Move, Remove, Reset ECA, Active and Freeze. Below is an Access History log showing who opened (checked out) the card, appointment status changes made by the system API and field-level change records (for example phone, tax rates, bill-to account). None of the buttons was used.
The Add Note editor records a dated, typed note on the customer. Type has about 20 choices (e.g. Billing Notes, Cancel Request, Phone Call, Location Instructions, Red Note), and two visibility selectors control whether technicians and the customer can see it. Buttons are Cancel, Finish In Window, Save and Delete. Nothing was saved.
The Add Task editor creates a follow-up task tied to the customer. It has Status (Pending/Completed/In Use/Urgent), Due Date, Assigned To (Anyone or any office user or technician), Category and task text, with Cancel, Finish In Window and Save. Nothing was saved.
Lists customers who cancelled or are pending cancellation in a date range (maximum six months per run). Report Type: only cancels, only pendings, cancels and pendings, or pending history; filter by office. A Columns picker chooses output fields such as date, reason, notes, annual value, annual value plus initial, sales rep, status, date sold, cancelled by, service type, source, number of services and re-services, last serviced and last tech. The page states there are zero results for the captured day.
Cancellation Reinstatement report; by its name it lists canceled or frozen customers who were later reinstated (inference: the result area is blank). Filters: start/end date, service types, order by canceled date or reinstatement date, and a Days Frozen range slider (selected range 7 to 30 shown), with Refresh and Export to CSV. The slider is cut off at the right edge; capture 558 shows the full slider.
A log of employee activity on customer records for a date range, filtered by employee. Columns: date changed, customer ID, employee name, record class, reference ID, field key, old value and new value. The page says it is limited to 20,000 logs per run; it has on-page search, page size, Refresh and Export to CSV. One log row is shown.
Lists customer records that can be restored after removal. Only Refresh and Export to CSV are visible and the body is blank in this capture; capture 490 shows the loaded list.
The Notes report was selected in the menu, but the page header still reads 'Monthly Services' and the body shows a loading spinner. Visible filters are date, office, customer ID and Advanced Filters, with Refresh and Export to CSV. Captures 481 and 482 show the loaded Notes report.
124Business Contacts page with help popup superseded-by-363
Directory of reusable partner, referral-source and frequently used additional contacts that can be attached to Customer Cards.
Full description
Where: Admin > Business Contacts Captured: 2026-11-02 15:48 UTC · Quality: superseded-by-363
Directory of reusable partner, referral-source and frequently used additional contacts that can be attached to Customer Cards. The help popup states these contacts never appear in the customer list and that a Customer Card is needed to schedule and bill. The popup covers the list; capture 363 shows the clear list and 364 the editor.
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. Menu only; each editor is captured separately.
Dictionary of categories used to classify internal staff tasks and alerts.
Full description
Where: Admin > Preferences > Office Settings > Task and Alert Categories Captured: 2026-11-02 16:20 UTC · Quality: clear
Dictionary of categories used to classify internal staff tasks and alerts. The list has Visibility, Global (office scope) and System filters, Search, a + Category button and Name/Global/Visible/System columns. The list is empty in this tenant.
Blank form for a new task/alert category: Category Name, office scope, visibility and a read-only System value of No, with save/cancel. No category was saved and no task or alert was created.
Configures which postal ZIP codes an office claims, which controls where accounts can be created.
Full description
Where: Admin > Preferences > Office Settings > Office Zip Codes Captured: 2026-11-02 16:21 UTC · Quality: clear
Configures which postal ZIP codes an office claims, which controls where accounts can be created. Columns are Office, Category, Zip Codes, Can Create in Unclaimed Areas and Share Zip Codes; the single office row shows Allow and No, with an edit link. A help tip says sharing works only when both offices set Share Zip Codes to Yes.
Edit form for an office's ZIP claim: a Category multi-select (a service category and SYSTEM are offered), a 'Paste zip codes here' box, Can Create…
Full description
Where: Admin > Preferences > Office Settings > Office Zip Codes > edit Captured: 2026-11-02 16:21 UTC · Quality: clear
Edit form for an office's ZIP claim: a Category multi-select (a service category and SYSTEM are offered), a 'Paste zip codes here' box, Can Create in Unclaimed Areas (Do Not Allow / Allow) and Share Zip Codes (No / Yes), with save/cancel. Opened unsaved; ZIP validation and conflict handling were not tested.
Dictionary of roles for extra contacts attached to a customer (for example a spouse). Global and Visibility filters, Search, + Additional Contact Type, and two existing rows, Other and Spouse, both available to all offices and visible.
Standard reasons used when a customer account or subscription is cancelled or put on hold, separate from appointment cancel reasons.
Full description
Where: Admin > Preferences > Customer Preferences > Cancellation and Hold Reasons Captured: 2026-11-02 16:33 UTC · Quality: clear
Standard reasons used when a customer account or subscription is cancelled or put on hold, separate from appointment cancel reasons. Global, Visibility and System filters, Search and + Cancellation Reason; about 30 reasons are listed (for example Agreement Dispute, Bad Debt, Bankruptcy, Competitor), with system reasons such as Canceled via API having no edit link.
Blank form with required Reason Description, office scope and visibility; System shows No and cannot be edited.
Full description
Where: Admin > Preferences > Customer Preferences > Cancellation and Hold Reasons > + Cancellation Reason Captured: 2026-11-02 16:33 UTC · Quality: clear
Blank form with required Reason Description, office scope and visibility; System shows No and cannot be edited. Save/cancel are present; nothing was saved.
Dictionary of where customers came from (marketing/referral attribution). Global and Visibility filters, Search, + Customer Source and Source Name/Global/Visibility/System/Sub-Source # columns; one source is listed with no sub-sources.
Blank form with required Source name, office scope, Hidden/Visible, a Sub-Source Required checkbox and a + Sub-Source button for finer child sources, with save/cancel. Nothing was saved.
The unsaved source form after adding one sub-source row: required Source Name, scope inherited from the parent (Available to all offices), Hidden/Visible and a remove link. Cancelled without saving.
Dictionary of business divisions used to segment customers (divisions also appear as filters in trigger rules). Visibility filter, Search, + Division and Code/Description/Visibility columns; the list is empty.
Blank form with required Code and Description and Hidden/Visible, with save/cancel. No geography or financial allocation fields are present; nothing was saved.
Dictionary of markers that warn staff about a customer, appointment, equipment, subscription, region, affiliate network or local-SEO item. Global, Type and Status filters, Search and + Generic Flag; four active customer flags are listed with short descriptions (for example a dog to be kept away or a ladder being needed).
Blank form with required Code and Description, Type (Customer, Appointment, Equipment, Subscription, Region, Affiliate Network), office scope and Active/Inactive, with save/cancel. E-commerce Local-SEO appears in the list filter but not as a type here. Nothing was saved.
Groups note types into categories for viewing customer history (for example Appointment, Billing, Cancel/Reinstatement, Customer Contacts, General and Red Notes). Each row lists its member note types; some types belong to more than one category.
Blank form with required Category name, office scope and a Note Types multi-select covering staff notes and system events (contract, form and receipt messages, reminders, marketing, portal and subscription events, tasks, red/yellow notes). Save/cancel present; nothing was saved.
Catalog of individual note types (about 70), most of them system types such as Billing Notes, Cancel Request, Contract Email or Convenience Payments. Visibility, Global and System filters, Search and + Note Type; system types have no edit link.
Directory of reusable partner, referral and additional contacts (for example realtors or property owners) that are not customers.
Full description
Where: Admin > Business Contacts Captured: 2026-11-02 16:44 UTC · Quality: clear
Directory of reusable partner, referral and additional contacts (for example realtors or property owners) that are not customers. Visibility filter, + Business Contact and Export; a note says these contacts do not appear in the customer list and a Customer Card is needed to schedule and bill. The list is empty; this capture replaces the popup-covered capture 124.
The Create a New Customer form (Basic Information tab) is the intake screen for a new account.
Full description
Where: New Customer (top bar) > Create a New Customer Captured: 2026-11-02 16:45 UTC · Quality: clear
The Create a New Customer form (Basic Information tab) is the intake screen for a new account. It has name, company, two phones, email, Source/Sub-Source, Residential/Commercial, Single Unit/Multi Unit/Structures, Sub-Property Type, Special Scheduling, SMS/Email/Voice preferences (all checked by default), Generic Flags, status checkboxes (Paid In Full, Switch Over, Sales Rep APay, Pending Cancel disabled, Prefers Paper, Invalid Payment Method), service address with county and country, map code, square feet, tax rate, Division and an embedded map. This is the default Residential + Single Unit state; the form was not saved.
The Customer Account filter group selects customers by account facts: Account Status (Active, Active Recurring, Active Potential, Active Non-Recurring, Active with no subscriptions, Frozen, Any), account cancel date, last completed date, has subscriptions / pending appointments / linked properties / child billing, 'Not Having ANY' service types, names, Account Type (Commercial/Residential) and Unit Type. The screenshot shows the top of the panel; captures 421 and 422 show the rest.
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. The screenshot shows the top of the panel; captures 423-426 scroll through the rest of the same list.
The Customer Location group filters by service address: map code, address, city, zip, country, state, county (including 'County Not Set'), latitude/longitude with a distance radius, and a square-footage range. These describe where service is delivered, separate from the billing address.
The Billing Account group filters by money facts: balance age and account balance, responsible balance age and amount, max monthly charge, Customer Auto Pay (No/Yes/Card/ACH) and payment profile status. Comparisons use =, not equal, greater/less than and similar. The lower part of this group is capture 427.
417Customer Search, Service Appointment filters (top)
The Service Appointment group selects customers by their visits: scheduled-for, created-on and skipped dates, skip reasons and skipped-service…
Full description
Where: Customers > Customer Reports (Customer Search) > Service Appointment Captured: 2026-11-02 19:52 UTC · Quality: clear
The Service Appointment group selects customers by their visits: scheduled-for, created-on and skipped dates, skip reasons and skipped-service options, opt-outs, due date, scheduled/completed/serviced by, auto-scheduled, paid-between date and service balance. The screenshot shows the top; captures 418-420 show the rest of the same panel.
418Customer Search, Service Appointment filters (middle)
Middle scroll position of the Service Appointment filters, showing services/type, initial-service, category, appointment status (Pending, Completed,…
Full description
Where: Customers > Customer Reports (Customer Search) > Service Appointment Captured: 2026-11-02 19:53 UTC · Quality: clear
Middle scroll position of the Service Appointment filters, showing services/type, initial-service, category, appointment status (Pending, Completed, Not Serviced, Canceled, Rescheduled, Auto-Skip, Skipped, Opted-Out), show-reminders and feedback-rating filters. Same field list as 417, different scroll position.
419Customer Search, Service Appointment filters (upper middle)
Scroll position bridging the top and middle of the Service Appointment filters (skip/opt-out, due date, staff attribution, auto-scheduled, paid and…
Full description
Where: Customers > Customer Reports (Customer Search) > Service Appointment Captured: 2026-11-02 19:53 UTC · Quality: clear
Scroll position bridging the top and middle of the Service Appointment filters (skip/opt-out, due date, staff attribution, auto-scheduled, paid and balance filters). Same field list as 417; it only shows a different slice.
420Customer Search, Service Appointment filters (bottom)
Bottom of the Service Appointment filters: target issues/excluded pests, stand-alone services, appointment flags, appointment and unit custom…
Full description
Where: Customers > Customer Reports (Customer Search) > Service Appointment Captured: 2026-11-02 19:53 UTC · Quality: clear
Bottom of the Service Appointment filters: target issues/excluded pests, stand-alone services, appointment flags, appointment and unit custom fields, show tech notes, subscription appointment number, serviced interior, images uploaded and appointment checklist data (name, required, acknowledged and so on).
Middle of the Customer Account filters: last/first/company name, account type, unit type, Has Email, company divisions, date added, customer source, pending cancellation, prefers paper and include/exclude customer flags. Same field list as 412, different scroll position.
Bottom of the Customer Account filters: Invalid Payment Method flag, Switch Over flag, Signed Electronic Consent Agreement and a sales-tax % range. A note on screen says Customer and Generic flag filters only work when List By is set to Customer.
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. Same field list as 413.
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. Same field list as 413.
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).
Lower part of the Billing Account filters: invoice numbers and invoice PO numbers, earliest due date, days past due, Year In Full, has credit card / has ACH on file, active convenience-payment plan, Responsible Payer (Self/Other) and Collections Stage (Not Sent/Pending/Sent).
Saved Reports lets a user name and store a customer search setup. It has a report name, scope (User, Office, Global; Global disabled), Default/Not Default, Save and Save as New, and shows 'No Saved Reports'. Nothing was saved.
Select Columns to Display chooses output columns from a large catalog (customer identity, contacts, service and billing address, bill-to party,…
Full description
Where: Customers > Customer Reports (Customer Search) > Select Columns to Display Captured: 2026-11-02 19:56 UTC · Quality: partial
Select Columns to Display chooses output columns from a large catalog (customer identity, contacts, service and billing address, bill-to party, payment profile, balances and aging, tax rates, subscription, pricing and production, agreement, source and lead, cancellation, appointment, flags and measurement fields). List By sets the row level: Customer (selected), Subscription or Service Round. The column list is shown closed, so the screenshot is not the full catalog; the text file has it.
431Customer Search, Run Report attempt (unchanged result) partial
The filename suggests an active-subscription report, but after Run Report was clicked the list still shows the same 134 customers with the same…
Full description
Where: Customers > Customer Reports (Customer Search) > Run Report Captured: 2026-11-02 19:58 UTC · Quality: partial
The filename suggests an active-subscription report, but after Run Report was clicked the list still shows the same 134 customers with the same three columns. No subscription-level output was demonstrated and the cause is not known.
The Actions menu runs bulk actions on the search result, grouped by scope. For all matching records: Add/Remove Flags, Update Subscription Price, Bulk Freeze. For the current page only: Send Message, Send Password Recover, Send Email From Template, Remove Send Message Options. Rollbacks of a prior batch: Rollback Send Message Options, Bulk Freeze RollBack. All pages: Write to Excel. The menu was only opened; nothing ran.
434Customer Search, table search finds one customer
Typing in the search box above the result table narrows the visible rows to one existing customer (the multi-subscription example used in captures…
Full description
Where: Customers > Customer Reports (Customer Search) > result Search box Captured: 2026-11-02 20:01 UTC · Quality: clear
Typing in the search box above the result table narrows the visible rows to one existing customer (the multi-subscription example used in captures 435-454). The footer still says 134 entries, so it is a quick lookup in the shown list, not a new report run.
Overview of a real customer with two active subscriptions: Customer Since, Account Age, service count labels, contract days remaining per subscription, last completed, next service due, recent re-services, account balance and A/R turnover, plus prompts to collect the balance, offer AutoPay and collect an email. The saved page text holds a Checked Out Customer banner (opening the card locks it for other users); the banner is not visible in the screenshot. Footer: Save, Close, Schedule, Transfer (the manual says it hands the checked-out card to another administrator). Nothing was saved, scheduled or transferred.
The additional-contact editor records another person or company for the account: Contact Reason (Billing shown), Contact Type (Other shown), name, company, two phones with extensions, email, address, SMS/Email/Voice preferences and a Business Contact checkbox. It was cancelled; no contact was created.
One of the 19 data-quality checks in the Audit report, selected on its own: it lists customer records that may be duplicates. 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.
469Audit check: Active customers without a document
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)…
Full description
Where: Reporting > Office > Audit > Active customers without a document Captured: 2026-11-02 20:34 UTC · Quality: clear
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. The panel shows 0 missing documents 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.
470Audit check: Active customers without a phone number
One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no phone number.
Full description
Where: Reporting > Office > Audit > Active customers without a phone number Captured: 2026-11-02 20:34 UTC · Quality: clear
One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no phone number. 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.
472Audit check: Active customers without an email address
One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no email address.
Full description
Where: Reporting > Office > Audit > Active customers without an email address Captured: 2026-11-02 20:34 UTC · Quality: clear
One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no email address. The panel shows 0 missing emails 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.
474Audit check: Customers with differing email addresses
One of the 19 data-quality checks in the Audit report, selected on its own: it lists customers whose email addresses do not match each other.
Full description
Where: Reporting > Office > Audit > Customers with differing email addresses Captured: 2026-11-02 20:35 UTC · Quality: clear
One of the 19 data-quality checks in the Audit report, selected on its own: it lists customers whose email addresses do not match each other. The panel shows 0 customers 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.
Searches all notes recorded on customers. Basic filters are date, office and customer ID, with Advanced Filters, Refresh and Export to CSV. Columns: customer ID, customer, notes, date, contact type, recorded by, visible to customer and visible to tech. The table states zero entries for the captured day.
The Notes report with Advanced Filters open. Added filters: customer name, note types, employees, company, note content, customer status (all, frozen, active), and visible to customer / visible to tech (any, no, yes). The note-type list covers staff notes, system messages, payment-profile, task and webhook events. Same columns as 481; zero entries.
Lists removed customers that can be brought back. Columns: customer ID, customer name, employee name, date changed and action; nine rows each have a Restore button (none pressed). It has search, Refresh and Export to CSV.
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. The result area is blank with no result message, so the report's meaning is known only from its name. No filter was changed.
Customer Card: The account dialog with 12 tabs. The vendor describes it as holding contact, appointment, invoice and subscription information; technicians can use related information on Mobile. Read it as the hub of one account, not 12 separate records. Observed003-customer-profile; Documented (Customer Card Overview, service report guide)
Checked Out Customer (checkout): Opening a card locks it: until you finish, nobody else can view or edit that customer. An access-history entry records it. False friend: this is not appointment check-in/check-out and not Fleet Pro geofence check-out. No public manual explains the lock, auto-release or timeout. Observed435-populated-customer-overview014-customer-admin; source checks
Transfer: Hands the checked-out card to another administrator and closes it. False friend: it does not move the customer, property, payer, balance or ownership. Documented (Overview manual); button Observed, not used
Account Age: A separate day value on Overview. Its basis and rounding are not established; do not assume it means tenure. Observed435-populated-customer-overview
A/R Turnover: Average days until full payment of the account balance. Calculation window not verified. Documented (Overview manual)
Next Service: Due-date wording. It can be earlier than today, so it is not necessarily a booked future visit. Observed435-populated-customer-overview
Active Customers (dashboard): Currently active accounts, split into Active Recurring (recurring plan plus at least one service), Potential (recurring plan, no initial service yet) and Active Non-Recurring (no recurring plan). Its date filter picks customers created in the period. Observed help 388-dashboard-active-customer-help
Prospect / Lead / Active customer (Marketing Pro): In the Marketing Pro integration guide: a prospect has no active subscription or performed service, a lead has an open lead attached, an active customer has an active subscription or performed service. These definitions serve marketing segmentation; use them with care as a general lifecycle model. Documented (Marketing Pro starter guide)
Freeze / Frozen: An account (or subscription) lifecycle state meaning inactive. Not the same as an A/R statement hold (a delay before another statement goes out by the same method) or a subscription hold (Place On Hold). Observed (Admin tab Freeze, Account Status filter, trigger actions)
Pending Cancel: Account state between active and canceled. A checkbox on the card (disabled on new intake), a filter, a trigger status and a report type. Observed370-new-customer-form069-report-cancellation
Remove / Customer Restore: Remove takes a customer record away; Customer Restore lists removed customers with a Restore button. Observed490-customer-restore-revisited; Remove permission in Access Control Profiles
Merge: Permanent absorption of one Customer Card and its history into a master card; it cannot be reversed. Different from linking.Documented (Properties manual); button Observed 014-customer-admin
Linked Properties: Another Customer Card linked to this one. Each keeps its own subscriptions, invoices, payments and documents; it is not a pooled ledger. See Service location. Documented (Properties manual); Observed 011-customer-properties
Source / Sub-Source: Where the customer came from (acquisition attribution). Exists separately at customer, subscription and lead level. False friend: the tenant's source named "Conditions" has nothing to do with the Conditions tab (inspection findings). Observed316-customer-sources370-new-customer-form
Division: A code plus description used to segment customers. No geography or money fields. Observed320-division-editor
Generic Flags (Customer Flags): Short coded warnings for staff, for example an animal or access cue or a ladder being needed. The same catalog also serves appointments, equipment, subscriptions, regions and affiliate networks. Observed329-generic-flags
Red Notes / Yellow Notes: Caution notes shown as their own note types and output columns. An office setting decides whether everybody can edit red notes. Observed333-note-types; Office Preferences
Note Type / Note Category: A note type classifies one note or system event; a note category groups several types for viewing. A type can sit in more than one category. Observed331-note-categories333-note-types
Additional Contact: Another person or company on the account, with a Contact Reason (for example Billing) and an Additional Contact Type (for example Other, Spouse). Observed454-customer-additional-contact-editor
Business Contact: A reusable partner, referral source or often-used additional contact. It never appears in the customer list; you need a Customer Card to schedule and bill. Observed help 363-business-contacts-clear
Authorized Contacts (Office Info): False friend: people allowed to make decisions about the company's own FieldRoutes account (contract, finances). Not a customer contact role. See FieldRoutes hub. Observed (assessment)
Default Bill To / Billing Account: The account responsible for paying invoices; Default Bill To applies to new invoices and subscriptions. SELF means the customer pays itself. See Invoicing and billing terms. Observed453-customer-bill-to-selector
Switch Over / Sales Rep APay: Status checkboxes on the card with no explanation in the UI. Meaning unverified. Observed370-new-customer-form
ECA (Reset ECA, ECA Email): Appears as an Admin-tab button and an output column; the Customer Account filter has "Signed Electronic Consent Agreement". The acronym is not spelled out on these screens. Observed014-customer-admin429-customer-column-and-grouping-controls
Account Type / Unit Type: Account Type is Commercial or Residential. Unit Type is Single Unit, Multi Unit or Multi Structure in Search, while intake says "Structures". Equivalence is not tested beyond the labels. Observed412-customer-account-filters373-new-structures-customer-form
Where it lives in FieldRoutes
Menus, pages and settings where this block appears 12 menu paths
Customer has a service location and may link other property cards (each with its own ledger) or merge them (permanent): Service location (011-customer-properties).
Creating a customer (observed form, save untested)
Trigger: the office user clicks New Customer in the top bar. A Create a New Customer dialog opens with a single Basic Information tab. 370-new-customer-form
The user fills identity (first/last/company name), two phones with extensions, email, Source and Sub-Source (Sub-Source stays disabled until a source is picked), property class, unit mode, Sub-Property Type, Special Scheduling text, SMS/Email/Voice preferences (all checked by default, matching Admin defaults), flags, status markers, service address, map code, square feet, tax rate and Division. An embedded map sits on the form.
Result: Save would create the customer. It was never pressed, so required fields, duplicate detection and what the new card looks like are untested. See Commercial accounts and Service location for the property side.
Related permissions (Documented by labels in the profile editor): Create Customers; Create Customers on Mobile (may incur extra charges); Assign Office Zip Codes.
Geography rule (configured, enforcement untested): Office Zip Codes sets which ZIPs an office claims and whether it may create accounts in unclaimed areas. Sharing ZIPs works only when both offices set Share Zip Codes to Yes. 261-office-zip-code-editor
Opening and working in the card (observed)
Trigger: the user opens a customer from Customer Search, global search or History.
The card opens as a dialog and checks out the customer. The Checked Out Customer banner (in the saved page text; not visible in the screenshots) warns that others cannot view or edit it. An access-history entry records the checkout. 435-populated-customer-overview014-customer-admin
The user moves between the 12 tabs. Overview shows Customer Since, Account Age, service counts (Completed, Subscription, Re-Services, Other), Contract Remaining per subscription, Last Completed, Next Service, Recent Re-services, Account Balance and A/R Turnover, plus prompts to collect the balance, offer AutoPay and collect an email.
Footer actions: Save, Close, Schedule (enters a "Currently Scheduling" mode and opens Recommended Routes, see Scheduling and appointments), Transfer.
Result: Close releases the checkout. The capture owner verified release, and the next capture (455) had no banner or dialog. Untested: a second user trying to open a locked card, timeout, crash recovery, and what Transfer does in practice.
The checkout also happens when you reach the card another way, for example opening a failed payment from Billing > Payment History opens it inside the Customer Card. 510-payment-history-detail-attempt
A global search result alone does not show that a customer was checked out: the research treats lookup and checkout as separate actions, and search does not prove checkout. 532-global-customer-search-result
Recording notes, tasks and messages on a customer (observed editors, nothing saved or sent)
The Notes tab lists notes by category (All Notes, Appointment Notes, Billing Notes, Cancel / Reinstatement, Convenience Payments, Customer Contacts, Customer Replies, General Notes, Important system notes, Marketing Activities, PO Numbers, Red Notes, SMS, Voice and Email, System Notes, UnCategorized) with a search and buttons Add Note, Add Task, Send Email, Send SMS, Send Voice. 007-customer-notes
Add Note: a dated, typed note (about 20 types, for example Billing Notes, Cancel Request, Phone Call, Location Instructions, Red Note) with two visibility selectors: visible to technicians, visible to the customer. Buttons Cancel, Finish In Window, Save, Delete. 015-customer-add-note
Add Task: a follow-up task tied to the customer with Status (Pending/Completed/In Use/Urgent), Due Date, Assigned To (Anyone, any office user or technician), Category and text. 016-customer-add-task The global Tasks dock has its own task list with a Customer column; whether tasks made on the card appear there was not shown. Creating a task from the dock was attempted but no editor opened. 377-global-task-editor
Send Email / Send Voice: composers with an "Ignore Max Per Minute" option that bypasses the office's per-minute delivery limit. Send SMS was greyed out and a banner reported an SMS/text registration problem. Details belong to Customer messages and marketing.
Untested: whether every action is logged automatically as a note, whether internal notes stay internal, and whether tasks reach their owner.
Documents on the account (observed prompts, nothing generated)
Documents offers + Upload Document, + New Agreement, + New Form and a "Files: All" filter. No stored documents were visible. 449-customer-documents
New Agreement first asks which subscription the agreement is for (the populated customer showed its two General Service subscriptions). New Form first asks for a form template (NPMA_33, NPMA_33_Attachment, NPMA_99A, NPMA_99B). 450-customer-agreement-options451-customer-form-options
Contacts and payer on the account (observed, nothing saved)
Info holds the service contact and address and an Additional Contacts list (add a new contact or pick one from Business Contacts). 004-customer-info
The Billing tab has its own billing name, company, address, phone and email, separate from the service fields, plus Default Bill To and its own Additional Contacts list. 452-customer-billing-populated
The additional-contact editor separates Contact Reason (Billing shown) from Additional Contact Type (Other shown) and has a Business Contact checkbox whose effect was not tested. 454-customer-additional-contact-editor
Documented (Billing tab manual): responsibility for paying can be set at customer, subscription and invoice level; Assign New Billing Account changes the responsible customer/Default Bill To; Copy Billing Info copies correspondence data between linked accounts; the tab supports US billing addresses only. The money side is described in Invoicing and billing terms and Payments and collections.
Business Contacts are created in Admin, separately from any card. Whether edits to a Business Contact flow into the cards that use it is unverified. 364-business-contact-editor
Statuses seen. Account Status filter: Active Customers; Active, Recurring Customers; Active, Potential Customers; Active, Non-Recurring Customers; Active, No Active Subscriptions; Frozen Customers; Any Status. Customer Status trigger: Active, Any, Created, Frozen, Pending Cancel. AR trigger customer status: Active, Frozen, Pending Cancel. Notes report: All, Frozen, Active. A status filter is not proof that a transition is permitted.
Freeze. The Admin tab has Active and Freeze controls. Customer Search's Actions menu has Bulk Freeze (all matching records) and Bulk Freeze RollBack (reverses a prior batch). A Trigger Rule action "Freeze Customers" freezes the account with a cancellation reason and message; its tooltip says it also freezes subscriptions on other accounts this customer is financially responsible for (Documented in UI, untested). 432-customer-report-actions-menu249-trigger-action-freeze
Auto freeze. Office Preferences has "Auto Freeze Subscription/Customer If Initial Appointment Canceled" (runtime untested). The tenant's test customer shows four canceled Initial Service visits. 009-customer-appointments
Cancellation reasons. Cancellation and Hold Reasons (about 30, for example Agreement Dispute, Bad Debt, Bankruptcy, Competitor) classify account and subscription cancellations and holds. They are separate from appointment cancel reasons. System reasons such as "Canceled via API" have no edit link. Office Preferences sets a default reason for Customer Cancellations and for Subscription Cancellations (including Unspecified); auto-selection is untested. 272-cancellation-hold-reasons
Reports. The Cancellation report lists customers who canceled or are pending cancellation (max six months per run). The vendor distinguishes canceled customer accounts (Cancellation) from canceled subscriptions (Cancellation Subscription). Cancellation Reinstatement, judging by its name and filters only (inference: the captured body was empty), lists canceled or frozen customers who were later reinstated; it has a Days Frozen slider whose selected range showed 7 to 30 (the slider's own limits are not shown). Retention counts canceled service subscriptions, not customers: a customer with two canceled subscriptions shows twice, and changes to As Needed or one-time are left out. Its Retention Calendar help still speaks of "customers added" per period versus when they canceled, so the page's own wording mixes the two units (092-report-retention page text). Frozen Customers w/ Payment Accounts stayed blank twice. 069-report-cancellation558-cancellation-reinstatement-clear092-report-retention491-frozen-payment-accounts-revisited
Remove and restore. Remove is an Admin-tab button and a permission. Customer Restore lists removed customers (nine rows, each with a Restore button; none pressed). 490-customer-restore-revisited
Merge and Move are Admin-tab buttons and permissions. Merge is documented as permanent; Move is not explained in the inspected screens.
Finding customers in bulk and acting on them (observed controls; no run, save, export or action)
Trigger: the user opens Customers. Customer Search shows Active Customers by default: 134 entries, Show 500, one page, columns Customer ID, Last Name, First Name. 002-customers
The user sets filters in six groups (Customer Account, Subscription, Customer Location, Billing Account, Billing Address, Service Appointment), picks output columns and the row level (List By), then clicks Run Report.
In the attempt (431) the list did not change after Run Report, even with List By = Subscription; the cause is unknown. 431-active-subscription-customer-report
The result can be shown on a map (Toggle Map) or narrowed with the table search. Table search narrowed the rows to one customer while the footer still said 134, so the footer is not a match count. 433-customer-report-map434-existing-multiple-subscriptions-search
Actions applies bulk work with explicit scopes (see Settings). Saved Reports stores a setup by name and scope.
Reading rules (Observed, not tested by querying): many yes/no selectors start at N/A, which means "not used as a criterion", not "No". Numeric fields offer =, ≠, >, <, ≥, ≤ and on some fields Between (x,y). Date fields come in pairs and were all blank. Active accounts and active subscriptions are selected separately. Read each paired date inside its own group (Account Date Canceled differs from Subscription Date Canceled).
Explicit caveat on screen: Customer Flags and Generic Flags filters work correctly only when List By is Customer. 422-customer-account-filters-lower
Data quality checks on customers (observed reports)
Audit (Reporting > Office) finds common data-entry mistakes for customers entered in the chosen dates. Of its 19 panels, the customer ones showed: Potential Duplicate Customers 0, Active Customers without a document 0, without a phone 0, without an email 0, Customers with bad geocode 4, with differing addresses 0, with differing e-mail addresses 0, with multiple subscriptions 8, with cards on file but not on auto pay 0. Counts are potential errors, not confirmed mistakes; multiple subscriptions are often legitimate. The help also says many bad geocodes may mean the office's coordinates are wrong. Both Start and End showed November 2, 2026 while rows showed other dates, so the date rule is unverified. 065-report-audit468-audit-duplicate-customers471-audit-bad-geocodes475-audit-multiple-subscriptions
Audit Sales / Audit New Sales (Customers area) checks newly sold or added customers (Sold Between dates, Audit Level). It can check contact, pricing and sales-rep data more strictly and warns that flagged customers can be valid. After Refresh no result table and no "no issues" message appeared; outcome unknown. 458-customer-audit-sales459-customer-audit-sales-results See Lead, sales and estimate.
Account history and access (observed)
Admin tab Access History shows who opened (checked out) the card, appointment status changes by the system API, and field-level changes (for example phone, tax rates, bill-to account). 014-customer-admin
History dock lists recently opened customers with timestamps for quick return. It is not a full audit trail; whether opening an entry checks out the customer was not tested. 375-history-dock
Customer Access report: employee activity on customer records by date range and employee; columns date changed, customer ID, employee name, record class, reference ID, field key, old value, new value; limited to 20,000 logs per run. One row was shown. 074-report-customer-access
Change Log Report: system-wide change history filtered by date, office, ChangedBy (employees plus "Trigger Rule" and "System Change") and about 100 entity types including customers. Empty for the captured day. 072-report-change-log
AR Oversight is a separate audit of financial activity (25,000-log limit, optional IP address). See Payments and collections.
The stated per-query limits are retrieval limits, not proof of how long history is kept.
Settings and controls
All settings and controls seen 116 rows
Customer Card: Overview (populated, 435)
Control
Meaning and limit
Dialog title / active-subscription count
Names the customer and shows two active subscriptions.
Persist, leave (releases checkout), book a visit, hand the checked-out card to another administrator (manual; not used).
Customer Card: Info tab (004) and intake form (370-373)
Control
Meaning and limit
Basic Information tab
The only intake tab visible.
First Name / Last Name / Company Name
Identity. Commercial does not hide person fields. Requiredness untested.
Phone 1 / Ext 1; Phone 2 / Ext 2; Email Address
Contact channels. Unlabeled status icons beside Phone 1; meaning unknown.
Select Source / Select Sub-Source
Acquisition source (the intake form offers only Conditions; "Unknown" appears only as a Customer Source filter option in Customer Search); Sub-Source disabled until a source is chosen.
Residential Property / Commercial Property
Property class, independent of unit mode.
Single Unit / Multi Unit / Structures
Organizational mode; no deeper controls before save.
Select Sub-Property Type
Finer class; only a placeholder (no definitions in tenant).
Special Scheduling
Free text, by label scheduling guidance; no enforcement shown.
SMS / Email / Voice
Initial channel preferences, all checked on blank intake; not consent or delivery.
Flags section / Generic Flags selector
Attach reusable warnings (for example aggressive dog, ladder required).
Paid In Full
Financial marker; no accounting effect proven. (The Expiring Paid In Full report lists customers marked paid for the year whose prepaid period is ending.)
Switch Over
Marker, meaning unverified.
Sales Rep APay
Marker, meaning unverified.
Pending Cancel
Cancellation state; disabled on new intake.
Prefers Paper
Correspondence preference (also an AR trigger filter).
Invalid Payment Method
Marker, separate from the real payment-profile status.
Address / Zip Code / City / State / County / Country
Service location; State defaults to the tenant's state, Country to United States.
Map field
Unlabeled input next to the Map label, probably a map code (inference).
Sq. Ft.
Property area.
Enter Tax Rate
Shown as 0.0000% on blank intake.
Division
Only "No Division" available in tenant.
Use Address for Billing
Checkbox, checked on the sparse customer's Info tab (004-customer-info): by its label, the service address also serves as the billing address. Effect of unchecking not tested.
Map / Satellite, fullscreen, camera, Street View, keyboard shortcuts, Open in Google Maps, map terms, report a map error
Embedded map tools; no geocoding done.
Additional Contacts (Info tab)
Add new or from Business Contacts.
Save / Close
Create (never pressed) / abandon.
Customer Card: Admin tab (014)
Customer number; portal Customer Link; Email Pwd / Text Pwd (send portal password); M Pro Sync (tooltip: Marketing Pro is not enabled); Merge; Portal Login; Products; Move; Remove; Reset ECA; Active; Freeze; Access History log. None was used. Portal parts belong to Customer portal.
Customer Card: other tabs as seen from the account
Billing: billing identity and address, AutoPay, Collections Stage, two consolidation checkboxes, Copy Billing Info, Assign New Billing Account, Save Billing Info, Default Bill To / Select Bill To, Additional Contacts, + Add Payment Method, + Convenience Payments. Detail in Invoicing and billing terms and Payments and collections.
Properties: "Link a Property" search only. See Service location.
Conditions: Found dates, Status, Severity, Recommendations, Responsible (Customer/Company). See Inspection reports and audits.
Equipment: devices at the site with Exceptions Report and Add New Equipment. See Devices and bait stations.
Customer Search: shared controls (412)
Customer Reports / Email Dashboard / Sales Report / Audit Sales / Prepayments submenu; Customer Filters with expandable groups; Clear Filters; Run Report; Search above the result grid (separate from global search and filter fields); Actions; Toggle Map; sortable headers (Customer ID, Last Name, First Name); entry count, Show entries and pagination; Saved Reports; Select Columns to Display.
Active Customers (default); Active, Recurring; Active, Potential; Active, Non-Recurring; Active, No Active Subscriptions; Frozen Customers; Any Status
Date Canceled
Account-level cancel dates (not subscription)
Customer Last Completed
Dates; which event counts is not defined
Has Subscriptions / Has Pending Appointments / Has Linked Properties / Has Child Billing
N/A / No / Yes
Not Having ANY
Service types the customer lacks (tenant: General Service, Initial Service, Mosquito, Quarterly Pest Control, Reservice)
Last Name / First Name / Company Name
Text; match rules unknown
Account Type
All / Commercial / Residential
Unit Type
N/A / Single Unit / Multi Unit / Multi Structure
Has Email
All / Has an Email / Missing Email
Company Divisions
Multi-select (only No Division)
Date Added
Customer creation dates (not Sold Date)
Customer Source
Conditions, Unknown
Pending Cancellation / Prefers Paper
N/A / Yes / No each
Include Flags / Exclude Flags
Customer Flags; AND/OR not documented
Invalid Payment Method Flag / Switch Over Flag
N/A / Yes / No
Signed Electronic Consent Agreement
N/A / No / Yes
Sales Tax %
Two numeric bounds
Customer Search: the other five filter groups (account-centred summary)
Subscription (413-customer-subscription-filters423-subscription-filters-date-price424-subscription-filters-agreements-billing425-subscription-filters-source-flags426-subscription-filters-lower): active, on hold, recurring; subscription cancel date; completed initial; sold by (includes office, tech and sales accounts); preferred techs; route regions; sold, due, custom, expiration and renewal date pairs; subscription PO number; initial and recurring price and contract value with comparisons; frequency (As Needed, OneTime, every 3 to 180 days, Once a Year, Custom Schedule); seasonal; agreement length in months; signed agreement and sent/signed dates; subscription AutoPay; Subscription Bill To (Self/Other); followup service; recurring billing; billing frequency (After Each Completed Service, Upon Renewal, every 28 to 360 days, Custom Schedule); billing date; subscription source; include/exclude subscriptions; category (Mosquito, SYSTEM); subscription flags; last completed; Last Completed Paid; Sentricon Connected; Unit of Measure (SF, LF, CNT). Meaning in Service agreements and renewals.
Customer Location (414-customer-location-filters): map code, address, city, zip; country (Any, Brazil, Canada, Germany, Guam, United Kingdom, United States, Virgin Islands; filter options, not support guarantees); state; county including [County Not Set]; Lat / Lng / Distance (unit not given); Square Feet Between. See Service location.
Billing Account (415-customer-billing-account-filters427-billing-account-filters-lower): balance age and account balance; responsible balance age and responsible balance; max monthly charge; Customer Auto Pay (N/A, No, Yes, Credit Card, ACH); payment profile status (Valid/Invalid); invoice numbers and invoice PO numbers; earliest due date; payment days past due; Year In Full; has credit card / has ACH; active convenience-payments plan; Responsible Payer (Self/Other, account level, distinct from Subscription Bill To); Collections Stage (Not Sent/Pending/Sent). See Payments and collections.
Billing Address (416-customer-billing-address-filters): billing last/first name, address, city, state, zip, country. No county, distance or area filter. Distinguishes where financial mail goes from where service happens.
Service Appointment (417-service-appointment-filters419-service-appointment-filters-upper-middle418-service-appointment-filters-middle420-service-appointment-filters-lower): scheduled for, created on, date skipped; skipped reasons (Auto-Skipped, Prepay Upsell, Unspecified); skipped and opted-out services; date opted-out; date service was due; scheduled by / completed by / serviced by; auto scheduled; paid between; service balance; services; initial service; category; status (Pending, Completed, Not Serviced, Canceled, Rescheduled, Auto-Skip, Skipped, Opted-Out); show appointment reminders; feedback rating (stars); target issues / excluded pests; stand-alone services; appointment flags; appointment and unit custom fields; show tech notes; subscription appointment number; serviced interior; images uploaded; appointment checklist data. See Scheduling and appointments and Work order.
Customer Search: columns, List By and saved reports
List By: Customer (default), Subscription, Service Round. Only the choice was seen, not the resulting rows.
Columns To Display (output catalog, names only): customer identity and class (Customer Number, Customer Link, Customer Status, Customer Added, Account Type, Company Name, Company, Office Name, Division, Sub-Property Type); contacts (Phone 1/2, Email Address, ECA Email, Agreement Email, Additional Contacts and their phones and emails); service location (address fields, Latitude, Longitude, Map Code, Square Feet, Customer Units, Appointment Units, Linked Properties); billing identity and address; Bill To party fields (Bill To Customer ID and Bill To billing name, company, email and address); payment profile (Customer/Subscription Auto Pay, profile type, gateway, last four, token, Monthly Plan, YIF); balances and aging (Account Balance, Responsible Balance, Subscription Balance, A/R Aging, Responsible A/R Aging, Days Past Due, Earliest Due Date, Max Monthly Charge, Last Service Balance); collections stage and its update date and user; tax rates and codes; subscription identity, status and hold; sales (Sold By, Sold Date, Preferred Tech, Route Region, Special Scheduling); cadence and dates; prices, production values and discounts; agreement data; sources (Customer, Subscription and Lead Source and Sub-Source); lead data (assigned to, value, stage, status, lost reason, abandoned lead flags); lifecycle (Customer Cancellation Reason, Customer Date Canceled, Subscription Cancellation Reason, Subscription Date Canceled, Customer Last Completed, Subscription Last Completed); appointment data; flags and notes (Customer, Subscription, Appointment Flags, Red Notes, Yellow Notes); Measurement, Total Measurement. "Company" and "Company Name" both exist; equivalence unknown. A column's presence is not permission to export it.
Saved Reports: Enter Report Name; scope User / Office / Global (Global disabled, reason unknown); Not Default / Default; Save / Save as New; "No Saved Reports" shown.
Customer Search: Actions menu (432)
Scope (as labeled)
Actions
All matching records (all pages of current filters)
List filter types: Customer, Appointment, Equipment, Subscription, Region, Affiliate Network, E-commerce Local-SEO. The editor offers all but E-commerce Local-SEO. Four active customer flags in tenant. Display, mobile alerting and enforcement untested.
Additional Contact Types (270-271)
Global; Visibility; Search; + Additional Contact Type; row edit; type name (required); scope; visibility; save/cancel
Rows Other and Spouse. Business Contacts placeholder suggests property owner or realtor.
Cancellation and Hold Reasons (272-273)
Global; Visibility; System; Search; + Cancellation Reason; custom-row edit; Reason Description (required); scope; visibility; System state (No, not editable); save/cancel
Categories overlap: Scheduling Notes is in both Appointment and Billing.
Note Types (333-334)
Visibility; Global; System All/Yes/No; Search; + Note Type; Note Type (required); office scope; Hidden/Visible; save/cancel
About 70 types: billing, cancellation, scheduling, technician notes; contract, document, form and receipt email/SMS; group email/SMS/voice; reminder and reply; marketing; payment-profile removal; HTTP Hook; customer portal and subscription lifecycle; task; red and yellow notes. System types cannot be edited. A type's existence does not prove the event happened.
ZIP Search; Office; row edit; Category multi-select (a service category and SYSTEM); Paste zip codes here; Can Create in Unclaimed Areas (Do Not Allow / Allow); Share Zip Codes (No / Yes); save/cancel
Tenant row: Allow, No. Distinct from the Office Info map boundary and Route Regions.
Dashboard widgets: Active Customers; Average Customer Age; Frozen with Account.
Documented (manual): editing one user's permissions while a shared profile is assigned changes that profile for all its users; use Custom Profile for exceptions. Full matrix in Technicians and licenses.
Trigger Rules that act on the account (configured, never saved or run)
Customer Status trigger: When to Trigger (On Save / After Time); Status Changed To (Active, Any, Created, Frozen, Pending Cancel); Multi Unit; Include/Exclude Customer Flags; Divisions; Property Type. 237-trigger-customer-status
Actions that change the account: Add Flags (required multi-select of customer flags) 248-trigger-action-flags; Freeze Customers (cancellation reason and message; also freezes subscriptions on accounts this customer pays for) 249-trigger-action-freeze.
Many other trigger types filter by customer flags, divisions, property type, multi-unit and customer status. Engine details in Integrations and API.
Customer reports (controls)
Report
Controls
State seen
Cancellation (069)
Date (max 6 months), Report Type (only cancels, only pendings, cancels and pendings, pending history), Offices, Columns (date, reason, notes, annual value, annual value plus initial, sales rep, status, date sold, canceled by, service type, source, number of services and re-services, last serviced, last tech), Refresh, Export to CSV
Zero results for the day
Cancellation Reinstatement (070, 558)
Start/End Date, Service Types, Order (By Canceled Date / By Reinstatement Date), Days Frozen slider (selected range shown as 7 to 30), Refresh, Export to CSV
Blank body; purpose inferred from the name
Cancellation Subscription (071)
Date, Incl./Excl. Services, Advanced Filters, Refresh, Export to CSV
Start/End Date, Sources, Agreement Length, Group By (month, year, date), Refresh, Export to CSV; Growth/Attrition Timeline; Retention Calendar
Headings only. Counts subscription cancellations; changes to as-needed or one-time excluded; data from before the company used the software may be inaccurate
Customer Restore (076, 490)
Refresh, Export to CSV, Search; columns Customer ID, Customer Name, Employee Name, Date Changed, Action
Nine rows with Restore
Frozen Customers w/ Payment Accounts (083, 491)
Refresh, Export to CSV
Blank twice; unknown
Customer Access (074)
Start/End Date, Employee, Refresh, Export to CSV, on-page search, Show entries
One row; 20,000-log limit
Change Log Report (072)
Date, Offices, ChangedBy, Entities, Refresh, Export to CSV
Empty
Notes (086, 481, 482)
Date, Offices, Customer ID; Advanced: Customer Name, Note Types, Employees, Company, Content, Customer Status (All/Frozen/Active), Visible to Cust and Visible to Tech (Any/No/Yes); Refresh, Export to CSV; page size 50/100/500/1000; columns CustomerID, Customer, Notes, Date, Contact Type, Recorded By, Visible To Customer, Visible To Tech
Zero entries; 086 was still loading with the header "Monthly Services"
Alerts (063)
Start/End Date, Refresh, Export to CSV
Blank; what counts as an alert is not explained
Audit (065, 461-478)
Start/End Date, Refresh, Export to CSV, 19 check tabs
See How it works
Office Stats, Stats to Include
Counts that touch the account include notes, red and yellow notes, cancellation notes, cancel requests, pending cancellations/cancel pendings, save from CXLs, reactivations, re-instated subscriptions, portal cancel requests, password recovery emails, remove payment profiles and location instructions
Active Customers: see Terms. Shares are among the currently active population, filtered by creation date, not historic active state.
Average Customer Age: active customers grouped by years as a customer; start event, bucketing and formula not stated.
Cancellation Reasons: subscription cancellations, default last month, excluding One Time subscriptions and potential subscriptions that never had a completed appointment, so it differs from the Cancellation Subscription report.
AutoPay Percentage: active customers split into Valid AutoPay, Invalid AutoPay, Not on AutoPay.
Frozen w/ Stored Acct: frozen customers still holding a stored payment account; some gateways charge per stored account.
Subscription Sources: new subscriptions by source, counting only those still active that had a first service or have recurring billing.
What the research did not prove
Lifecycle. No customer was created, saved, frozen, unfrozen, canceled, removed, restored, merged, moved or transferred. A complete populated lifecycle (sale, recurring service, change, re-service, payment, cancel) was not shown. The first test customer is sparse; the populated customer (435-454) covers Overview, Subscription, Invoices, Appointments, Documents and Billing only; populated Info, Notes, Properties, Conditions, Equipment and Admin states are not established for it.
Checkout. Second-user access, timeout, crash recovery and lock recovery are untested. No public manual explains the customer-record lock.
Intake. Required fields, validation, duplicate detection and what Multi Unit or Structures add after saving are unknown. Sub-Property Type had no definitions. The Map field's meaning is inferred.
Customer Search. Run Report did not change the output (431); subscription-level rows, cross-subscription matching and child-billing aggregation are unproven. Saved reports, exports, bulk actions, permissions and match rules (wildcards, AND/OR, date inclusivity) are untested. Some screenshots show only the top of internally scrolling panels; the text files hold the full lists. The column selector screenshot is closed, so it is not the full catalog (text has it).
Meanings not explained on screen. Switch Over, Sales Rep APay, ECA, Move, Products (Admin tab), Year In Full, Monthly Plan/YIF, "Company" vs "Company Name", Missed on subscription cards, Account Age basis.
Business Contacts. Persistence, export format, permissions and whether updates flow to linked cards are unverified. The Business Contact checkbox on the additional-contact editor was not tested.
Communications on the account. SMS was unavailable (registration error banner). No note, task, email or voice message was saved or sent. Task creation from the global dock did not open an editor (377).
Reports. Frozen Customers w/ Payment Accounts (083, 491) stayed blank; Audit New Sales (459) showed no result; Cancellation, Reinstatement, Retention, Notes and Change Log showed zero or blank bodies for the captured day. Audit counts are screening, not confirmed defects, and the audit date rule is unverified.
History. Audit completeness and retention are unknown; stated per-query limits are not retention periods.
Permissions. No second-role session; Freeze, Remove, Move and own/other boundaries are labels, not tested enforcement.
Global search. The customer result card (532) is clipped on the right; opening a result was not tested.
Modules. Marketing Pro is not enabled on the customer (M Pro Sync tooltip). This does not mean other documented products are licensed or unlicensed.
Manuals. The Info Tab manual could not be opened; Notes, Documents, Admin, Subscriptions, Appointments and Invoices tab manuals were indexed but not read.
Ingestion gap. The project's knowledge-hub thread reports 19 screenshots that were never imported and showed as empty slots; this is a gap in ingestion, not proof they do not exist. Earlier v1 summaries named areas (Customer Portal, Fleet Pro, Marketing Pro) at limited depth and need reconciling with the current account. channel context
Open questions (from the assessment): Can an office user resolve a customer request from one connected history? What happens when dispatch, billing and a technician need the same card at once? Can each commercial site have its own instructions, access contact, PO, scope and billing treatment while the office keeps one coherent view? Can staff safely tell preview from send and editing from saving?
Ideas for Our CRM
Agent proposals, not decisions
Proposal: keep customer, subscription, appointment, invoice and payment as separate records under one account view, as FieldRoutes does, so one customer can hold several subscriptions of the same service type.
Proposal: if we lock a record while someone edits it, show who holds it, release it on timeout, and let an admin recover it; FieldRoutes' exclusive checkout blocks even viewing and its recovery is unproven.
Proposal: keep service contact, billing correspondence and the paying account as three distinct fields, and say in the UI which one a change affects.
Proposal: keep account cancellation and subscription cancellation as separate events with separate dates and reasons, and keep freeze, subscription hold and statement hold as clearly named, separate states.
Proposal: give every bulk action an explicit scope label (all matching, this page, rollback of a batch) as FieldRoutes does, and add a preview of affected records before running it.
Proposal: avoid unexplained markers (Switch Over, Sales Rep APay, ECA); every flag or checkbox should carry a definition.
Proposal: name things so they do not collide (FieldRoutes has a source called "Conditions" next to a Conditions tab, and "checkout" for both record locks and visits).
Proposal: offer reusable contacts (partners, referrers) that are not customers, but define whether edits propagate to accounts that use them.
Proposal: provide data-quality checks like FieldRoutes' Audit (duplicates, missing phone or email, bad geocode, differing addresses), with a clear date rule and links to fix each row.
Official FieldRoutes manuals
Read in research:
The Customer Card: Overview (updated 2025-12-05): the card centralizes the account; checkout blocks concurrent access; Transfer; Customer Since; A/R Turnover.
006-customer-billing · Customer Card, Billing tab (sparse customer)(Invoicing and billing terms): The Billing tab holds the billing contact and address (separate from the service address), billing phone/email and company, an AutoPay setting (No Auto Pay; tooltip: charges the full balance automatically), Collections Stage (Not Sent/Pending/Sent) and two invoice-consolidation checkboxes.
017-customer-send-email · Customer Card, Send Email composer(Customer messages and marketing): The Send Email to Customer composer has the recipient address, Subject, an Email Category selector (no categories listed), a rich-text body, and an 'Ignore Max Per Minute' option (checked) that sends immediately instead of following the office's per-minute sending limit.
018-customer-send-sms · Customer Card, Send SMS unavailable(Customer messages and marketing): The filename suggests an SMS composer, but none opened: the Send SMS button is greyed out while Add Note, Add Task, Send Email and Send Voice remain active.
019-customer-send-voice · Customer Card, Send Voice composer(Customer messages and marketing): The Send Voice Message to Customer form asks to select a prerecorded voice message from a list (no options shown) and has the same 'Ignore Max Per Minute' option as email.
022-customer-new-invoice · Customer Card, Create New Invoice dialog(Invoicing and billing terms): The Create New Invoice dialog asks for an invoice date, an amount, a service type (Misc Service or one of the company's service types) and the bill-to account (defaulting to the customer itself), with Cancel and Create.
029-customer-schedule · Schedule from Customer Card, Recommended Routes(Scheduling and appointments): Clicking Schedule on a customer puts the office user into a 'Currently Scheduling' mode for that customer and opens Recommended Routes, which suggests technician route-days for the visit.
048-manage-stored-cards · Manage Stored Cards(Payments and collections): Helps the office maintain stored payment cards: filters for expiry (already expired, this month, next three months), unused period, customer status and office, with columns for cardholder, card, token, expiry, last successful transaction, AutoPay card, Bill-To, bank update and date refreshed.
063-report-alerts · Alerts report(Reporting and analytics): Lists alerts for a start and end date range, with Refresh and Export to CSV.
237-trigger-customer-status · Trigger type: Customer Status(Integrations and API): Filters for customer status changes (active, created, frozen, pending cancel, any), on save or after a time, multi-unit, property type, flags and divisions.
375-history-dock · History dock(FieldRoutes hub): History opens Customer Access History, a list of recently opened customer records with timestamps, for quick navigation back.
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.
448-customer-appointment-detail · Appointment detail (pending visit)(Work order): Detail of a pending visit: Edit and Cancel, who scheduled it and when (system/API), date and time with a link to its route, and a Subscription selector (either of the two subscriptions, Stand-Alone Service or Reservice).
451-customer-form-options · New Form, choose form template(Service agreements and renewals): 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).
452-customer-billing-populated · Customer Card, Billing tab (populated)(Invoicing and billing terms): Billing Information for the populated customer: billing name, company, address, phone and email; AutoPay (No Auto Pay); Collections Stage (Not Sent); checked options to include invoice numbers on consolidated invoices and to auto-consolidate multi-service appointment invoices; Copy Billing Info, Assign New Billing Account, Save Billing Info; Default Bill To (the customer itself) and Additional Contacts.
453-customer-bill-to-selector · Billing tab, Select Bill To dialog(Invoicing and billing terms): Select Bill To opens a Select Billing Account dialog with a search box; its tooltip says the chosen account is responsible for paying invoices, and the Default Bill To applies to new invoices and subscriptions.
505-collections-revisited · Collections, loaded(Payments and collections): The collection accounts list loaded with 30 overdue accounts: balance, age, earliest due date, days overdue, contact and location, account status, collection stage, subscriptions on hold, AutoPay and payment status and last payment.
506-collections-advanced · Collections, advanced filters(Payments and collections): Adds the advanced collection criteria: AutoPay type and status, property type, paper/email preference, max monthly, include/exclude collection stage (not sent, pending, sent), minimum balance, On Hold and customer flags, over the same 30-row loaded list, where all 30 rows are checked.
The original research reports are kept unchanged in the archive. These are the sections that speak about this block:
admin/controls.md › Admin navigation: Admin top navigation: Business Contacts, Users, Teams/Departments, Route Templates, Preferences and Billing (the company's own FieldRoutes account), each with its purpose.
admin/controls.md › Business Contacts: Business Contacts: reusable partner/referral contacts that are not customers, with visibility filter, export, contact fields, contact type and SMS/email/voice preference checkboxes.
admin/controls.md › Preferences navigation: Index of the Preferences > Office Settings menu (office info, access profiles, billing letters, commissions, GL, preferences, social, time clock, triggers, vendors, task categories, composite stat, ZIP codes) and the collapsed groups.
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 › 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 › Trigger Rules through QuickBooks type: Trigger Rules engine: trigger types (ACH return, AR, appointment status, auto payment, chargeback, customer status, QuickBooks...), their filters, AR action list (flags, invoices, freeze, hold, email/SMS/mail/voice, collections stage, webhook) and placeholders.
admin/controls.md › Generic Flags: Generic Flags for customers, appointments, equipment, subscriptions, regions and affiliates, with code, description and status.
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 › 2. Residential and commercial operations: Residential vs commercial: Residential/Commercial and Single/Multi Unit/Structures classification, New Customer variants, Business Contacts are not customers, preset notes per property class, PO-expiry freeze and portal payment caps.
assessment.md › 8. Communications, tasks and customer follow-up: Communications and follow-up: notes/tasks on the customer, email/voice/SMS composition, SMS registration error, Customer Communication policy groups, global Tasks and Alerts docks, trigger message actions, Email Dashboard and undeliverable reminders.
assessment.md › 11. Usability and daily work: Usability: tabbed workspace, saved filters, help; blank/stuck states, dashboard gear attempt, History/Resources/Knowledge Base/App Launcher docks, customer search filters and global autocomplete.
assessment.md › 12. Permissions, audit and governance: Permissions and governance: Access Control Profiles and shared-profile propagation, two-factor policy, authorized contacts, customer history and AR Oversight/Customer Access audits, session expiry, eight own-user tabs (no separate users/permissions block, so placed in technicians).
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.
channel-context.md › FieldRoutes customer evidence and scope: FieldRoutes customer evidence scope: Ivan's customer-profile screenshot thread (asks what each button does, e.g. Conditions), 19 unimported screenshots, v1 navigation areas not verified.
customer-intake.md › What the property choices establish: Property classification (Residential/Commercial) is separate from unit mode (Single/Multi Unit/Structures); choosing Multi Unit or Structures shows no unit or structure editor before save; Sub-Property Type is empty.
customer-intake.md › Observed fields and controls: Field-by-field table of the intake form: names, phones, email, source/sub-source, property and unit mode, special scheduling, SMS/Email/Voice preferences, flags and status checkboxes, address/county/map/sq ft, tax rate, division, embedded map, Save/Close.
customer-populated-controls.md › Customer Card and Overview: Customer Card header and Overview tab controls: 12 tabs, checkout banner, customer since, account age, service counts, contract remaining, next service, balance, A/R turnover, prompts, Save/Close/Schedule/Transfer.
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 › Documents: Documents tab: upload, New Agreement (pick subscription), New Form (NPMA_33/33 attachment/99A/99B templates); nothing generated.
customer-populated-controls.md › Billing Information and default payer: Billing information and default payer: billing contact and address, AutoPay, collections stage, consolidation options, copy billing, assign new billing account, Default Bill To and Select Billing Account dialog.
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-search.md › Customer Account: Customer Account filters: account status, cancel date, subscriptions/appointments/linked properties/child billing, names, account and unit type, email, division, source, flags, payment and consent flags, tax; flags need List By Customer.
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.
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.
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 › 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 › 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.
global-controls.md › Shared navigation: Top bar and dock controls: logo, search by customer/invoice, New Customer, main areas, History, Tasks, Alerts, Clock, Resources, Map Code Wizard, Logout.
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.
report.md › What was inspected: Inspected-areas table: Dashboard, Customers, Scheduling, Billing, Sales, Reporting, Admin, global controls.
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/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.
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.
