FieldRoutes calls it: Invoice, Ticket Item, Misc Service
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, invoicing covers the charge documents a customer receives (FieldRoutes often calls an invoice a "ticket"), the rules that decide when and how often a subscription is billed, who pays (the "Bill To" or billing account), tax, payment terms (net days), statements and their inserted letters, invoice and statement footers, GL accounts and the reports that sum up what was invoiced. The research looked at 34 screenshots placed here and 72 more from other blocks. It covered the Customer Card Billing and Invoices tabs of a sparse customer and of a populated one (one real unpaid recurring invoice, its detail, its Actions menu and a rendered print preview), the invoice-related admin settings (Service Types, Service Plans, Bundles, Add-ons, Discounts, Custom Schedules, Frequency Options, Billing Letter Templates, GL Accounts, Office Billing Preferences, Office Info, Customer Communication groups, Prepayment Discounts and Letters), the billing reports (Billing by Service Type, Line Items, Sales Tax old and new, Prepayments, Audit checks) and global search by invoice number. Everything was read-only: no invoice was created, edited, sent, printed, consolidated, credited or deleted.
In short
Service cadence and billing cadence are separate settings. A real subscription is serviced every 90 days but billed monthly; its recurring invoice charges $120 while its "production" value is $360 (Observed, 439-existing-subscription-lower).
An invoice is its own record, separate from the appointment. A system-created recurring-billing invoice exists with Appointment Date "N/A" (Observed, 441-existing-invoice-detail).
Who pays is explicit. "Default Bill To" sets the paying account for new invoices and subscriptions; the manual says responsibility can be set per customer, per subscription and per invoice. Billing contact details are a separate thing from the payer (Observed 453-customer-bill-to-selector; Documented in the Billing tab manual).
Invoice timing is configured per Service Type, Service Plan and Bundle, and can be overridden on the subscription: initial invoice after completion, after signature, on a billing date or on a custom schedule; recurring billing after each service, on a fixed period or on a month-by-month custom schedule (Observed, 540-service-type-editor-clear).
Every money figure has its own meaning: invoice amount, production value, contract value, revenue and payments collected are different measures, and reports state different bases (accrual by ticket date, "Cash Hybrid" for sales tax).
The Billing-tab manual limits billing addresses to the US. This is the main acceptance condition for a non-US business (Documented).
Configuration was seen in depth; outcomes were not. No invoice posting, consolidation, tax calculation, statement run, credit memo or GL export was tested.
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.
006Customer Card, Billing tab (sparse customer)
The Billing tab holds the billing contact and address (separate from the service address), billing phone/email and company, an AutoPay setting (No…
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. It offers Copy Billing Info, Assign New Billing Account, Save Billing Info, a Default Bill To block (default payer for new invoices and subscriptions, here the customer itself) and Additional Contacts. Side links lead to + Add Payment Method and + Convenience Payments. Nothing was saved; the populated version is capture 452.
The Invoices tab shows the customer's Account Summary (balance and age, Last Letter and Last Email both None Sent), Email / Snail Mail / Print statement controls, a Payments area with + Add Payment, and side links to Account Balance Summary and + New Invoice. This test customer has a $0.00 balance and no invoices; the populated version is capture 440.
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…
Full description
Where: Customers > Customer Card > Invoices > + New Invoice Captured: 2026-11-02 15:36 UTC · Quality: clear
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. No invoice was created.
Summarises what was invoiced (and how much of it has been collected) for a date, grouped by service type by default with up to two sub-groups;…
Full description
Where: Reporting > Office > Billing by Service Type Captured: 2026-11-02 15:42 UTC · Quality: clear
Summarises what was invoiced (and how much of it has been collected) for a date, grouped by service type by default with up to two sub-groups; grouping choices include billing frequency, city, county and tax codes, customer source, division, GL account, invoice date/month/type, line item, office, PO number, region, sales rep, service bundle or category, technician and zip. Options: payment as-of date, revenue value versus production value, write-offs, include/exclude/only service plans and bundles, and Advanced Filters (not opened). Summary blocks show billings generated, invoice and line-item counts, billed amount, taxes, total invoiced, payments and tax collected. It has saved-report presets, Export to Excel, a chart toggle and a searchable table; all values are zero in this capture.
Itemises every charge on invoices (tickets) for a date range, with an option to show add-on codes.
Full description
Where: Reporting > Office > Line Items Captured: 2026-11-02 15:43 UTC · Quality: clear
Itemises every charge on invoices (tickets) for a date range, with an option to show add-on codes. Totals show count and quantity of line items and revenue; columns are description, category, item count, quantity, total and add-on code. A note says it is accrual based, uses the date the ticket was created, and itemises charges that Billing by Service Type groups under the main service. Values are zero and the table is empty.
Tracks prepayment offers sent to customers. Filters: date created, expiration date, service plans and office, with Hide Filters, Refresh and Export to CSV. Columns: prepay offer, service plans, office, communication method, total value, discount, tax collected, payments collected, total offers, and accepted base and upsell offers. The table shows zero entries.
The older sales tax report, still in the menu next to the newer one. It groups by state, county, county tax code or city tax code and shows one section per tax jurisdiction. Each section gives an accrual figure (tax collected out of tax invoiced for services in the period) and a 'tax applied' figure (a cash/accrual hybrid), with explanations. All amounts are zero; there is no export button.
The current sales tax report. Filters: date, group by state, county or city, office and property type (all, commercial, residential), with saved-report presets, Clear Filters and Export to CSV. Tables show total collected, revenue, non-taxable and taxable revenue, and tax by city, county, five districts, state and other. The page explains FieldRoutes' 'Cash Hybrid' method: revenue and tax count when cash is applied to an invoice, prepayments count only once invoiced, late payments count when received, and coupon payments are excluded. It points to Billing by Service Type or Payments by Service Type for accrual or cash accounting.
Edit form for the return address printed on invoices, statements, service notices and emails (P.O. box allowed), shown with the separate physical-location address used as the route start/end. Not saved.
List of text blocks that are inserted into customer statements by days past due and payment-method status, e.g.
Full description
Where: Admin > Preferences > Office Settings > Billing Letter Templates Captured: 2026-11-02 16:13 UTC · Quality: clear
List of text blocks that are inserted into customer statements by days past due and payment-method status, e.g. friendly reminders for slightly late and firmer wording for long overdue accounts. Filter by invalid payment method, search, 2000-character limit and placeholder notes.
Form with minimum and maximum days past due, invalid payment method (No/Yes/Any, meaning the last card charge failed) and letter text with…
Full description
Where: Admin > Preferences > Office Settings > Billing Letter Templates > + Billing Letter Templates Captured: 2026-11-02 16:15 UTC · Quality: clear
Form with minimum and maximum days past due, invalid payment method (No/Yes/Any, meaning the last card charge failed) and letter text with placeholders for billing name, last service date, balance age and days overdue. Not saved; no statement generated.
Overview of office-wide policies in separate editable sections: contract defaults, routing options, billing preferences, other options, two-factor settings, brand colors and month closing (with a Close Month button, not used). Shows this account's current values.
Billing policy: address position on documents, ZIP-based tax (rates update within 24 hours), default net days, tax-exempt states, manual invoice consolidation, portal payment caps for residential and commercial, portal renewal and plan display, technician tips, automatic reversal of failed ACH, freeze on PO expiry, convenience payment receipts and soft-decline retry, hold and threshold. Not saved.
Communication settings editor for 'Account Statement Tear Sheet', opened unchanged and cancelled. A No/Yes setting that adds an invoice-summary tear sheet to printed or mailed statements; the screen says the mailed version includes a return envelope and costs $0.20 extra per statement. It is No in this tenant. The filename only gives the group number.
285Customer Communication: Accounts Receivable Hold Time (group 4)
Communication settings editor for 'Accounts Receivable Hold Time', opened unchanged and cancelled.
Full description
Where: Admin > Preferences > Customer Preferences > Customer Communication > Accounts Receivable Hold Time > edit Captured: 2026-11-02 16:35 UTC · Quality: clear
Communication settings editor for 'Accounts Receivable Hold Time', opened unchanged and cancelled. Separate residential and commercial day counts (15 each here) for how long to wait before re-sending a statement by the same method. It is a statement-repeat delay, not a service freeze. The filename only gives the group number.
289Customer Communication: Invoice Footer Text (group 8)
Communication settings editor for 'Invoice Footer Text', opened unchanged and cancelled.
Full description
Where: Admin > Preferences > Customer Preferences > Customer Communication > Invoice Footer Text > edit Captured: 2026-11-02 16:36 UTC · Quality: clear
Communication settings editor for 'Invoice Footer Text', opened unchanged and cancelled. Rich-text footer printed on invoices (stated max 1000 characters). The existing tenant text is template content, not checked as legal guidance. The filename only gives the group number.
290Customer Communication: Statement and Invoice Footer Text (group 9)
Communication settings editor for 'Statement and Invoice Footer Text', opened unchanged and cancelled.
Full description
Where: Admin > Preferences > Customer Preferences > Customer Communication > Statement and Invoice Footer Text > edit Captured: 2026-11-02 16:36 UTC · Quality: clear
Communication settings editor for 'Statement and Invoice Footer Text', opened unchanged and cancelled. Rich-text footer applied to both statements and invoices. The existing wording about finance charges is template text, not a verified charge rule. The filename only gives the group number.
Dictionary of discounts offered for paying a service plan in advance. Visibility filter, Search, + Discount Template and Discount Name/Discount/Description/Visibility columns; the list is empty.
Blank form with required Discount Name, Discount and Description and Hidden/Visible, with save/cancel. The Discount field shows no percent or currency unit, so how it is applied is unclear. Nothing was saved.
The Invoices tab for the populated customer lists one unpaid recurring-billing invoice with its initial and remaining balance and date. The Account Summary shows balance, Last Letter / Last Email (None Sent), Email / Snail Mail / Print, and Payments with + Add Payment. Nothing was sent or paid.
Detail of an existing invoice: invoice date, due date, days to pay, appointment date (N/A, so this recurring invoice is not tied to a visit), service address, billing account, created by (System), PO number and notes. Charges show the service line, amount, Taxable checkbox, + Discount, + Add Ticket Item and Production with a formula tooltip ((service frequency / billing frequency) x invoice total) and a custom-production switch, then subtotal, discounts, tax, total and payments/balance. Nothing was changed.
The invoice's Actions menu offers Email Invoice, Print Invoice, Snail Mail Invoice, Delete Invoice and Credit Memo. Only Print was used afterwards (443); nothing else was selected.
A real rendered invoice document: company header, customer and service address, invoice and account numbers, invoice date, terms (NET 0 / Upon Receipt), one service line with quantity, price and subtotal, totals, amount paid and amount due, an additional-notes box and footer wording on finance charges. A 'Mark Letter as Sent' control exists but was not clicked; nothing was printed or mailed.
The Account Balance Summary is a customer ledger view: Actions and refresh, a date range (today only here), a This Account / Responsible For switch, beginning and ending balance ($120.00 each), and columns Item, Account #, Description, Invoice Amount and Payment. The switch is set to Responsible For and the table is headed 'Responsible For', so the empty table lists what this customer pays for on other accounts; no rows there is expected. The This Account view was not captured.
The date-range picker for the ledger offers Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, Last Year, All History and…
Full description
Where: Customers > Customer Card > Invoices > Account Balance Summary > date range Captured: 2026-11-02 20:08 UTC · Quality: clear
The date-range picker for the ledger offers Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, Last Year, All History and Custom Range, with Apply and Cancel.
The same ledger after choosing All History shows the range 01/01/1900 to 11/02/2026, still with Responsible For selected. Balances are unchanged ($120.00) and the Responsible For table stays empty, which is expected unless another account names this customer as payer. The This Account view with All History was never captured, so the customer's own ledger was not shown either way.
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. Side links: + Add Payment Method, + Convenience Payments. Nothing was saved.
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…
Full description
Where: Customers > Customer Card > Billing > Default Bill To > Select Bill To Captured: 2026-11-02 20:14 UTC · Quality: clear
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. The current payer stays the customer itself; nothing was selected.
One of the 19 data-quality checks in the Audit report, selected on its own: it lists monthly-billed subscriptions whose billing is past due (help…
Full description
Where: Reporting > Office > Audit > Past due monthly billing Captured: 2026-11-02 20:31 UTC · Quality: clear
One of the 19 data-quality checks in the Audit report, selected on its own: it lists monthly-billed subscriptions whose billing is past due (help text says this can follow an old date or another error). 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.
One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that carry a charge (re-services are normally…
Full description
Where: Reporting > Office > Audit > Re-services having a charge Captured: 2026-11-02 20:33 UTC · Quality: clear
One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that carry a charge (re-services are normally free). 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.
One of the 19 data-quality checks in the Audit report, selected on its own: it lists a log of locked accounting periods.
Full description
Where: Reporting > Office > Audit > Locked periods audit log Captured: 2026-11-02 20:37 UTC · Quality: clear
One of the 19 data-quality checks in the Audit report, selected on its own: it lists a log of locked accounting periods. The panel shows 0 locked periods 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.
Where: Reporting > Office > Billing by Service Type > Toggle Chart Captured: 2026-11-02 20:42 UTC · Quality: clear
Billing by Service Type with the chart turned on. It shows the 'Billings Generated' chart, quantity, invoice and collections stats (all zero) and the table with description, invoices, line-item quantity, total collected, tax collected, tax invoiced, payments collected and billed. Revenue versus production value, write-off and plan/bundle options are visible. The table states zero entries.
Invoice / Ticket: The charge document. The UI and reports use both words: invoice detail has "Ticket Info" and "+ Add Ticket Item"; Line Items itemizes "tickets". Same thing, two names. Observed441-existing-invoice-detail, 084-report-line-items
Ticket Item / Line item: One charge line on an invoice (service, add-on, fee). Observed441-existing-invoice-detail
Misc Service: A generic service choice for a manual invoice or line, next to the company's own service types. Observed022-customer-new-invoice
Billing Account: The customer record that pays. On a subscription or invoice it shows "SELF" when the customer pays its own bills. It is a payer, not a ledger or a bank account (false friend). Observed437-existing-subscription-detail, 441-existing-invoice-detail
Default Bill To: The default paying account for new invoices and new subscriptions. The tooltip says the chosen account "is responsible for paying invoices". Observed453-customer-bill-to-selector
Assign New Billing Account / Copy Billing Info: The manual says Assign New Billing Account changes the responsible customer (Default Bill To); Copy Billing Info only copies correspondence details between linked accounts. Documented, Billing tab manual; buttons Observed 452-customer-billing-populated
Billing Information: Billing name, company, address, phone and email: where financial mail goes. Changing it does not change who pays. Observed452-customer-billing-populated
Responsible Payer / Responsible For / Responsible Balance: Account-level view of who pays and what a payer owes for other accounts. Separate from "Subscription Bill To". Observed427-billing-account-filters-lower, 444-account-balance-summary
Production / Production Value: The normal service price used for valuation, not the billed amount. On recurring billing the tooltip formula is (service frequency / billing frequency) x invoice total; it can be switched to Custom Production. Observed441-existing-invoice-detail, 439-existing-subscription-lower
Charge (recurring ticket): The amount billed each billing cycle. The tooltip says the recurring ticket is the per-cycle charge and production is the normal service price. Observed437-existing-subscription-detail
Contract Value: Its scope depends on the screen: the subscription says "including initial service"; the dashboard average contract value excludes it. Not interchangeable. Observed437-existing-subscription-detail; domain model
Billing Frequency: How often the subscription is billed. Separate from Appointment Frequency (how often it is serviced). Observed540-service-type-editor-clear
Frequency (Frequency Options): A typed list covering seven different policies (Auto-Schedule, Fill Routes Buffer, Initial Followup, Recurring Billing, Subscription, Renewal, Convenience Payments), counted in days or appointments. "Frequency" alone is ambiguous (false friend). Observed169-settings-frequency-options
Initial Invoice: When the first invoice is created: After Initial Completion, After Agreement Signed, On Initial Billing Date or Custom Schedule. Observed437-existing-subscription-detail
Recurring Billing / Recurring Billing Starts: Billing on a schedule, independent of visits; it starts from the sold date or from initial completion. Observed540-service-type-editor-clear, 141-settings-bundle-form
Next Billing: The next billing date on the subscription. The tooltip says a past date causes a charge within 24 hours. Observed437-existing-subscription-detail
Days to Pay: Shown on invoice detail (-18 on the inspected invoice). Sign and formula not verified. Observed441-existing-invoice-detail
Taxable: A per-line or per-definition tax flag. A checked Taxable line coexisted with zero tax on the inspected invoice. Observed441-existing-invoice-detail
Use Zip Based Tax: Office option to take tax rates by City/County/Zip. Its tooltip says that after it is turned on "it will take up to 24 hours" for customers' tax rates to be updated. Observed220-office-billing-preferences-editor
Billing Letter Template: Text inserted into a statement. The UI help says by "criteria such as days past due and auto pay status"; the editor's criteria are days past due and Invalid Payment Method. Not a standalone letter or email (false friend). Observed204-billing-letter-templates
Invalid Payment Method: The UI defines it as an account whose last credit-card transaction failed. Observed205-billing-letter-template-editor
Accounts Receivable Hold Time: Days to wait before re-sending a statement by the same method. Not a service or payment freeze (false friend). Observed285-communication-section-4-editor
Account Statement Tear Sheet: Optional invoice-summary tear sheet on printed or mailed statements; mailed version adds a return envelope at $0.20 extra per statement. Observed284-communication-section-3-editor
Credit Memo: An invoice Action and a permission ("Add/Edit Credit Memos"). What it produces was not seen. Observed442-existing-invoice-actions
Add-on: A supplement on a service or invoice. It covers fees (cancellation, late payment, NSF) and discounts, not only extra treatments (false friend). Observed144-settings-addons
GL Account: A general-ledger classification (number, title, description) used on services, add-ons and bundles. Not a connected ledger (false friend). Observed216-gl-account-editor
Invoice Address: The office return address printed on invoices, statements, service notices and emails (P.O. box allowed). Separate from the physical location used for routing. Observed200-office-invoice-address-editor
Month Closing / Locked Periods: Office closing date with a Close Month button; the Audit report keeps a Locked Periods Audit Log. Observed217-office-preferences, 478-audit-locked-periods
Collections Stage: Not Sent / Pending / Sent on the Billing tab and in filters. The manual calls the default "Not Set", and the UI itself also shows "Not Set" in every Collections row while the Collections filter offers "Not Sent". It is not proven that they are the same stored value. Observed452-customer-billing-populated, 506-collections-advanced; Documented, Billing tab manual
Mark Letter as Sent: A control on the invoice print preview. Not clicked; its effect is unknown. Observed443-existing-invoice-print-preview
Transfer (Customer Card): Hands the open card to another user. It does not change the payer (false friend). Observed435-populated-customer-overview; Documented, Overview manual
A/R Turnover: Average days until the full balance is paid. Documented, Overview manual; shown on 435-populated-customer-overview
Where it lives in FieldRoutes
Menus, pages and settings where this block appears 16 menu paths
Invoicing runs separately fromScheduling and appointments: billing cadence is independent of service cadence, and a recurring invoice can have no appointment date (441-existing-invoice-detail). Initial invoices can wait for initial completion.
Invoicing hands open balances toPayments and collections: AR, AutoPay, credits, collections, payment batches and convenience payments act on invoice balances; payments can be told which invoice to apply to first (024-payment-cash).
Invoicing keeps separate perService location: linked properties keep their own invoices and balances (Documented, Properties manual); the Audit flags differing service and billing addresses (473-audit-differing-addresses).
Invoicing pays commission throughTechnicians and licenses: Invoice commission profiles pay on invoice amount, production value or amount paid, by service/invoice date or payment date (211-commission-profile-invoice); permissions over invoices live in Access Control Profiles.
Invoicing is not FieldRoutes' own bill to the company: Admin Billing/Usage is a separate surface (FieldRoutes hub).
How FieldRoutes does it
Creating an invoice
Automatic invoices from a subscription (observed state, not executed). The populated customer has one unpaid invoice labelled "Recurring Billing", created by "System", invoice date and due date 10/15/2026, with a system note dated 2026-10-16 and Appointment Date N/A. So scheduled billing creates invoices that are not tied to a visit. This one record does not prove that every recurring invoice is appointment-independent. 440-populated-customer-invoices, 441-existing-invoice-detail
Initial invoice (configured, untested). The first invoice follows the Initial Invoice setting: after initial completion, after agreement signature, on an initial billing date or by custom schedule. 437-existing-subscription-detail
Manual invoice (seen, not created). Customer Card > Invoices > + New Invoice asks for invoice date, amount, service type (Misc Service or a company service type) and the bill-to account, which defaults to the customer itself. 022-customer-new-invoice
Invoices from automation (configured, untested). An AR Trigger Rule can run "Create Invoices" with a fixed or percentage value and a service type. Its tooltip says the age, past-due and balance filters then apply per invoice, not per customer. Other AR actions (Send Email, Freeze) use the responsible customer's balance instead. 231-trigger-rule-action-editor, 244-trigger-action-email, 249-trigger-action-freeze
What an invoice holds (observed)
Invoice detail shows invoice date, due date, days to pay, appointment date, service address, billing account (separate fields), created by, PO number, notes and Additional Notes. Charges list the service line (service type combobox), amount, a Taxable checkbox, + Discount, + Add Ticket Item, and Production with the formula tooltip and a "Switch to Custom Production" control (the production input is disabled until switched). Then come Sub Total, Total Discounts, Tax, Total, and a payments block (+ Add Payment, Charges, Payments, Balance). Nothing was edited. 441-existing-invoice-detail
Invoice actions and output
The Actions menu offers Email Invoice, Print Invoice, Snail Mail Invoice, Delete Invoice and Credit Memo. Only Print was used. 442-existing-invoice-actions
Print Invoice renders a real document (observed). It shows company header and logo, customer and service address, invoice and account numbers, invoice date, a license heading (blank value, not read as licensing status), terms NET 0 / Upon Receipt, one service line with quantity, price and subtotal, subtotals, total discounts, taxes, invoice total, amount paid and amount due, an Additional Notes box and footer wording: "A finance charge of 1.5% will be made on unpaid balances after 30 days." and "National Emergency Poison Control: (800)222-1222" (a public hotline in the template, not personal data). "Mark Letter as Sent" was not clicked; nothing was printed, mailed or emailed. 443-existing-invoice-print-preview
The footer wording comes from the Invoice Footer Text and Statement and Invoice Footer Text settings. Group 8 Invoice Footer Text holds the poison-control line (invoices only); group 9 Statement and Invoice Footer Text holds the 1.5% finance-charge line (statements and invoices). The separate Service Notifications Notes / Caution Statements setting also ends with the poison-control line. The finance-charge text is template content, not a verified charge rule. 289-communication-section-8-editor, 290-communication-section-9-editor
Who pays (observed controls, documented rules)
Customer level: Default Bill To sets the payer for new invoices and subscriptions. The Select Billing Account dialog searches for another account; the populated customer pays for itself. 453-customer-bill-to-selector
Subscription level: each subscription has its own Billing Account and Auto-pay Profile (Customer Default here). 437-existing-subscription-detail
Documented: the Billing-tab manual says responsibility can be set at customer, subscription or invoice level, and subscription AutoPay overrides the customer default. Retroactive reassignment of existing invoices was neither documented nor tested.
Documented: linked properties stay separate accounts with their own subscriptions, invoices, payments and documents; a payment to one property does not settle the others. The commercial product page describes consolidated invoices or separate charges per service address. Linking is not a pooled ledger. Properties manual
A Business Contact or Additional Contact does not become a payer just by being a contact. The billing contact editor has Contact Reason "Billing". 454-customer-additional-contact-editor
Billing cadence and amounts (observed record)
The populated subscription bills Monthly, Next Billing 2026-11-15, net billing days 0, initial invoice timing set, and is serviced Every 90 Days. The recurring invoice summary shows a $120 charge and subtotal against $360 production; the initial invoice summary shows production, initial charge and subtotal. The billing-frequency tooltip says the ticket amount is per billing cycle and production is the normal service price, and that a Next Billing date in the past causes a charge within 24 hours (not tested). 437-existing-subscription-detail, 439-existing-subscription-lower
Service Plans and billing (documented, configuration observed)
A Service Plan has its own billing frequency and billing start/end dates; the tooltip says the last recurring bill is generated on the billing end date. The Service Plan manual says service and billing schedules are separate and that incomplete custom billing amounts can leave a balance due at plan end. Each round has its own service charge, discount and subtotal. No plan invoice was generated. 137-settings-service-plan-form, 138-settings-service-plan-round
Bundles (configured, untested)
A Bundle can use Bundled Billing with its own Bundle Billing Frequency (every 4 weeks, monthly, alternate monthly, quarterly, semiannual, annual or upon renewal) and its own recurring-billing start. GL can be reported at bundle level or at service-type level. The Service Type manual's Bundle examples talk about project packaging, while the editor offers recurring billing; this needs clarifying with the vendor. FieldRoutes' 2024 feature review says Service Bundles can be sold, scheduled and serviced as a unit and billed on a consolidated invoice (Documented, public vendor page; no bundle invoice was seen) (official-source checks). 141-settings-bundle-form, 142-settings-bundle-service
Consolidation (configured, untested)
The customer Billing tab has two checked options: "Include individual invoice numbers on Consolidated Invoices" and "Auto-consolidate Multiservice Appointment Invoices". The office can "Enable Manual Invoice Consolidation". No consolidated document was produced. The Convenience Payments manual says that plan does not work with consolidated invoices or Renewal Billing. 452-customer-billing-populated, 220-office-billing-preferences-editor
Statements (menus seen, nothing sent)
From Customer Card > Invoices, the Account Summary shows balance and age, Last Letter and Last Email (both "None Sent"), and Email / Snail Mail / Print statement controls. 010-customer-invoices, 440-populated-customer-invoices
From Billing > Accounts Receivable, the bulk Actions menu offers Send Message, Print Statements, Snail Mail Statements and Email Statements. The menu label itself says nothing about cost; the only price seen is the Account Statement Tear Sheet tooltip: snail-mail statements with a tear sheet include a return envelope and "an additional charge $0.20 per statement". Existing AR rows show statement status cells such as Undeliverable, Sending and Printing that the research did not cause. 513-receivables-actions, 042-accounts-receivable
Billing Letter Templates insert conditional text into statements. The page's help says they are inserted "based on criteria such as days past due and auto pay status"; the editor's actual fields are minimum/maximum days past due and Invalid Payment Method (No/Yes/Any; the list filter for the same field adds All, the default), up to 2000 characters, with placeholders for billing name, last service date, balance age and days overdue and line/bold formatting. Priority between overlapping templates was not tested. 204-billing-letter-templates, 205-billing-letter-template-editor
Automated statements: the Trigger Rule "Send Email" action can send an email statement or a new message (with "ignore contact preferences"); "Send Snail Mail" can send a letter or a statement. Fulfilment and cost were not shown. 244-trigger-action-email, 247-trigger-action-mail
Prepayment Discounts (empty list) and Prepayment Letter Templates (empty list) define offers to pay a plan in advance. Letters have editable Body and Closing; the preview says "Services Section NOT Customizable". Placeholders cover customer and address, office contact, prepay discount name/value/description, portal prepayment and upsell links, letter date, offer expiry and template name. Separate communication groups hold pre-pay email and snail-mail templates for new subscriptions and for renewals. The Prepayments report tracks offers sent. 335-prepayment-discounts, 336-prepayment-discount-editor, 337-prepayment-letter-templates, 338-prepayment-letter-editor, 339-prepayment-letter-preview, 087-report-prepayments
Billing data in other documents (configured, untested)
Contract-template placeholders keep service and billing addresses apart and include financial totals and plan rounds; a placeholder preview is not an issued contract (evidence 277). Renewal Notice variables include next billing date, balances and separate bill-to information; no notice was sent (343-renewal-notice-editor).
Account ledger (partly observed)
Account Balance Summary has Actions, refresh, a date range, a This Account / Responsible For switch, beginning and ending balance, and columns Item, Account #, Description, Invoice Amount and Payment. Presets: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, Last Year, All History, Custom Range. Beginning and ending balance both read $120.00, matching the one unpaid invoice. With Today and with All History (01/01/1900 to 11/02/2026) the table stayed empty. In all three captures the Transactions switch is set to Responsible For (highlighted with a check mark, and the table is headed "Responsible For"), not This Account. So the empty table is the list of what this customer is responsible for on other accounts; no rows there is expected unless another account names this customer as its payer, and it says nothing about the customer's own ledger. The This Account view, with or without All History, was never captured, so the customer's own transaction history was not shown either way. 444-account-balance-summary, 445-account-summary-date-picker, 446-customer-historical-balance
From the Invoices tab, + Add Payment offers Cash, Check, Card, ACH and Coupon/Credit; each can limit distribution to a customer, a subscription and which invoice to apply to first; Coupon/Credit adds a Write Off flag. Nothing was recorded. 023-customer-add-payment, 024-payment-cash, 028-payment-credit. Payment detail and allocation are in Payments and collections.
Description, Code, Category, GL Account (inactive in the inspected form), office scope, Hidden/Visible, Recurring or One Time, Amount (sign convention untested), Taxable Yes/No, Mobile Sales Visibility, Dynamic Pricing, Skills. The catalog includes cancellation, late-payment, NSF, service-fee, miscellaneous and service-discount entries. List has visibility/scope filters, search and paging.
Discount Name, Description, scope, visibility, Percentage or Amount, value, Discount Code, Eligible Services (All Services by default), Total Invoices (number of invoices it applies to; using it keeps the discount off the bundle-level summary, so it applies only to individual subscriptions in a bundle or to standalone subscriptions), Display Start/End Date, "Allow this discount to be editable". Nothing was applied.
Frequency Options (169-settings-frequency-options, 170-settings-frequency-form): type Recurring Billing is one of seven types; Description, Type, Number, scope. A day-based label such as "Monthly/30 Days" does not prove calendar-month behavior.
Subscription Billing Options (437-existing-subscription-detail): Billing Account, Auto-pay Profile, Net Billing Days, Initial Invoice, Frequency (After Each Completed Service (Recommended), Every 4 Weeks, Monthly, Alternate Monthly, Quarterly, Semi-Annually, Annually, Custom Schedule), Next Billing.
GL Account #, required title, Description, scope, visibility; list with Global/Visibility filters and search. Used by Service Types, Add-ons and Bundles, and as a grouping in Billing by Service Type and Payments by Service Type.
Invoice Address (address, city, state, zip; P.O. box allowed) prints on invoices, statements, service notifications and emails. Company Name, internal and external office names, phone, email, website, license number and office logo (transparent PNG) also appear on documents; the printed invoice showed the company header and a license heading. Physical Location is separate (route start/end and chemical base). Legal business info (entity type, DBA, EIN, legal address) and Authorized Contacts (people allowed to make contract and financial decisions about the FieldRoutes account itself) are separate again.
First/Last Name, Billing Company Name, Billing Address/Zip/City/State/Country, Billing Phone, Billing Email, AutoPay (No Auto Pay; tooltip: charges full balance automatically), Collections Stage (Not Sent/Pending/Sent), "Include individual invoice numbers on Consolidated Invoices", "Auto-consolidate Multiservice Appointment Invoices", Copy Billing Info, Assign New Billing Account, Save Billing Info, Default Bill To / Select Bill To, Additional Contacts / + Add Contact, side links + Add Payment Method and + Convenience Payments.
Customer intake fields that affect billing (Customer account, form 370)
Enter Tax Rate (0.0000% blank), Prefers Paper (correspondence format), Paid In Full, Invalid Payment Method, Sales Rep APay (meaning unverified), Division, Residential/Commercial. Country defaults to United States; these are UI choices, not tax-jurisdiction guarantees.
12 checkboxes make a preset note available as a Service, Invoice or Office note for Residential, Commercial, Multi-Unit and Structure properties.
Permissions that govern invoicing (Access Control Profiles, form 203; see Technicians and licenses)
Transactions: View Transactions, Add Charges, Apply Payments, Edit Transactions, Refund Payments, Delete Invoices, Create Coupon, Negative Charges, Add/Edit Credit Memos, Complete appointment when period is locked.
Pricing: View Own Invoices, View Other Invoices, Edit Tax Settings (taxable status, exemption, customer rates across mobile and admin), Hide Commercial/Residential Price on Mobile, Ignore Min Initial Charge, Ignore Min Recurring Charge, Ignore Min Contract Value.
Billing: Assign Billing Account, View/Edit/Add Own Billing, View/Edit/Add Other Billing, Approve Forms, Create/Edit Convenience Payments.
Subscriptions: Create Discounts, Edit Discounts, Create Bundles, Edit Subscription After Agreement Signed / After Completed Services.
Financial Reports: View Billing by Service Type, View Payments by Service Type, View Forecast Report, View Tech Collections, View Sales Collections, View AR Oversight Report.
Consolidated Invoices: View and Edit/Actions (one of the billing report pairs).
QuickBooks Integration: Edit QuickBooks Features.
Web Dashboard Widgets include Collections Percentage, Receivables Aging, Recurring Billing, Debit Balance, Revenue by Service, Revenue by Month, Recurring Annual Revenue.
Billing Account group: Balance Age, Account Balance, Responsible Balance Age, Responsible Balance, Max Monthly Charge, Customer Auto Pay, Payment Profile Status, Invoice Numbers, Invoice PO Numbers, Earliest Due Date, Payment Days Past Due, Year In Full, Has Credit Card / ACH, Has Active Convenience Payments Plan, Responsible Payer (Self/Other), Collections Stage. Comparisons: =, not equal, greater/less and Between.
Billing Address group: billing last/first name, address, city, state, zip, country; no county or distance filter.
Subscription group: PO Number (subscription PO, distinct from invoice PO), Initial/Recurring Price, Contract Value, Subscription Bill To (Self/Other), Recurring Billing, Billing Frequency (After Each Completed Service, Upon Renewal, Every 28/30/60/90/180/360 days, Custom Schedule), Billing Date, Last Completed Paid.
Output columns: Billing and Bill To name/address/email fields, Bill To Customer ID, Account/Responsible/Subscription Balance, A/R Aging, Responsible A/R Aging, Days Past Due, Earliest Due Date, Max Monthly Charge, Last Service Balance, Sales Tax % (state, county, city, district, custom) and tax codes, Billing Frequency, Initial/Recurring Price, Recurring Total, Last Service Price, Subscription Contract Value, Annual Recurring Value, Initial/Recurring Production Value, Initial/Recurring Invoice Discounts, Monthly Plan, YIF. List By Customer, Subscription or Service Round; a Run Report attempt left output unchanged.
What was invoiced and how much was collected, for a date. Group By service type plus two sub-groups (billing frequency, city, county and tax codes, customer source, division, GL account, invoice date/month/type, line item, office, PO number, region, sales rep, service bundle or category, technician, zip). Payment as-of date, Revenue Value vs Production Value, Write Offs (Either/Yes/No), include/exclude/only Service Plans and Bundles, Advanced Filters (not opened). Summaries: number of invoices, count and quantity of line items, billed amount, taxes, total invoiced, payments collected (%), tax collected, total collected. Chart "Billings Generated"; table columns Description, Invoices, Line Item Quantity, Total Collected, Tax Collected, Tax Invoiced, Payments Collected, Billed; page sizes up to 10000. Saved reports, Export to Excel. All zero here.
Every charge on tickets for a date range, optional add-on codes. Accrual based, by ticket creation date (not the date the item was added); itemizes what Billing by Service Type groups under the main service. Totals: count, quantity, revenue. Empty.
Date, group by state/county/city, office, property type (all/commercial/residential); saved reports, Export to CSV. Tables: total collected, revenue, non-taxable and taxable revenue, tax by city, county, five districts, state and other. "Cash Hybrid": revenue and tax count when cash is applied to an invoice; prepayments count once invoiced; late payments count when received; coupons excluded (cash, check, card, ACH included). Points to Billing or Payments by Service Type for accrual or cash accounting.
Still in the menu. Group by state, county, county tax code or city tax code; per jurisdiction an accrual figure (tax collected out of tax invoiced for services in the period, rising as later payments arrive) and a "tax applied" cash/accrual hybrid figure. No export. All zero.
Prepay offers: filters date created, expiration, service plans, office; columns offer, plans, office, communication method, total value, discount, tax collected, payments collected, total offers, accepted base and upsell offers. Empty.
Dashboard money metrics that read invoices (vendor definitions, numbers not checked): Receivables Aging (invoice balance under 30 days is current, older is past due, plus balance of customers preferring monthly billing) 396-dashboard-metric-help-8; Recurring Billing (active recurring-billed subscriptions that paid their first bill, valued at the last paid invoice, normalized to monthly) 403-dashboard-metric-help-15; Revenue By Service (points to Billing by Service Type) 405-dashboard-metric-help-17; Revenue By Month (total and monthly average) 406-dashboard-metric-help-18; Recurring Annual Revenue (excludes initial service), Debit Balance (active customers' balance vs revenue in the past 30 days, can exceed 100%) and Collections % (Accrual, no help captured).
What the research did not prove
No invoice was created, edited, emailed, mailed, printed, deleted, credited or consolidated. Only Print preview rendered, and "Mark Letter as Sent" was not clicked.
No statement was generated or sent; billing letter priority and rendering are untested. Existing AR status labels (Undeliverable, Sending, Printing) were already there and prove no delivery.
Tax: the Taxable flag sat next to zero tax; no rate calculation, ZIP update, exemption or legal tax result was tested. The Sales Tax reports are zero-value; the "Cash Hybrid" text is the vendor's explanation, not advice.
Production formula units and rounding are not defined; Custom Production was not tried. Days to Pay (-18) sign and formula are unverified.
Who pays: no alternate payer was selected; retroactive reassignment, the scope of Assign New Billing Account, and a cross-customer responsible-payer ledger were not shown. Account Balance Summary was only captured with Responsible For selected (empty, which is plausible); the This Account view and its All History ledger were never shown.
The past-Next-Billing "charge within 24 hours" rule, initial-invoice timing, Recurring Billing Starts, Service Plan billing end and plan-end balance were not exercised. No Plan or Bundle invoice was seen.
Custom Schedule edge cases (missing fifth weekday, leap year, holidays, time zones) are unknown. Frequency Options units differ by type.
Prepayment Discount has no visible percent or currency unit; how it applies is unclear.
GL Accounts is a classification list only; no journal, ledger mapping or accounting export. QuickBooks events are a rule surface, not a connection. Month closing and locked-period corrections were not run.
Credit Memo and Delete Invoice outcomes, and the meaning of "Year In Full", "Monthly Plan", "YIF" and "Sales Rep APay", are unknown.
Add-on amount sign convention (fees vs discounts) and Dynamic Pricing formulas were not inspected.
Vendors (253-vendors) is a plain name list; what uses it (for example invoices or purchasing) is not shown.
Report states: Billing by Service Type, Line Items and Prepayments loaded with zeros; Unpaid Initial and Expiring PO Numbers results are blank; Payments by Service Type was still loading; Advanced Filters were never opened. Audit counts are for customers entered on the captured day only, and the date-filter meaning is unverified.
Wording differences to confirm with the vendor: Collections Stage "Not Sent" (Billing tab and filters) vs "Not Set" (manual, and the Collections list cells in the UI); Bundle as project packaging (manual) vs recurring Bundled Billing (editor); subscription billing frequency labels (Monthly, Quarterly...) vs Customer Search labels (Every 30/90 days, Upon Renewal); Sales Tax (OLD) and Sales Tax both in the menu with different methods.
The assessment's acceptance questions for this block stay open: reconcile realistic service charges, prepayments, partial payments, credits, refunds, failed payments, taxes and consolidated invoices to the bank and the general ledger; show month-end corrections and who may make them; prove prices, discounts, taxes, production value and invoice timing across first service, later rounds, late enrollment, missed rounds and cancellation; show which configuration changes affect existing subscriptions versus new ones.
Billing outside the US: the manual excludes non-US billing addresses; country choices in forms do not prove international support.
Ideas for Our CRM
Agent proposals, not decisions
Proposal: keep service cadence and billing cadence as two separate fields on the agreement, as FieldRoutes does.
Proposal: store the payer at customer, agreement and invoice level, with a clear rule for which one wins, and show it on every invoice.
Proposal: keep billed amount, production value and contract value as separately named measures, and state each report's basis (accrual by invoice date, cash, hybrid) on the report.
Proposal: allow invoices without a visit (scheduled billing) and show "no visit" explicitly instead of a blank.
Proposal: support non-US billing addresses and tax from the start, since this is the FieldRoutes gap the assessment calls out.
Proposal: decide early which payment plans work with consolidated and renewal invoices, to avoid the conflicts the Convenience Payments manual documents.
Proposal: treat statement inserts, footers and re-send delays as statement settings, kept apart from general message templates.
Proposal: test month closing and post-close corrections before go-live, with permission control over who can correct.
Official FieldRoutes manuals
Read in the research (Documented):
The Customer Card: Billing Tab (published 2026-05-21): US billing addresses only; responsibility at customer, subscription or invoice level; subscription AutoPay override; Assign New Billing Account vs Copy Billing Info; Max Monthly Charge as a rolling 30-day cap; seven-day buffer on preferred billing date; processors hold card data.
Adding a Service Type Subscription (updated 2025-12-16): one-off or recurring subscriptions with editable defaults; scheduling separate from invoicing, payer and payment source; multi-unit quotas; Bundle wording.
Adding a Service Plan Subscription (updated 2026-08-31): separate service and billing schedules; plan-end balance when custom billing undercovers charges.
Convenience Payments: Overview (updated 2026-08-27): conflicts with Renewal Billing and consolidated invoices; one-time add-ons bill separately; exclusion affects statements.
024-payment-cash · Add Payment, Cash(Payments and collections): The Cash payment form has Payment Amount, Confirm Amount and customer payment notes, with Record Cash / Record Payment.
026-payment-card · Add Payment, Card(Payments and collections): The Card payment form offers Use Card On File (crossed out, no card stored), Single Use Card (selected) and Existing Transaction.
027-payment-ach · Add Payment, ACH(Payments and collections): The ACH payment form offers Use Account On File and Existing Transaction (selected).
028-payment-credit · Add Payment, Coupon / Credit(Payments and collections): The Coupon/Credit form records a non-cash credit: amount, confirm amount, Coupon Code, Description and notes, with Record Coupon.
040-billing · Billing, AutoPay Balances(Payments and collections): The Billing area opens on AutoPay Balances: customers on card or bank (ACH) AutoPay who still owe money, so the office can see who should be charged.
041-autopay-advanced · AutoPay Balances, advanced filters(Payments and collections): Adds the advanced AutoPay Balances criteria: balance age bands, paper-statement preference, has-email, maximum-monthly flag, collection stage (not sent/pending/sent) and include/exclude customer flags, plus saved-report controls (name, user/office scope, default, save).
045-payment-history · Payment History, early view(Payments and collections): Payment History (Payment Reports) lists recorded payment transactions with method tabs, status and origin filters and summary totals.
080-report-expiring-po · Expiring PO Numbers(Commercial accounts): Finds purchase order numbers that expire in a date range, filtered by subscription status, office and whether a future PO number is already on file.
088-report-payments-service-type · Payments by Service Type(Payments and collections): Summarises payments received for a date, grouped by service type by default with up to two sub-groups (choices include billing frequency, city, county, customer source, division, GL account, invoice, month, office, payment date, payment type, region, sales rep, service bundle, technician, year, zip).
103-report-unpaid-initial · Unpaid Initial(Payments and collections): Lists initial (first) services that have not been paid, for a start/end date range, with Refresh and Export to CSV.
135-settings-service-type-form · New Service Type form(Service agreements and renewals): Large definition form that sets one service's whole policy: appointment frequency and season, contract length and signature, allowed products, commission percentages, tax, minimum charges, separate billing frequency and initial-invoice timing, initial and recurring invoice templates, skills and Fill Routes buffers, follow-up and reminder communications, and mobile-sales visibility.
137-settings-service-plan-form · New Service Plan form(Service agreements and renewals): Form for a service plan: contract length and signature, plan start/end dates, allowed additional services (blank allows all), commission percentages, billing frequency and billing start/end dates, net terms, convenience payments and prepay discount, billing emails and receipts, base and maximum discount, leaderboard inclusion.
141-settings-bundle-form · New Bundle Template form(Service agreements and renewals): Form for a service bundle: name, description, category, scope, contract lengths, bundled billing and its frequency, recurring billing start basis, signature, visibility to sales reps (creation from the mobile app), leaderboard inclusion, GL account and whether GL is reported at bundle or service-type level, plus Services and Discounts areas.
142-settings-bundle-service · Add service to bundle(Service agreements and renewals): Component editor for adding a service type to a bundle: service type choice, switches to allow customers' bundles to add or remove services, the selected type's pricing, frequency and commission details, initial and recurring quotes, discount, production settings and totals.
145-settings-addon-form · New Add-on form(Service agreements and renewals): Form for an add-on: description, code, category, GL account, scope, visibility, one-time or recurring, amount, taxable, mobile-sales visibility, dynamic pricing and required skills.
157-settings-custom-schedules · Custom Schedules list(Service agreements and renewals): List of custom calendar rules, filtered by use (Subscription, Recurring Billing, Initial Billing), office scope and Common/Uncommon, with search and + Custom Schedule Template.
158-settings-custom-schedule-form · New Custom Schedule form(Service agreements and renewals): Form with name, type (subscription, recurring billing or initial billing), scope, common flag and one section for each month January-December, where you can add a specific date or a weekday rule.
165-settings-discounts · Discounts list(Service agreements and renewals): Catalog of reusable discounts with scope and visibility filters, search and + Discount.
166-settings-discount-form · New Discount form(Service agreements and renewals): Form for a discount: name, description, scope, visibility, percentage or fixed amount, value, discount code, eligible services, number of invoices it applies to, display start/end dates and whether it stays editable.
169-settings-frequency-options · Frequency Options list(Service agreements and renewals): Typed list of reusable timing and count values: Auto-Schedule, Fill Routes Buffer, Initial Followup, Recurring Billing, Subscription, Renewal and Convenience Payments.
193-mobile-preset-note-form · New Preset Note form(Work order): Form with description, note text, scope and 12 checkboxes that make the note available as a Service, Invoice or Office note for Residential, Commercial, Multi-Unit and Structure properties.
196-office-info · Office Info overview(FieldRoutes hub): The office's own setup page with separate sections: contact info, legal business info, authorized contacts, invoice address, physical location, territories, logo and map position.
197-office-contact-editor · Office contact info editor(Customer messages and marketing): Edit form for company name, internal and external office names, phone, email, website, license number, office IP and time zone.
211-commission-profile-invoice · Invoice commission profile(Technicians and licenses): Rule set for commission on invoices: date basis (service/invoice date or payment date), pay on invoice amount, production value or amount paid, payees (sales rep, secondary/tertiary rep, team leader, technician, scheduler) and options for stand-alone work, contracted work, zero-value invoices, coupons, splits and paid-in-full requirements.
230-trigger-rule-editor · New trigger rule (AR type)(Integrations and API): Trigger form with description, scope, start/end dates, active state and one of 12 types (ACH Return, AR, Appointment Status, Auto Payment, Chargeback, Customer Status, QuickBooks, Reminders, Renewal, Subscription Due, Subscription PO, Subscription Status).
253-vendors · Vendors list(Chemical use and state reporting): Vendors list with Global and Visibility filters, search and + Vendor; columns Description, Global, Visibility.
280-customer-communication · Customer Communication overview(Customer messages and marketing): Full page of all 35 office communication settings groups: default SMS/voice/email, customer portal options, payment and receipt emails, delivery windows and rate limits, reminder and follow-up templates, invoice footers, prepay and renewal templates, agreement-signature messages and review requests.
281-customer-communication-preferences-editor · Customer Communication: general preferences editor (group 0)(Customer messages and marketing): Editor for the main defaults: Default SMS/Voice/Email, portal service cancellation, file uploads and auto-login links, online payments, payment receipts and recurring billing email, invoice on service notifications, attachments to follow-ups, bad payment method notifications, SMS auto-reply, follow-up email timing, voice confirmation and secretary, VoIP service, portal access and the FieldRoutes Payments authorization text (max 1600 characters).
427-billing-account-filters-lower · Customer Search, Billing Account filters (bottom)(Customer account): 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).
435-populated-customer-overview · Customer Card, Overview tab (populated customer)(Customer account): 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.
454-customer-additional-contact-editor · Billing tab, Add Additional Contact editor(Customer account): 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.
508-payment-history-loaded · Payment History, loaded (today)(Payments and collections): Payment Reports loaded for the current day with method tabs (all, card, ACH, cash, check, coupon) and filters: transaction date (defined as when the transaction was created in FieldRoutes Payments), office/collection payment flags, payment status (success, failed, disputes, ACH returned), card type, coupon, method, office, reversed payments, disbursement, payment origin (manual, portal, batch, trigger, collections, API, import, convenience payment), agency payments, write-offs and flags.
512-receivables-advanced-filters · Accounts Receivable, advanced filters(Payments and collections): Shows the AR configuration choices: balance age, payment due and days overdue filters, paper/email preference, max monthly, Group By Bill To or Invoice, Determine Aging By account balance or individual invoice balances, Aging Start Date invoice date or due date, Convenience Payments invoices (exclude, include, only), collection stage and flags.
513-receivables-actions · Accounts Receivable, Actions menu(Payments and collections): The AR bulk Actions menu offers Send Message, Print Statements, Snail Mail Statements (paid postal mailing) and Email Statements for selected accounts.
537-receivables-totals-clear · Accounts Receivable, aging totals(Payments and collections): Accounts Receivable after dismissing a notification banner, with the 30-row list and the five aging summary cards (Total Owed, Current, Over 30, Over 60, Over 90 Days).
540-service-type-editor-clear · Service Type editor (new, clear recapture)(Service agreements and renewals): Full blank Service Type definition without the onboarding bubble: identity and GL account, appointment frequency, follow-up delay and length, season, contract lengths, allowed products, commission percentages, billing terms and frequency, minimum charges, initial and recurring invoice templates with production value, skills, Fill Routes buffers, reservice flag, reminder and follow-up email options and sales-rep visibility.
Research sections used for this page 94
The original research reports are kept unchanged in the archive. These are the sections that speak about this block:
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 › Service Types list and editor: Service Types list and full editor: frequency, contract lengths, allowed products, commission %, billing terms/frequency, minimum charges, initial/recurring invoice templates and production value, skills, Fill Routes buffers, reservice, reminder/follow-up settings, sales visibility.
admin/controls.md › Service Plans and service rounds: Service Plans and their service rounds: contract lengths, plan/billing dates, commissions, billing frequency, prepay discount, discounts, round dates, wait/order/max-delay rules and per-round pricing; unsaved-changes confirmation.
admin/controls.md › Service Bundles: Service Bundles: bundle templates, bundled billing and frequency, sales-rep/leaderboard visibility, GL level, component services with pricing, and bundle discounts.
admin/controls.md › Add-ons: Add-ons: recurring or one-time supplements with amount, tax, GL account, mobile sales visibility, dynamic pricing and skills.
admin/controls.md › Discounts: Discounts: percentage or amount, discount code, eligible services, invoice-count limit, display dates and editability.
admin/controls.md › Equipment Types and Frequency Options: Equipment Types (ID prefix, required to complete, active/frozen, bait default, barcode required, linked methods/issues/products) and Frequency Options typed by auto-schedule, Fill Routes buffer, follow-up, billing, subscription, renewal and convenience payments.
admin/controls.md › 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 › 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 › Named map of communication groups2–34: Named map of communication groups 2-34: answering machine detection, statement tear sheet, AR hold time, reminder and auto-reply SMS, invoice footers, prepay templates, e-consent, signature email/SMS, follow-up emails, caution statements, welcome/renewal SMS and voice, reviews, portal signing messages, auto-payment text.
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 › 3. Multiple properties and billing relationships: Multiple properties and payer: linked properties stay separate accounts with own balances, Default Bill To / billing account, Structure Templates, merge is irreversible; AR Freeze action reaches subscriptions of accounts the payer is responsible for.
assessment.md › 4. Service design, recurrence and pricing: Service design: Service Types (service and billing frequency, seasons, contracts, products, tax, commissions, templates, skills), Service Plans with ordered rounds and dependencies, Bundles, Add-ons; skip vs opt-out; Mobile Sales add-on warning.
assessment.md › 9. Billing, payments and accounting: Billing and payments: AutoPay, AR, credits, collections, batches, convenience payments, stored cards, disbursements, GL accounts, sales tax, billing preferences, US-only billing addresses, Payrix reconciliation; FieldRoutes' own subscription/usage billing is a separate surface.
assessment.md › 13. Integrations, migration and portability: Integrations and exit: API/Website Deals, Partner Sites, webhook action, QuickBooks events, report exports, API docs only partly readable; no tested connection, migration or exit.
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-intake.md › Software-fit questions still open: Open questions for commercial use: multiple sites under one payer, parent/child accounts, per-unit service and inspections, structure reuse, commercial agreements and unit-level reporting are not yet shown.
customer-populated-controls.md › Subscription Billing Options: Subscription billing options: billing account, AutoPay profile, net days, initial invoice timing, billing frequency choices, billing tooltip on charge vs production, next billing date.
customer-populated-controls.md › Recurring Services and scheduling preferences: Subscription service and scheduling settings: service type, frequency, duration, call ahead, seasonal, follow-up, routing region, preferred tech/day/time, timeline, initial and recurring invoice summaries ($120 charge vs $360 production).
customer-populated-controls.md › Invoice detail and Actions: Invoice detail and Actions: dates and days to pay, no appointment date, billing account, line items, taxable, production formula, totals, Email/Print/Snail Mail/Delete/Credit Memo.
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 › 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 › Billing Account: Billing Account filters: balances and aging (own and responsible), max monthly charge, AutoPay, payment profile, invoice numbers, due/past due, card/ACH on file, convenience plan, responsible payer, collections stage.
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 › Financial metrics: Financial metrics: collections %, receivables aging, payment types, frozen with stored account, recurring billing, debit balance, revenue by service/month, recurring annual revenue, with their bases and limits.
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.
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/controls.md › 068-report-billing-service-type — Billing by Service Type: Observed controls for Billing by Service Type (068): Summarises what was invoiced (and how much of it has been collected) for a date, grouped by service type by default with up to two sub-groups; grouping choices include billing frequency, city, county and tax codes, customer source, division, GL account, invoice date/month/type, line item, office, PO number, region, sales rep, service bundle or category, technician and zip.
reporting/controls.md › 088-report-payments-service-type — Payments by Service Type: Observed controls for Payments by Service Type (088): Summarises payments received for a date, grouped by service type by default with up to two sub-groups (choices include billing frequency, city, county, customer source, division, GL account, invoice, month, office, payment date, payment type, region, sales rep, service bundle, technician, year, zip).
reporting/controls.md › 463-audit-monthly-billing — Audit: Past Due Monthly Billing: Observed controls for Audit check: Past due monthly billing (463): One of the 19 data-quality checks in the Audit report, selected on its own: it lists monthly-billed subscriptions whose billing is past due (help text says this can follow an old date or another error).
reporting/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.
