Mobile app
Not shown in the Loom recording.
- Not shown in the Loom recording.
Not shown in the Loom recording.
How Well We Know This Block
A person sets it on a 5-step scale. Click a step to set it as Ivan (mock sign-in, top right).
1Earlier settings (1)Earlier settings (1)Earlier settingsEarlier settingsEarlier settingsEarlier settings (4)
Our CRM and the 4 Vendors
FieldRoutes calls it: FieldRoutes mobile app, PestRoutes Sales, Mobile Sales
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
FieldRoutes has mobile apps for technicians (service) and sales reps (Mobile Sales, sold as the SalesRoutes add-on). The research looked only at the office (desktop) side: the Admin > Preferences > Mobile settings, the mobile permissions in access profiles, mobile push-notification choices on the User Card, and settings elsewhere that say how something behaves in the app (checklists, bundles, service types, sales aides, two-factor login). No phone or tablet app was opened, no mobile session was run and nothing was sent. The research has 30 screenshots that touch this block (6 placed here and 24 from other blocks), all desktop configuration screens or staff location maps.
In short
- Everything here is office configuration. Native mobile behavior (offline work, sync, photo and signature capture, scanning, navigation) was not tested. The research rates confidence for mobile as low.
- Admin > Preferences > Mobile has seven entries: Default Settings, On My Way Notification, Competitors, Diagram Markers, Objections, Preset Notes and Spray Rigs.
- Mobile Default Settings split into Sales and Service. Service settings are completion gates for the technician: block completion when there is a balance, require products, require the interior-serviced choice, require scanned equipment confirmation, plus collection and payment rules.
- Access profiles have a "FieldRoutes Mobile App" permission group (override equipment scan, minimum contract length, payment/agreement prerequisites and availability windows; show Feedback, Timer, Sales Feed and Dashboard menus) and ten mobile dashboard widgets for sales reps.
- Observed: the SalesRoutes (Mobile Sales) subscription is Frozen in this account and changes need FieldRoutes support. That does not freeze the rest of the CRM.
- Observed: On My Way and Live Technician View controls are disabled although the page says SMS is configured and the Customer Portal is on. The cause is unknown.
- Two-factor login is supported only in the newer FieldRoutes mobile app, not in the older PestRoutes Sales and Tech apps (observed tooltip).
Screens: 6 captures
Upload a screenEach capture is a saved screen state from the FieldRoutes account on 2026-11-02. A screen shows what controls exist; it does not prove what happens when they are used.
Full description
Current mobile app policies in two parts. Sales: map code, appointment flexibility, default services, payment and signed-agreement prerequisites, contract-signed alert, default source, nearby-appointment distance and the Technician Earliest Available Spot shortcut (shows each technician's earliest open spot; applies to all mobile users). Service: look-ahead/back days, block completion when there is a balance, collection limits, payment holds, push notifications, products required, rescheduling, collection auto-apply, interior selection and equipment-scan confirmation. Values are this account's settings.
Full description
Edit mode of the sales defaults: require map code, appointment flexibility (flexible on route or fixed to spot), default recurring and initial service types, valid card/bank needed for AutoPay, alert on mobile contract signing, default customer source, signed agreement and payment method needed for scheduling, nearby distance and earliest-available-spot shortcut. Not saved.
Full description
Edit mode of the technician defaults: look-ahead/look-back days, block completion if balance (all, residential or commercial only), max over-collect, payment hold and monthly charge caps, push notifications, products required to complete, rescheduling, auto-apply of collected payments (needs Apply Payments permission), interior-serviced selection and equipment-scan confirmation. Not saved.
Full description
Catalog of symbols technicians place on property diagrams, with scope filter, search and a 'show tech name and license # on diagram' option.
Full description
Form for a diagram symbol: code, description, notes, Most Used flag, scope and an icon from a preset library. Not saved; no diagram drawn.
Full description
Expanded icon library for diagram markers (Angle Drill is preselected). The page text lists 92 icons: Angle Drill, Ant, Attic Tent, Baffles, Bait Box, Bat, Bed Bugs, Bee, Broadcast Spray, Bug Eggs, Call, Can Light Covers, Cancel, Carpenter Ants, Cast Skins, Cellulose, Cockroach, Conducive Condition, Damage, Dampwood Termites, Delete, Delete Trash, Drilling, Drywood Termites, Dust, Edit, Excessive Moisture, Expansion Joint, Faulty Grade, Fecal Matter, Fence, Flower, Fly, Foam Treat, Fog, Fungus, Further Inspection Needed, Grid View, Hose, Inaccessible Areas, Info, Insulation, Itemized, Light, Moisture, Mosquito, Mouse, Mouse Trap, No Treatment, Obstructions, Opening in Structure, Other Wood Destroying Insects, Plantings Abutting Structure, Plants, Plumbing Leaks, Powder Post Beatles, Prune, Question, Remove, Rodding, Rodent Droppings, Rodent Urine, Roof Leaks, Rub Marks, Sapling, Sat Grid View, Sat View, Save Image, Scorpion, Shoelace, Snake, Spider, Spray, Sprinkler Hitting Structure, Stop, Subterranean Termites, Success, Sun, Termite, Termite Bait Station, Toggle Lengths, Tree, Trench, Ventilation, View Off, Warning, Water Body, Water Damage, Water Shut Off, Water Stains, Wheelbarrow, Wood to Earth Contact. Names such as Delete, Cancel or Edit are pictures, not actions. The pane scrolls internally, so the image shows only part of the set.
Their words for this block 15
Where it lives in FieldRoutes
Menus, pages and settings where this block appears 9 menu paths
- Admin > Preferences > Mobile:
- Default Settings 181-mobile-default-settings; Sales edit 182-mobile-sales-default-editor; Service edit 183-mobile-service-default-editor
- On My Way Notification 184-mobile-on-my-way
- Competitors 185-mobile-competitors, 186-mobile-competitor-form
- Diagram Markers 187-mobile-diagram-markers, 188-mobile-diagram-marker-form, icon library 189-mobile-diagram-marker-icons
- Objections 190-mobile-objections, 191-mobile-objection-form
- Preset Notes 192-mobile-preset-notes, 193-mobile-preset-note-form
- Spray Rigs 194-mobile-spray-rigs, 195-mobile-spray-rig-form
- Admin > Preferences > Service Related: Appointment Checklists 150-settings-appointment-checklists, 151-settings-appointment-checklist-form, 152-settings-checklist-section; Service Bundles 141-settings-bundle-form; Service Types 135-settings-service-type-form; Add-ons 145-settings-addon-form.
- Admin > Preferences > Partner Sites / Apps > Sales Aides 268-sales-aides, 269-sales-aide-editor.
- Admin > Preferences > Customer Preferences > Customer Communication > SalesRoutes and Customer Portal Contract Agreement Message and SalesRoutes and Customer Portal Auto Payment Message 312-communication-section-31-editor.
- Admin > Preferences > Office Settings > Access Control Profiles 203-access-control-profile-editor; Preferences > Two-Factor 222-office-two-factor-settings-editor.
- Admin > Users > User Card > Notifications 550-owned-user-notifications; Access Control 551-owned-user-access-control.
- Admin > Billing > SalesRoutes 361-admin-salesroutes.
- Reporting > Locations (location data reported from the field): 113-reporting-locations, 114-locations-all-employees, 115-locations-sales-reps, 116-locations-technicians, 117-location-history-demo.
- Bottom dock > Resources > Knowledge Base, with a Mobile Apps category 380-knowledge-base-in-product.
Connections to other blocks
- Mobile executes Work order on site: checklists, preset notes and completion gates apply to the visit (observed settings).
- Mobile collects money for Payments and collections: collection limits, payment holds, max monthly charge and auto-apply of collections (observed settings).
- Mobile sells for Lead, sales and estimate: Mobile Sales defaults, competitors, objections, sales aides and the sales dashboard (observed; add-on frozen).
- Mobile creates Service agreements and renewals: reps can only sell service types, bundles and add-ons visible to sales reps; agreements are signed with initials in the app (observed settings).
- Mobile books into Scheduling and appointments and Routing: appointment flexibility, signed-agreement and payment prerequisites, earliest-spot shortcut, rescheduling, nearby-distance display, route visibility permissions (observed).
- Mobile scans for Devices and bait stations: equipment scan confirmation and the manual-inspection override (observed settings).
- Mobile records findings for Inspection reports and audits: diagram markers; public claim that technicians report conditions from mobile.
- Mobile triggers Customer messages and marketing: On My Way text (disabled here) (observed).
- Mobile links to Customer portal: Live Technician View needs the portal; the agreement acknowledgement is shared with the portal (observed).
- Mobile is governed by Technicians and licenses: access profiles, two-factor groups, push notification choices, clock in/out through Timer and staff location reports (observed).
- Mobile add-on billing is in FieldRoutes hub (SalesRoutes subscription) (observed).
How FieldRoutes does it
Technician visit gates (observed settings, not run). The Service defaults decide what the app enforces before a technician can complete a visit: Block Completion if There is Balance, Require Products to Complete Appt, Require Interior Serviced Selection and Require Scanned Equipment Last Four Digit Confirmation. They also limit collections (Max Over Collect, Enforce Payment Hold Date, Enforce Max Monthly Charge), allow rescheduling, switch push notifications and auto-apply collected payments. A permission "Mark Equipment as Manually Inspected" lets a user skip the scan when scanning is impossible or unnecessary. 183-mobile-service-default-editor, 203-access-control-profile-editor
Checklists in the app (observed settings). An Appointment Checklist is bound to a service type and shown to the technician prior to start or before completion. It can be required, require a signed agreement, apply to initial-only or all appointments, and need final approval by none, the technician or the customer. Sections ask for Initials or a Single Tap. The help says checklists capture extra customer signatures or technician acknowledgement of steps. Display, capture and stored proof were not tested. 151-settings-appointment-checklist-form, 152-settings-checklist-section
Mobile sales (observed settings; add-on frozen). Sales defaults decide how reps book work: require a map code, appointment flexibility (flexible on route versus fixed to spot, for initial-only or all), default recurring and initial service types, default customer source, require a valid card/ACH for AutoPay, require a signed agreement and a payment method for scheduling, alert the office when a contract is signed in the app, show nearby appointment distance and offer a "technician earliest available spot" shortcut. Reps can only sell service types, bundles and add-ons marked visible to sales reps. A Service Type warning says default add-ons in invoice templates are unsupported for Mobile Sales users and may cause minimum-charge issues. Reps use Competitors, Objections and Sales Aides lists. When signing in the SalesRoutes app or the portal, a configurable acknowledgement appears above the terms initials (standard text if blank). 182-mobile-sales-default-editor, 141-settings-bundle-form, 312-communication-section-31-editor
En-route message (observed; disabled). The technician triggers an On My Way text when driving to a visit; Live Technician View adds a link showing proximity. The page says SMS must be configured, the technician must allow app location access, and the Customer Portal is needed only for Live Technician View. The message text has placeholders for customer names, ETA, office, service, address, technician and live-view link. Both checkboxes and Save are disabled even though the page reports SMS configured and portal on. A separate SMS registration-error banner exists in the account; the research does not tie the two together. 184-mobile-on-my-way
Push notifications (observed choices). Each user picks mobile push categories on the User Card: Sales Alerts, Filled Spot, Changed Appointments, Team Messages, Admin Messages and New Purchase (for Buy Online Service). Device registration and delivery were not tested. 550-owned-user-notifications
Login security (observed; documented). Two-factor is set per office, then per group (office staff, technicians, sales reps), with a 7-day setup period from first login and a re-verification snooze. It is off in this office. Documented: enrollment uses a smartphone authenticator app; one manual passage on disabling for an individual wrongly describes all-user scope, so disable precedence and recovery need clarification. 222-office-two-factor-settings-editor
Field data back to the office (documented or public claims). The Contracts vs Forms manual says mobile-uploaded diagrams and images can populate Forms; it does not document this for Contracts. The commercial product page says technicians can report conditions from mobile and pass notes and recommendations to the office. Location reports are meant to show where staff were, from field location data; no markers or tracks appeared for the captured day. 113-reporting-locations
Settings and controls
All settings and controls seen 46 rows
Mobile Default Settings: Sales 182-mobile-sales-default-editor
| Control | What it does / limit |
|---|---|
| Require Map Code | Map-code prerequisite; map-code meaning not defined. |
| Appointment Flexibility | Flexible on Route versus fixed (initial-only or all Mobile Sales scheduling). |
| Default Recurring Service Type / Default Initial Service Type | Defaults for mobile-created work. |
| Require Valid CC/ACH for APay | Valid payment method needed for AutoPay. |
| Create Alert When Contract Signed in Mobile App | Staff alert. |
| Default Customer Source | Source default (value omitted). |
| Require Signed Agreement for Scheduling | Agreement prerequisite. |
| Require Payment Method for Scheduling | Valid payment method for the initial appointment (tooltip). |
| Show Nearby Appointment Distance/Mileage | Shows distance to booked or completed work on technician schedules (tooltip). |
| Technician Earliest Available Spot shortcut | Shows each accessible technician's earliest slot; applies to all mobile users (tooltip). |
Mobile Default Settings: Service 183-mobile-service-default-editor
| Control | What it does / limit |
|---|---|
| Tech Look Ahead / Look Back Days | Future and past window in the app. |
| Block Completion if There is Balance | No / Yes / Residential Only / Commercial Only. |
| Max Over Collect | Collection limit; unit and enforcement unverified. |
| Enforce Payment Hold Date / Enforce Max Monthly Charge | Payment constraints. |
| Technician Push Notifications | On/off for technician pushes. |
| Require Products to Complete Appt | Product record needed to complete. |
| Enable Rescheduling | Technician can move visits. |
| Tech Collection Auto Apply | Applies collected cash/check; replaces the earlier applied payment if the collection changes; needs Apply Payments. |
| Require Interior Serviced Selection | Mandatory interior choice. |
| Require Scanned Equipment Last Four Digit Confirmation | Extra scan confirmation. |
Each part has edit, save and cancel; values shown are this account's settings.
On My Way Notification 184-mobile-on-my-way: On My Way checkbox; Live Technician View checkbox; SMS configured / Customer Portal on status; location-access instruction; Message Content box; Insert Placeholder; office-name placeholder help (external office name); Save (disabled).
Mobile dictionaries
| Page | Controls |
|---|---|
| Competitors 186-mobile-competitor-form | Global, Visibility, Search, + Competitor; Description (required), office scope, visibility. |
| Objections 191-mobile-objection-form | Global, Visibility, Search, + Objection; Description (required), scope, visibility. |
| Diagram Markers 188-mobile-diagram-marker-form | Global, Search, + Diagram Marker; "Show tech name and license # on diagram" (shows the name/license of the user viewing the diagram); Marker Code (required), Marker Description (required), Marker Notes, Most Used / Not Most Used, office scope, Icon Image from a preset library (pests, treatments, findings, generic; icons named Delete or Cancel are pictures). |
| Preset Notes 193-mobile-preset-note-form | Global, Search, + Preset Note; Description (required), Notes (required), office scope; Toggle On / Toggle Off; 12 checkboxes: Residential / Commercial / Multi-Unit / Structure x Service / Invoice / Office Notes. |
| Spray Rigs 195-mobile-spray-rig-form | Visibility, Search, + Spray Rig; Description (required), License Number (required), visibility. |
App-related settings in other areas
| Setting | Where | What it does |
|---|---|---|
| Appointment Checklist: When to Display (Prior to Start / Before Completion), Checklist Required, Signed Agreement Required, Only Initial / All Appointments, Final Approval By (None / Technician / Customer), Exclude Subscription Flags, intro (150 chars); section title (50 chars), Initials / Single Tap, text (250 chars), placeholders | 151-settings-appointment-checklist-form, 152-settings-checklist-section | Technician checklist in the app. |
| Bundle: Visible to sales reps; Visible on Sales Leaderboard | 141-settings-bundle-form | Rep can create this bundle in the app. |
| Service Type: Visible to sales reps; Include in sales leaderboards; Mobile Sales add-on warning | 135-settings-service-type-form | Sales availability. |
| Add-on: Mobile Sales Visibility (Visible / Hidden) | 145-settings-addon-form | Sales availability. |
| Sales Aide: Aide Title (required), Type (Image / PDF / Video), scope, visibility, Upload New Image | 269-sales-aide-editor | PDF, PNG, GIF, JPG, JPEG up to 32 MB; under 2 MB recommended for mobile download. |
| SalesRoutes and Customer Portal Contract Agreement Message | 312-communication-section-31-editor | Acknowledgement text above the Terms & Conditions initials on the 'Agree' tab. |
| SalesRoutes and Customer Portal Auto Payment Message | 312-communication-section-31-editor | AutoPay authorization text above the auto pay authorization initial field on the 'Agree' tab when a contract is signed in SalesRoutes or the Customer Portal; a standard authorization text is used if blank (tooltip). The account has its own text filled in. No contract was signed. |
| Two-Factor: Enable for this Office; Require for Office Staff / Technicians / Sales Reps; snooze | 222-office-two-factor-settings-editor | Group controls disabled while office setting is off. |
| User Card Notifications: Sales Alerts, Filled Spot, Changed Appointments, Team Messages, Admin Messages, New Purchase | 550-owned-user-notifications | Push categories per user. |
Mobile permissions (Access Control, see Technicians and licenses) 203-access-control-profile-editor, 551-owned-user-access-control
| Group | Permission | Meaning (tooltip where given) |
|---|---|---|
| FieldRoutes Mobile App | Mark Equipment as Manually Inspected | Mark inspected without a scan. |
| Ignore Min Contract Length on Mobile | Custom agreement length below the service minimum. | |
| View Feedback / Timer / Sales Feed Menu Item | Show app menus; Timer is clock in/out; Sales Feed shows messages and personal/team sales updates. | |
| View Dashboard Menu Item | Sales reps only; must be on before widgets can be set. | |
| Override Payment & Agreement Schedule Requirements | Skip payment/agreement prerequisites when creating or scheduling on mobile. | |
| Override Availability Windows | Edit an existing appointment's availability bounds. | |
| Mobile Dashboard Widgets (Personal Stats) | Account Volume, Contract Strength, Miscellaneous Stats, This Week, Weekly Trends, Knock Report, Time in Field, Common Objections, Top Competitors, YoY Comparison | Turning one off hides it from the rep's dashboard. |
| Sales | Create Customers on Mobile | Marked "Additional charges may apply". |
| Pricing | Hide Commercial Price on Mobile / Hide Residential Price on Mobile | Hide prices in the app. Edit Tax Settings covers mobile and admin. |
| Users | Rep Spy (Mobile) | Not defined. |
| Scheduling | View Own / Other's Routes | Controls My Routes / All Routes visibility in the app. |
| Reports | View Sales Overview | Changes mobile menus and enables the web Sales tab. |
SalesRoutes subscription 361-admin-salesroutes: Current Status (Frozen), Valid Through (blank), Annual Renewal Rate, Per Rep Monthly Rate; changes through support only.
What the research did not prove
- No mobile app was opened. Offline work, conflict recovery, sync, photo/diagram/signature capture, checklist and scan enforcement, payment collection and navigation are all untested.
- Supported devices, which app generation is licensed, and the support boundaries are unknown.
- Mobile Sales is Frozen; no mobile-sales flow can be trialed until it is activated.
- On My Way and Live Technician View are disabled for an unknown reason; no message was sent and no location shared.
- Push notification delivery and device registration were not tested.
- Location reports showed no markers or tracks; whether the app reports location in this account is unknown.
- Rep Spy (Mobile), Max Over Collect units and the map code are not defined.
- Two-factor enrollment, reset, lost-phone recovery and group precedence were not tested.
- Acceptance tests suggested by the research: a technician's full working day on supported devices with poor connectivity, retry and conflict recovery and required evidence; a separate mobile-sales test; two-factor on the supported app generation; Live Technician View tested separately from a basic On My Way message; how scan exceptions, balance gates and manual overrides are authorized and audited.
Ideas for Our CRM
- Proposal: keep a short, explicit list of mobile completion gates (balance, products, interior, equipment scan) as office settings, each with an audited override permission, as FieldRoutes does.
- Proposal: separate technician and sales app policies into two settings groups.
- Proposal: show why a mobile feature is disabled; FieldRoutes disabled On My Way with no stated reason.
- Proposal: support two-factor in every app generation we ship, to avoid FieldRoutes' new-versus-legacy gap.
Official FieldRoutes manuals
- Two-Factor Authentication (read; updated 2025-12-05)
- Contracts vs Forms (read; updated 2026-10-09; mobile image upload to Forms)
- Indexed only: Two-Factor Authentication (Mobile); the catalog also lists mobile workflow articles that were not read.
- Public product page: Commercial Pest Control (mobile conditions and equipment; vendor claim)
- Research reports: admin findings, admin controls, user management, assessment
Screenshots kept in other blocks that also matter here 24
- 113-reporting-locations · Location Reports landing (Technicians and licenses): Shows where staff are, based on location data reported from the field.
- 114-locations-all-employees · Last known location, all employees (Technicians and licenses): The last-known-location map with 'All Employees' selected, with the same date range, Refresh and map controls.
- 115-locations-sales-reps · Last known location, all sales reps (Technicians and licenses): The last-known-location map with 'All Sales Reps' selected, same controls as the other location views.
- 116-locations-technicians · Last known location, all technicians (Technicians and licenses): The last-known-location map with 'All Technicians' selected, same controls as the other location views.
- 117-location-history-demo · Location history, one employee (Technicians and licenses): The location-history view for one employee (a demo technician record), meant to show where that person went over the chosen dates.
- 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.
- 150-settings-appointment-checklists · Appointment Checklists list (Work order): List of checklists that technicians see in the mobile app during a visit, with name filter, scope filter, + Add New Checklist and columns for name, service type, number of sections and scope.
- 151-settings-appointment-checklist-form · New Appointment Checklist form (Work order): Form to define a visit checklist: scope, name, service type it appears on, when to show (before start or before completion), required or not, signed agreement required, initial-only or all appointments, final approval by none/technician/customer, excluded subscription flags and an intro paragraph (150 characters).
- 152-settings-checklist-section · Checklist section editor (Work order): One checklist section: optional title (50 characters), acknowledgement type (Initials or Single Tap), supporting text (250 characters) and placeholders for customer, agreement, service and price details.
- 184-mobile-on-my-way · On My Way notification settings (Customer messages and marketing): Settings for the text a technician sends when driving to a visit, plus Live Technician View, which lets the customer see the technician's proximity (needs Customer Portal).
- 185-mobile-competitors · Competitors list (Lead, sales and estimate): Catalog of competitor names used by mobile sales reps, with scope and visibility filters, search and + Competitor.
- 186-mobile-competitor-form · New Competitor form (Lead, sales and estimate): Form with required competitor description, office scope and visibility.
- 190-mobile-objections · Objections list (Lead, sales and estimate): Catalog of customer sales objections that reps can record, with scope and visibility filters, search and + Objection.
- 192-mobile-preset-notes · Preset Notes list (Work order): Catalog of reusable note texts technicians can insert, with scope filter, search and + Preset Note.
- 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.
- 203-access-control-profile-editor · New Access Control Profile editor (Technicians and licenses): Full permission editor: description, scope, notes, default-for and grouped checkboxes with Toggle On/Off for Admin, Scheduling, Users, Tasks & Alerts, Transactions, Account, Subscriptions, Sales, Leads, Billing, Pricing, Reports (with View vs Edit/Actions per financial report), QuickBooks, web dashboard widgets, Area Management, mobile app and mobile dashboard widgets.
- 222-office-two-factor-settings-editor · Office two-factor settings (Technicians and licenses): Office-level two-factor login policy: enable for this office (currently off), require for office staff, technicians or sales reps, and a re-verification snooze period; group controls are disabled while the office setting is off.
- 268-sales-aides · Sales Aides list (Lead, sales and estimate): Library of sales collateral (images, PDFs, videos) for sales reps in the mobile app.
- 269-sales-aide-editor · Sales Aide editor (new, Image type) (Lead, sales and estimate): Blank form with required Aide Title, Type (Image, PDF, Video), office scope and visibility, plus Upload New Image / Choose File.
- 312-communication-section-31-editor · Customer Communication: SalesRoutes and Customer Portal Contract Agreement Message (group 31) (Service agreements and renewals): Communication settings editor for 'SalesRoutes and Customer Portal Contract Agreement Message', opened unchanged and cancelled.
- 361-admin-salesroutes · FieldRoutes account billing: SalesRoutes (FieldRoutes hub): Status of the SalesRoutes mobile-sales add-on subscription: Current Status (Frozen), Valid Through (blank), Annual Renewal Rate and Per Rep Monthly Rate.
- 380-knowledge-base-in-product · Knowledge Base inside FieldRoutes (FieldRoutes hub): The vendor help center embedded in the app: search, categories for Operations Suite, Mobile Apps and FieldRoutes Payments, add-on docs (Marketing Pro, Sales Pro, Fleet Pro), release notes, FAQs, webinars and role-based onboarding videos (system admin, office manager, CSR, technician).
- 550-owned-user-notifications · User Card, Notifications tab (Technicians and licenses): Chooses which mobile app push notifications the user receives: Sales Alerts, Filled Spot, Changed Appointments, Team Messages, Admin Messages, and New Purchase (for Buy Online Service).
- 551-owned-user-access-control · User Card, Access Control tab (Technicians and licenses): Per-user permissions: an access profile selector (Custom Profile selected) and about 200 permission checkboxes grouped by area (admin, scheduling, users, tasks, transactions, accounts, subscriptions, sales, leads, billing, pricing, reports, dashboard widgets, area management, mobile).
Research sections used for this page 35
The original research reports are kept unchanged in the archive. These are the sections that speak about this block:
- admin/controls.md › Service Bundles: Service Bundles: bundle templates, bundled billing and frequency, sales-rep/leaderboard visibility, GL level, component services with pricing, and bundle discounts.
- admin/controls.md › Add-ons: Add-ons: recurring or one-time supplements with amount, tax, GL account, mobile sales visibility, dynamic pricing and skills.
- admin/controls.md › Appointment Checklists: Appointment Checklists shown to technicians before start or completion: service type binding, required flag, signed-agreement prerequisite, approval by technician/customer, sections with initials or single-tap acknowledgement and placeholders.
- admin/controls.md › Mobile Default Settings: Mobile Default Settings for Sales and Service: scheduling prerequisites, default service types and source, look-ahead days, completion gates (balance, products, interior, equipment scan), payment collection rules, push notifications, rescheduling.
- admin/controls.md › On My Way Notification and Mobile Competitors: On My Way en-route SMS with Live Technician View (needs portal and location permission), message placeholders, and the Mobile Competitors dictionary.
- admin/controls.md › Mobile Diagram Markers, Objections, Preset Notes, Spray Rigs: Mobile dictionaries: diagram markers and icons (tech name/license on diagram), sales objections, preset notes by property type and note type, and spray rigs with license numbers.
- admin/controls.md › 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 › Partner Sites / Apps: Partner Sites / Apps: e-commerce widget and Deals (both gated off), deal features, partner-site office slug, Marketing Pro SMS table (empty) and Sales Aides collateral upload.
- admin/controls.md › Admin Billing / Usage: Admin Billing: the company's own FieldRoutes account summary, invoices and payments, payment card, SalesRoutes add-on status (frozen) and SMS/voice/routing usage rates; separate from customer billing.
- admin/findings.md › Service Types: service, billing, dispatch, and communication policy in one definition: Service Type definition combines frequency, season, contract, allowed products, commissions, tax, minimums, separate billing frequency and invoice templates, skills and Fill Routes buffers, communications and mobile-sales visibility; plus the Service Plans list.
- admin/findings.md › Service Bundles: packaged services with billing and customization controls: Service Bundles package several services with bundled billing, mobile creation, GL level, add/remove permissions, service components and discounts.
- admin/findings.md › Appointment checklists: field acknowledgements and customer signatures: Appointment Checklists shown to technicians in the mobile app with acknowledgement sections, signatures and approval by technician or customer.
- admin/findings.md › Mobile policies and en-route notifications: Mobile Sales and Service default policies, and the On My Way / Live Technician View notification with disabled controls of unknown cause; Competitors.
- admin/findings.md › Remaining Mobile dictionaries: diagrams, objections, preset notes, spray rigs: Diagram Markers and icon library, sales Objections, Preset Notes by property/note type, and Spray Rigs with license numbers.
- admin/findings.md › Access Control Profiles: shared roles with granular action and widget permissions: Access Control Profiles: shared roles whose edits affect all attached users, permission groups, View vs Edit/Actions on reports, and consequential override permissions.
- admin/findings.md › Own-user configuration panels 548–551: Own User Card tabs 548-555 summarised: information, licenses, notifications, access control, picture/signature, route start/end, commission rates, deductions.
- 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 › How to read and extend this assessment: How to read the assessment and the evidence-status legend; notes Marketing Pro not enabled, SMS registration error, On My Way controls disabled, Mobile Sales frozen.
- assessment.md › 6. Field execution, inspections and inventory: Field execution: condition templates (severity, responsible party, recommendation), equipment/barcodes/target areas, inventory and State Chemical formats, appointment checklists for mobile, mobile completion/scan gates, spray rigs, device exceptions.
- assessment.md › 7. Sales and growth workflows: Sales: leaderboards, competitions, areas, knocking, Top Ten; commission profiles and rate profiles; Mobile Sales frozen, E-Commerce Widget/Deals gated, Sales Teams; no lead-to-customer handoff shown.
- assessment.md › 14. Mobile and customer portal: Mobile and customer portal: mobile defaults/gates, checklist and bundle mobile settings, portal login, portal payment caps and access settings, portal link expiry, Contracts vs Forms signatures, On My Way / Live Technician View; nothing run as an end user.
- coverage-gaps.md › Still indeterminate, partial or unavailable in the captured state: Still indeterminate states: Audit New Sales, Forecast, Frozen Customers, Knocking map, Tasks, dashboard gear, Composite Stat, Dilution Calculator, admin card editor, Marketing Pro, SMS/On My Way/Mobile Sales, contract preview, Time Clock reports.
- coverage-gaps.md › Acceptance checklist and available follow-up states: Acceptance/follow-up checklist of unverified items: report filters, linked properties, mobile and portal runtime, roles/2FA, scheduling enforcement, financial and automation outcomes, integrations/migration, business requirements.
- domain-model.md › Dispatch and field service: Dispatch and field service: job pool, calendar, route templates/builder, visual grouping, intelligent routing, fill routes fee; conditions, target areas/issues, products, checklists.
- report.md › Boundaries and remaining limitations: Boundaries: nothing saved or sent; unproven areas are native mobile, portal sessions, role enforcement, live integrations, bank reconciliation, migration.
- reporting/controls.md › 113-reporting-locations — Location Reports: Observed controls for Location Reports landing (113): Shows where staff are, based on location data reported from the field.
- reporting/controls.md › 114-locations-all-employees — Location Reports: Observed controls for Last known location, all employees (114): The last-known-location map with 'All Employees' selected, with the same date range, Refresh and map controls.
- reporting/controls.md › 115-locations-sales-reps — Location Reports: Observed controls for Last known location, all sales reps (115): The last-known-location map with 'All Sales Reps' selected, same controls as the other location views.
- reporting/controls.md › 116-locations-technicians — Location Reports: Observed controls for Last known location, all technicians (116): The last-known-location map with 'All Technicians' selected, same controls as the other location views.
- reporting/controls.md › 117-location-history-demo — Location Reports: Observed controls for Location history, one employee (117): The location-history view for one employee (a demo technician record), meant to show where that person went over the chosen dates.
- sources/official-manual-findings.md › Two-Factor Authentication: Two-Factor Authentication manual: office then group/user policy, admin permission, smartphone authenticator, snooze, unclear disable scope.
- sources/official-manual-findings.md › Contracts vs Forms: Contracts vs Forms manual: forms lose auto service/pricing fields, signature reuse vs inline signatures, mobile image upload for Forms.
- user-management.md › Notifications (550): Notifications tab: mobile notification categories (sales alerts, filled spot, changed appointments, messages, new purchase).
- user-management.md › Access Control (551): Access Control tab: Custom Profile, self-revocation lock, report View vs Edit/Actions, consequential override tooltips.
- user-management.md › Access Control permission-name inventory: Full list of the 200 permission checkbox labels by group (admin, scheduling, users, transactions, account, subscriptions, sales, leads, billing, pricing, reports, widgets, area management, mobile).
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