Dashboard

• Per card: a date-range input or a "Currently" label, refresh and chart icons, ? help with a close button. Chart slices are described as drill-downs (not tried).
• Gear icon: clicked twice, including at native coordinates; no settings panel opened (387-dashboard-settings).
• No dashboard preference, order or chart choice was seen or changed.

Office catalog

• Six category tabs; a Toggle Menu control for the side menu (061-reporting-office). No other controls in the text snapshot.

Alerts

• Start Date; End Date; Refresh; Export to CSV (063-report-alerts).

Audit

• Start Date; End Date; Refresh; Export to CSV; 19 check tabs with counts; for populated tabs, table search, sortable headers and an entry count (065-report-audit).

Change Log Report

• Date range; Offices; ChangedBy (employees, Trigger Rule, System Change); Entities (about 100 record types); Refresh; Export to CSV (072-report-change-log).

Office Stats

Sources: 496-office-stats-revisited, 497-office-stats-results, 498-office-stats-table.

Report permissions (Access Control Profiles and the User Card Access Control tab)

On the current user's Access Control tab, some report View boxes are checked and disabled, and Save Reports Globally is checked (551-owned-user-access-control). Profiles, their propagation and the rest of the permission model are on the Technicians and licenses page. No permission was changed or tested. Sources: 203-access-control-profile-editor, 551-owned-user-access-control, user management.

• 002-customers · Customer Search, default list (Customer account): The Customers landing page is Customer Search: a filterable customer report.
• 003-customer-profile · Customer Card, Overview tab (sparse test customer) (Customer account): Opening a customer shows the Customer Card dialog with its 12 tabs (Overview, Info, Subscription, Billing, Notes, Documents, Appointments, Invoices, Properties, Conditions, Equipment, Admin).
• 014-customer-admin · Customer Card, Admin tab and access history (Customer account): The Admin tab holds account administration: customer number and portal Customer Link, Email Pwd / Text Pwd (send portal password), M Pro Sync (tooltip: Marketing Pro is not enabled), Merge, Portal Login, Products, Move, Remove, Reset ECA, Active and Freeze.
• 049-disbursements · Disbursements report (Payments and collections): Shows payouts from the payment processor to the company bank account, for reconciliation.
• 050-sales · Sales, Leaderboard (basic) (Lead, sales and estimate): The Sales area opens on the Sales Leaderboard, which ranks sales reps by a chosen measure.
• 051-sales-leaderboard-advanced · Sales Leaderboard, advanced filters (Lead, sales and estimate): Expands the leaderboard criteria: subscription status, which accounts count (added/pending/serviced, any scheduled, fixed-spot, just serviced), employee status, type and experience, customer vs salesperson AutoPay flag, and include/exclude service plans, service types, sources and service categories.
• 053-sales-service-reports · Sales Service Report (Lead, sales and estimate): Tracks whether what sales reps sold actually got serviced and set up for payment.
• 055-sales-knocking-reports · Knocking Report (Lead, sales and estimate): Reports door-knocking activity by sales reps.
• 056-sales-top-ten · Top 10 Report (Lead, sales and estimate): Ranks the top ten sales reps for a week, month or year by Serviced, AutoPay %, Initial Price or Contract Value, in Experienced, Rookies and Office sections.
• 062-report-forecast · Forecast Report (Service agreements and renewals): Projects upcoming services and revenue from existing subscriptions up to a chosen 'Forecast To' date.
• 064-report-ar-oversight · AR Oversight Report (billing activity audit log) (Payments and collections): An audit log of who did what in billing and accounts receivable.
• 066-report-average-contract-rates · Average Contract Rates (Service agreements and renewals): Shows average contract (subscription) prices for a date range, with Refresh and Export to CSV.
• 067-report-average-time-on-site · Average Time On Site By Tech (Technicians and licenses): Compares how long each technician spends at a stop, grouped by technician and by the appointment's planned duration.
• 068-report-billing-service-type · Billing by Service Type (Invoicing and billing terms): Summarises what was invoiced (and how much of it has been collected) for a date, grouped by service type by default with up to two sub-groups; grouping choices include billing frequency, city, county and tax codes, customer source, division, GL account, invoice date/month/type, line item, office, PO number, region, sales rep, service bundle or category, technician and zip.
• 069-report-cancellation · Cancellation report (Customer account): Lists customers who cancelled or are pending cancellation in a date range (maximum six months per run).
• 070-report-cancellation-reinstatement · Cancellation Reinstatement (Customer account): Cancellation Reinstatement report; by its name it lists canceled or frozen customers who were later reinstated (inference: the result area is blank).
• 071-report-cancellation-subscription · Cancellation Subscription (Service agreements and renewals): Lists cancelled subscriptions (as opposed to whole customer accounts) for a date range.
• 073-report-commission · Commission report (Technicians and licenses): Calculates employee commissions.
• 074-report-customer-access · Customer Access log (Customer account): A log of employee activity on customer records for a date range, filtered by employee.
• 075-report-customer-feedback · Customer Feedback (Customer messages and marketing): Lists customer service ratings for a date range, filtered by star rating (1 to 5 or all) and by whether the customer marked a favourite.
• 076-report-customer-restore · Customer Restore (Customer account): Lists customer records that can be restored after removal.
• 077-report-device-exceptions · Device Exceptions (Devices and bait stations): Meant to show bait stations and other devices that were not scanned, replaced, removed or skipped.
• 078-report-expiring-paid-in-full · Expiring Paid In Full (Payments and collections): Lists customers flagged as having paid a year in full whose prepaid period is running out, so the office can follow up.
• 079-report-expiring-cards · Expiring Credit Cards (Payments and collections): Finds stored credit cards that expire between a start and end month, filtered by customer status (any, active, frozen) and office.
• 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.
• 081-report-equipment-appointments · Equipment Appointments (Devices and bait stations): Lists appointments that involve customer equipment (devices) in a date range, filtered by equipment flags.
• 082-report-failed-payment-methods · Failed Payment Methods (Payments and collections): Finds customers whose stored payment method failed.
• 083-report-frozen-customers · Frozen Customers with Payment Accounts (Payments and collections): Meant to list frozen (inactive) customers who still have stored payment accounts.
• 084-report-line-items · Line Items (Invoicing and billing terms): Itemises every charge on invoices (tickets) for a date range, with an option to show add-on codes.
• 085-report-monthly-services · Monthly Services (Scheduling and appointments): Meant to summarise completed, scheduled, unscheduled and overdue services.
• 086-report-notes · Notes report (still loading) (Customer account): The Notes report was selected in the menu, but the page header still reads 'Monthly Services' and the body shows a loading spinner.
• 087-report-prepayments · Prepayments (prepay offers) (Invoicing and billing terms): Tracks prepayment offers sent to customers.
• 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).
• 089-report-pushed-services · Pushed Services (Scheduling and appointments): Shows how due services were handled in a date range: customers due, customers completed, pending cancellation, rescheduled services, pending appointments, cancelled appointments and services with no appointment.
• 090-report-reminder-responses · Reminder Responses (Customer messages and marketing): Lists customer replies to appointment reminders for a date range, filtered by service date, sent date or response time, with Refresh and Export to CSV.
• 091-report-renewals · Renewals (Service agreements and renewals): Lists subscriptions due for renewal.
• 092-report-retention · Retention Report (Service agreements and renewals): Retention report.
• 093-report-route-reporting · Route Reporting (loading) (Routing): Meant to show per-route performance.
• 094-report-sales-tax-old · Sales Tax (OLD) (Invoicing and billing terms): The older sales tax report, still in the menu next to the newer one.
• 095-report-sales-tax · Sales Tax (Invoicing and billing terms): The current sales tax report.
• 096-report-sales-collections · Sales Collections (Payments and collections): Shows collections for a date range, with an option to include $0 collected (default No), Refresh and Export to CSV.
• 097-report-service-plan-omitted · Service Plan Omitted Services (Service agreements and renewals): Lists services inside a service plan that were skipped or opted out of.
• 098-report-target-issues · Target Issues By Service Type (Inspection reports and audits): Counts the pests (target issues) recorded on appointments.
• 099-report-tech-cancels · Tech Cancels (Technicians and licenses): Ties customer cancellations to the technician who serviced them.
• 100-report-tech-collections · Tech Collections (Technicians and licenses): Shows payments collected by technicians at appointments.
• 101-report-tech-completion-notes · Tech Completion Notes (Work order): Lists the notes technicians write when completing a service, for a start/end date range, with Refresh and Export to CSV.
• 102-report-tech-reservices · Tech Re-services (Technicians and licenses): Ties re-service visits (call-backs) to the technician whose earlier service caused them.
• 103-report-unpaid-initial · Unpaid Initial (Payments and collections): Lists initial (first) services that have not been paid, for a start/end date range, with Refresh and Export to CSV.
• 104-report-california-wdo · California WDO Report (Termite and WDO): A state report of California wood-destroying-organism (termite) inspections.
• 105-report-wdo-state · WDO State Reporting (Termite and WDO): Lists WDO (termite) reports for state filing by inspection or work-completion date and office.
• 106-reporting-inventory · Manage Inventory (Chemical use and state reporting): Shows stock of products (mostly pesticides and baits) and lets the office adjust it.
• 107-inventory-distribute · Distribute Inventory (Chemical use and state reporting): Hands out product stock from the office to employees (for example onto a technician's truck).
• 108-inventory-chemical-tracking · Chemical Tracking Report (Chemical use and state reporting): Tracks product stock movement and value over a date range.
• 109-inventory-changes · Inventory Changes Report (Chemical use and state reporting): Lists stock changes over a date range, grouped by day, week or month and sub-grouped by none, employee or vendor.
• 110-inventory-employee-usage · Employee Usage Report (Chemical use and state reporting): Shows how much product each employee received and applied.
• 111-inventory-state-chemical · State Chemical Reports (Chemical use and state reporting): Produces pesticide-use reports for state regulators.
• 112-inventory-california-school · California School & Day Care Report (Chemical use and state reporting): A separate California report of pesticide applications at schools and day-care sites.
• 118-reporting-technician-stats · Technician Stats (Technicians and licenses): Technician performance scorecard.
• 119-technician-report-table · Technician Stats, table button pressed (Technicians and licenses): The Technician Stats page after Show Report Table was pressed.
• 121-reporting-form-lookup · Form Lookup (Termite and WDO): Searches filled-in forms (NPMA termite/WDO forms).
• 122-admin-users · Users directory (Technicians and licenses): Central list of all staff accounts.
• 148-settings-appointment-cancel-reasons · Appointment Cancel / No Show Reasons list (Scheduling and appointments): Catalog of reasons for cancelled or no-show appointments, filtered by scope, visibility and reason type (Cancel or No Show).
• 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.
• 257-composite-stat · Composite Stat list (Lead, sales and estimate): Defines composite sales statistics: a weighted combination of two or more primary stats with targets and weights, shown as a percentage.
• 258-composite-stat-editor · Composite Stat editor (new) (Lead, sales and estimate): Blank composite stat form with required Stat Name, Hidden/Visible choice, an Add Metric control and save/cancel.
• 259-composite-stat-metric · Composite Stat, Add Metric attempt (Lead, sales and estimate): Records clicking Add Metric before and after typing an unsaved draft name.
• 319-divisions · Divisions list (Customer account): Dictionary of business divisions used to segment customers (divisions also appear as filters in trigger rules).
• 320-division-editor · Division editor (new) (Customer account): Blank form with required Code and Description and Hidden/Visible, with save/cancel.
• 382-time-clock-report · Time Clock Report (Technicians and licenses): The report of staff hours for payroll.
• 383-time-clock-report-advanced · Time Clock Report, advanced options (Technicians and licenses): Adds overtime thresholds (weekly overtime, daily overtime, double time) and ADP export fields (company code, batch ID, file number, Hours 3 code for double time), plus saved-report controls.
• 412-customer-account-filters · Customer Search, Customer Account filters (top) (Customer account): The Customer Account filter group selects customers by account facts: Account Status (Active, Active Recurring, Active Potential, Active Non-Recurring, Active with no subscriptions, Frozen, Any), account cancel date, last completed date, has subscriptions / pending appointments / linked properties / child billing, 'Not Having ANY' service types, names, Account Type (Commercial/Residential) and Unit Type.
• 421-customer-account-filters-middle · Customer Search, Customer Account filters (middle) (Customer account): Middle of the Customer Account filters: last/first/company name, account type, unit type, Has Email, company divisions, date added, customer source, pending cancellation, prefers paper and include/exclude customer flags.
• 422-customer-account-filters-lower · Customer Search, Customer Account filters (bottom) (Customer account): Bottom of the Customer Account filters: Invalid Payment Method flag, Switch Over flag, Signed Electronic Consent Agreement and a sales-tax % range.
• 428-customer-saved-report-controls · Customer Search, Saved Reports (Customer account): Saved Reports lets a user name and store a customer search setup.
• 429-customer-column-and-grouping-controls · Customer Search, Columns and List By (Customer account): Select Columns to Display chooses output columns from a large catalog (customer identity, contacts, service and billing address, bill-to party, payment profile, balances and aging, tax rates, subscription, pricing and production, agreement, source and lead, cancellation, appointment, flags and measurement fields).
• 430-customer-list-by-subscription-selected · Customer Search, List By Subscription selected (Customer account): The same controls with List By switched to Subscription, before running the report.
• 431-active-subscription-customer-report · Customer Search, Run Report attempt (unchanged result) (Customer account): The filename suggests an active-subscription report, but after Run Report was clicked the list still shows the same 134 customers with the same three columns.
• 432-customer-report-actions-menu · Customer Search, Actions menu (bulk actions) (Customer account): The Actions menu runs bulk actions on the search result, grouped by scope.
• 455-customer-email-dashboard · Email Dashboard, initial page (Customer messages and marketing): The Email Dashboard reports on emails sent to customers.
• 456-customer-email-dashboard-refreshed · Email Dashboard, refreshed result (Customer messages and marketing): After Refresh the dashboard shows a chart and one grouped row for the last month: Contract Signature Request emails, 0 delivered and 32 not delivered, with 0 opens and 0 clicks.
• 457-customer-sales-report · Sales Report, Sold Subscriptions (Lead, sales and estimate): The Sales Report lists sold subscriptions by sales rep and date.
• 458-customer-audit-sales · Audit Sales (Audit New Sales), initial page (Lead, sales and estimate): Audit New Sales helps find data-entry mistakes on newly sold or added customers.
• 459-customer-audit-sales-results · Audit Sales after Refresh (no result) (Lead, sales and estimate): After Refresh the page still shows only the controls and explanation, with no result table and no 'no issues found' message.
• 460-customer-prepayments · Prepayments page (Payments and collections): Prepayments finds customers to offer paying ahead for a service plan.
• 461-audit-subscription-frequency · Audit check: Active subscriptions with no frequency set (Service agreements and renewals): One of the 19 data-quality checks in the Audit report, selected on its own: it lists subscriptions that have no service frequency.
• 462-audit-overdue-subscriptions · Audit check: Active subscriptions due more than 5 months ago (Service agreements and renewals): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active subscriptions whose next due date is more than five months in the past.
• 463-audit-monthly-billing · Audit check: Past due monthly billing (Invoicing and billing terms): One of the 19 data-quality checks in the Audit report, selected on its own: it lists monthly-billed subscriptions whose billing is past due (help text says this can follow an old date or another error).
• 464-audit-subscriptions-without-initial · Audit check: Active subscriptions without an initial (Service agreements and renewals): One of the 19 Audit data-quality checks: active subscriptions with no initial (first) service.
• 465-audit-reservice-subscription · Audit check: Re-services counting towards a subscription (Service agreements and renewals): One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that are counted as regular subscription services.
• 466-audit-service-without-subscription · Audit check: Regular services without subscription (Service agreements and renewals): One of the 19 data-quality checks in the Audit report, selected on its own: it lists regular services not attached to a subscription.
• 467-audit-reservice-charge · Audit check: Re-services having a charge (Invoicing and billing terms): One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that carry a charge (re-services are normally free).
• 468-audit-duplicate-customers · Audit check: Potential duplicate customers (Customer account): One of the 19 data-quality checks in the Audit report, selected on its own: it lists customer records that may be duplicates.
• 469-audit-missing-documents · Audit check: Active customers without a document (Customer account): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no document (such as a signed agreement) on file.
• 470-audit-missing-phone · Audit check: Active customers without a phone number (Customer account): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no phone number.
• 471-audit-bad-geocodes · Audit check: Customers with bad geocode (Service location): One of the 19 Audit data-quality checks: customers whose address could not be placed correctly on the map.
• 472-audit-missing-email · Audit check: Active customers without an email address (Customer account): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no email address.
• 473-audit-differing-addresses · Audit check: Customers with differing addresses (Service location): One of the 19 data-quality checks in the Audit report, selected on its own: Customers with differing addresses.
• 474-audit-differing-emails · Audit check: Customers with differing email addresses (Customer account): One of the 19 data-quality checks in the Audit report, selected on its own: it lists customers whose email addresses do not match each other.
• 475-audit-multiple-subscriptions · Audit check: Customers with multiple subscriptions (Service agreements and renewals): One of the 19 Audit data-quality checks: customers who have more than one subscription.
• 476-audit-cards-without-autopay · Audit check: Cards on file but not on AutoPay (Payments and collections): One of the 19 data-quality checks in the Audit report, selected on its own: it lists customers with a stored card who are not on AutoPay.
• 477-audit-employee-images · Audit check: Employees with images saved (Technicians and licenses): One of the 19 data-quality checks in the Audit report, selected on its own: it lists employee images saved (the count unit reads 'Appointments', so the exact meaning is unclear).
• 478-audit-locked-periods · Audit check: Locked periods audit log (Invoicing and billing terms): One of the 19 data-quality checks in the Audit report, selected on its own: it lists a log of locked accounting periods.
• 479-route-reporting-revisited · Route Reporting (Routing): Per-route performance table.
• 480-route-reporting-results · Route Reporting after Refresh (Routing): The same Route Reporting view after pressing Refresh: same filters and 24 columns, and the table still states there are zero entries for the captured day.
• 481-notes-report-revisited · Notes report (Customer account): Searches all notes recorded on customers.
• 482-notes-advanced-filters · Notes report, advanced filters (Customer account): The Notes report with Advanced Filters open.
• 483-device-exceptions-revisited · Device Exceptions (Devices and bait stations): Shows devices (bait stations and similar) that were not handled normally on visits.
• 484-monthly-services-revisited · Monthly Services (Scheduling and appointments): A monthly workload summary: cards for completed, scheduled, unscheduled, overdue and total services, plus a collapsed per-office row.
• 485-monthly-services-advanced · Monthly Services, advanced filters (Scheduling and appointments): Monthly Services with Advanced Filters open.
• 486-forecast-summary-tables · Forecast Report, summary table mode (Service agreements and renewals): The Forecast Report after switching to summary tables; the toggle now reads 'Show Month Cards'.
• 487-billing-service-chart · Billing by Service Type, chart view (Invoicing and billing terms): Billing by Service Type with the chart turned on.
• 488-wdo-state-reporting-options · WDO State Reporting, options (Termite and WDO): The WDO State Reporting filters opened: inspection or work-completion date, office and the report-type list (complete, limited, supplemental, re-inspection, notice of work completed and not completed, corrected, separated; all selected), with Hide Filters, Refresh, Export and Document View.
• 489-wdo-document-view · WDO State Reporting, document view (Termite and WDO): The WDO report in document view: a searchable list on one side and a document preview on the other, and the toggle now reads 'Table View'.
• 490-customer-restore-revisited · Customer Restore (Customer account): Lists removed customers that can be brought back.
• 491-frozen-payment-accounts-revisited · Frozen Customers with Payment Accounts (recapture) (Payments and collections): A second visit to this report.
• 492-technician-stats-revisited · Technician Stats, filters (Technicians and licenses): Technician Stats revisited before refreshing.
• 493-technician-stats-table · Technician Stats, table attempt before load (Technicians and licenses): Despite the file name, this shows no table: it is the filter area only, captured before the report loaded.
• 494-technician-stats-refreshed · Technician Stats, card view (Technicians and licenses): Technician Stats after Refresh, in card view: an office header with the date range, a roster of technician cards with selected metrics and daily averages, and a Technician Service Chart grouped by day, week or month.
• 495-technician-stats-loaded-table · Technician Stats, table view (Technicians and licenses): Technician Stats as a table (the toggle now reads 'Show Baseball Cards').
• 499-distribute-inventory-revisited · Distribute Inventory (Chemical use and state reporting): Distribute Inventory fully rendered.
• 500-state-chemical-templates · State Chemical Reports, Standard format (Chemical use and state reporting): State Chemical Reports with the Standard format selected.
• 501-state-chemical-california · State Chemical Reports, California format (Chemical use and state reporting): The California format, filtered to one county so the whole form fits.
• 502-state-chemical-new-york · State Chemical Reports, New York format (Chemical use and state reporting): The New York format, which adds an 'Export to PRL' button next to Export to Excel and Print Report.
• 503-state-chemical-ohio · State Chemical Reports, Ohio format (Chemical use and state reporting): The Ohio format, titled 'Summary Chemical Usage Report', with page size and page-number controls.
• 533-sales-leaderboard-table · Sales Leaderboard, table view (Lead, sales and estimate): The leaderboard switched from cards to a table, adding Export, Search and a sortable Sales Rep column.
• 534-top-ten-report-types · Top 10 Report, metric choices (Lead, sales and estimate): Shows the Top 10 report's type links (Serviced, AutoPay %, Initial Price, Contract Value), range links (weekly, monthly, year), the weekly period picker and the ten-sale minimum note.
• 535-top-ten-contract-value · Top 10 Report, Contract Value (Lead, sales and estimate): The Top 10 report with Contract Value selected, showing Experienced, Rookies and Office sections and the ten-sale eligibility note.
• 536-knocking-report-map · Knocking Report, map toggle (Lead, sales and estimate): Despite the filename, no map loaded: the report body stays blank after the map toggle, with only the filters visible as in 055.
• 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).
• 558-cancellation-reinstatement-clear · Cancellation Reinstatement, full view (Customer account): Cancellation Reinstatement with the whole filter row visible: start/end date, service types, order by canceled date or reinstatement date, and the full Days Frozen slider with a selected range of 7 to 30, with Refresh and Export to CSV.

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 › 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 › Composite Stat and Office Zip Codes: Composite Stat for the Sales Leaderboard (Add Metric did not work in capture) and Office Zip Codes claims with create-in-unclaimed-areas and sharing settings.
• admin/findings.md › Users and access administration: Users directory filters (status, Office Staff/Technician/Sales Rep, commission profile), Add New User dialog, Merge Users/Add Signature, and pointer to the eight User Card tabs; staff/permission admin goes to Technicians as no users block exists.
• 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.
• 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 › 10. Reporting, performance definitions and controls: Reporting: office catalog, inventory, technician stats, audit reports; metric definitions and dashboard help showing different cohorts/denominators; Composite Stat; which reports later loaded and which stay indeterminate.
• assessment.md › 11. Usability and daily work: Usability: tabbed workspace, saved filters, help; blank/stuck states, dashboard gear attempt, History/Resources/Knowledge Base/App Launcher docks, customer search filters and global autocomplete.
• assessment.md › 12. Permissions, audit and governance: Permissions and governance: Access Control Profiles and shared-profile propagation, two-factor policy, authorized contacts, customer history and AR Oversight/Customer Access audits, session expiry, eight own-user tabs (no separate users/permissions block, so placed in technicians).
• assessment.md › 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.
• assessment.md › Decision evidence still required: Acceptance scenarios still needed before fit is accepted: residential, commercial multi-property, plans/bundles, dispatch, technician execution, financial close, communications, reporting, security, compensation, automation, integration/exit.
• coverage-gaps.md › Verified observations: Verified-observation table by area: app breadth, customer operations, search/reports, scheduling/routing, billing, reporting, output layouts (invoice, WDO, State Chemical), sales, global/admin, sources.
• coverage-gaps.md › Screenshot and state corrections now closed: Screenshot corrections closed: report recaptures, payment/aging details, recaptures 539-547 (service plans, service type, condition type/target area/issue, trigger placeholders, department), edge states 556-558.
• coverage-gaps.md › Still indeterminate, partial or unavailable in the captured state: Still indeterminate states: Audit New Sales, Forecast, Frozen Customers, Knocking map, Tasks, dashboard gear, Composite Stat, Dilution Calculator, admin card editor, Marketing Pro, SMS/On My Way/Mobile Sales, contract preview, Time Clock reports.
• customer-populated-findings.md › One customer can hold two subscriptions of the same service type: One customer can hold two subscriptions of the same service type; subscription contract value includes initial service, unlike the dashboard average.
• customer-reporting.md › Customer reporting pages and controls: Intro: captures 455-460 cover Email Dashboard, Sales Report, Audit Sales and Prepayments; nothing exported or sent.
• customer-reporting.md › Email Dashboard: refreshed delivery/engagement results: Email Dashboard after Refresh: one row, 32 Contract Signature Request emails not delivered, 0 opens/clicks; filters, chart, columns and email category catalog.
• customer-reporting.md › Sales Report: populated Sold Subscriptions output: Sales Report (Sold Subscriptions): three rows for one customer, totals 12 services/$135; filter controls for reps, teams, statuses, plans, service types, flags, sources, categories, saved reports.
• customer-reporting.md › Sales output columns: Sales Report output columns and their meaning (customer, subscription, rep, dates, status, APay, contract, prices, services, contract value, service plan, totals).
• customer-reporting.md › Additional Columns catalog: Sales Report optional Additional Columns catalog: contact, cadence, add-ons, discounts, balances/aging, cancellation, agreement signature, flags, rep and route data, subscription financials, source.
• customer-reporting.md › Audit Sales: suspicious-entry review, no result table demonstrated: Audit New Sales checks new sales for data-entry mistakes; after Refresh no result table appeared, so the outcome is unknown.
• customer-reporting.md › Evidence limits for business fit: Evidence limits: Email Dashboard and Sales Report have output; Audit Sales and Prepayments do not; formulas, exports and eligibility unverified.
• customer-search.md › Customer Search: filters and report controls: Intro: Customer Search is a configurable customer report with six filter groups, saved reports and column selection (captures 412-434); nothing executed.
• customer-search.md › Shared report controls: Shared controls: submenu, filter groups, Clear Filters, Run Report, table search, Actions, Toggle Map, sortable headers, 134 entries, saved reports/columns.
• customer-search.md › Saved Reports: Saved Reports: name, User/Office/Global scope, default flag, Save/Save as New; none saved.
• customer-search.md › Columns and List By: Columns and List By (Customer/Subscription/Service Round); Run Report attempt left output unchanged; full output column catalog grouped by business meaning.
• customer-search.md › Actions menu: scope is explicitly different by action: Actions menu bulk actions by scope: flags, subscription price update, bulk freeze (all matching); send message/password/template email (current page); rollbacks; Write to Excel.
• customer-search.md › Coverage and fit limits: Coverage limits: run results, cardinality, permissions, saves, exports, communications and bulk outcomes untested.
• dashboard.md › Dashboard metrics and controls: Intro: dashboard captures 386-411 and 24 metric help dialogs; definitions are the vendor's claims, Collections % (Accrual) has no help.
• dashboard.md › Shared controls and evidence limits: Dashboard shared controls (per-card dates, refresh, help) and the failed gear/settings attempt 387.
• dashboard.md › Customer, subscription and service metrics: Definitions and limits of customer, subscription and service metrics: active customers, subscriptions, cancellation reasons, monthly services, technician ratings, completion %, stops per route, AutoPay %, average rates, contract values, customer age, subscription sources.
• dashboard.md › Monthly Services: preserve the captured date boundaries: Monthly Services buckets (overdue, unscheduled, scheduled, completed) with exact captured due-date windows and how they differ from Job Pool defaults.
• dashboard.md › Financial metrics: Financial metrics: collections %, receivables aging, payment types, frozen with stored account, recurring billing, debit balance, revenue by service/month, recurring annual revenue, with their bases and limits.
• dashboard.md › Measurement metrics: area and length have separate units: Measurement metrics in square and linear feet (subscribed vs completed, with add-ons and inactive), including the LF help's SF wording error.
• dashboard.md › Interpreting the dashboard for software fit: How to read the dashboard for software fit: similar names use different populations and dates; nothing was reconciled to records.
• domain-model.md › What is sold, what is due, what is visited: Sold vs due vs visited: service type, subscription, service plan/rounds, bundles, add-ons, appointment/reservice, invoice vs production value, contract value scopes.
• evidence-quality.md › Corrections verified: Corrections table: which later captures supersede loading/clipped ones (form selector 451, maps 522-526, billing/report reloads, aging 537-538, settings recaptures 540-547, communication details, customer filters, subscription billing, Job Pool 556, Recommended Routes 557, reinstatement 558, invoice 443).
• evidence-quality.md › Remaining rendering and coverage limits: Remaining rendering limits by capture: dilution calculator, global search 532, card entry 026/360, Composite Stat, Tasks, contract template, communication templates, employee photos, alerts/KB, session 384-385, dashboard, customer report controls, subscription, State Chemical 501-503.
• evidence-quality.md › Blank output and attempted states: Blank and attempted states: list of blank Office reports, WDO 488-489 empty document view, Audit Sales, Time Clock report, Prepayments, Knocking, Top Ten; explicit zero tables are stronger evidence.
• final-evidence-review.md › Findings corrected: Corrected findings: populated customer, superseded blank reports, 19 audit panels, card/payment/aging clipping, card-entry blank, own-user permission tabs, global autocomplete, failed payment text, capability vs outcome.
• final-evidence-review.md › Limits retained rather than papered over: Limits kept: Forecast/Frozen/Audit New Sales/Knocking indeterminate, Tasks/gear/Composite Stat/contract preview, State Chemical California/NY/Ohio, customer checkout concurrency, no consequential actions, 385 blank transition.
• global-controls.md › Time Clock Report and advanced options: Time Clock Report filters, overtime thresholds, ADP export codes, saved-report controls and Excel/ADP exports; no rows or export.
• 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 › 061-reporting-office — Office Reporting: Office Reporting catalog page: no report-specific controls in the text snapshot.
• reporting/controls.md › 062-report-forecast — Forecast Report: Observed controls for Forecast Report (062): Projects upcoming services and revenue from existing subscriptions up to a chosen 'Forecast To' date.
• reporting/controls.md › 063-report-alerts — Alerts: Observed controls for Alerts report (063): Lists alerts for a start and end date range, with Refresh and Export to CSV.
• reporting/controls.md › 064-report-ar-oversight — AR Oversight Report: Observed controls for AR Oversight Report (billing activity audit log) (064): An audit log of who did what in billing and accounts receivable.
• reporting/controls.md › 065-report-audit — Audit: Audit report controls: date range, Refresh, CSV and the 19 data-quality check tabs with their counts, plus the stated purpose (common data-entry mistakes).
• reporting/controls.md › 066-report-average-contract-rates — Average Contract Rates: Observed controls for Average Contract Rates (066): Shows average contract (subscription) prices for a date range, with Refresh and Export to CSV.
• reporting/controls.md › 067-report-average-time-on-site — Average Time On Site By Tech: Observed controls for Average Time On Site By Tech (067): Compares how long each technician spends at a stop, grouped by technician and by the appointment's planned duration.
• reporting/controls.md › 068-report-billing-service-type — Billing by Service Type: Observed controls for Billing by Service Type (068): Summarises what was invoiced (and how much of it has been collected) for a date, grouped by service type by default with up to two sub-groups; grouping choices include billing frequency, city, county and tax codes, customer source, division, GL account, invoice date/month/type, line item, office, PO number, region, sales rep, service bundle or category, technician and zip.
• reporting/controls.md › 069-report-cancellation — Cancellation: Observed controls for Cancellation report (069): Lists customers who cancelled or are pending cancellation in a date range (maximum six months per run).
• reporting/controls.md › 070-report-cancellation-reinstatement — Cancellation Reinstatement: Observed controls for Cancellation Reinstatement (070): Lists cancelled or frozen customers who were later reinstated.
• reporting/controls.md › 071-report-cancellation-subscription — Cancellation Subscription: Observed controls for Cancellation Subscription (071): Lists cancelled subscriptions (as opposed to whole customer accounts) for a date range.
• reporting/controls.md › 072-report-change-log — Change Log Report: Observed controls for Change Log Report (072): A system-wide change history.
• reporting/controls.md › 073-report-commission — Commission: Observed controls for Commission report (073): Calculates employee commissions.
• reporting/controls.md › 074-report-customer-access — Customer Access: Observed controls for Customer Access log (074): A log of employee activity on customer records for a date range, filtered by employee.
• reporting/controls.md › 075-report-customer-feedback — Customer Feedback: Observed controls for Customer Feedback (075): Lists customer service ratings for a date range, filtered by star rating (1 to 5 or all) and by whether the customer marked a favourite.
• reporting/controls.md › 076-report-customer-restore — Customer Restore: Observed controls for Customer Restore (076): Lists customer records that can be restored after removal.
• reporting/controls.md › 077-report-device-exceptions — Device Exceptions: Observed controls for Device Exceptions (077): Meant to show bait stations and other devices that were not scanned, replaced, removed or skipped.
• reporting/controls.md › 078-report-expiring-paid-in-full — Expiring Paid In Full: Observed controls for Expiring Paid In Full (078): Lists customers flagged as having paid a year in full whose prepaid period is running out, so the office can follow up.
• reporting/controls.md › 079-report-expiring-cards — Expiring Credit Cards: Observed controls for Expiring Credit Cards (079): Finds stored credit cards that expire between a start and end month, filtered by customer status (any, active, frozen) and office.
• reporting/controls.md › 080-report-expiring-po — Expiring PO Numbers: Observed controls for Expiring PO Numbers (080): 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.
• reporting/controls.md › 081-report-equipment-appointments — Equipment Appointments: Observed controls for Equipment Appointments (081): Lists appointments that involve customer equipment (devices) in a date range, filtered by equipment flags.
• reporting/controls.md › 082-report-failed-payment-methods — Failed Payment Methods: Observed controls for Failed Payment Methods (082): Finds customers whose stored payment method failed.
• reporting/controls.md › 083-report-frozen-customers — Frozen Customers w/ Payment Accounts: Observed controls for Frozen Customers with Payment Accounts (083): Meant to list frozen (inactive) customers who still have stored payment accounts.
• reporting/controls.md › 084-report-line-items — Line Items: Observed controls for Line Items (084): Itemises every charge on invoices (tickets) for a date range, with an option to show add-on codes.
• reporting/controls.md › 085-report-monthly-services — Monthly Services: Observed controls for Monthly Services (085): Meant to summarise completed, scheduled, unscheduled and overdue services.
• reporting/controls.md › 086-report-notes — Monthly Services: Notes report (086) controls: date, office, customer ID, Advanced Filters, Refresh, CSV; page header still said Monthly Services.
• reporting/controls.md › 087-report-prepayments — Prepayments: Observed controls for Prepayments (prepay offers) (087): Tracks prepayment offers sent to customers.
• 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 › 089-report-pushed-services — Pushed Services: Observed controls for Pushed Services (089): Shows how due services were handled in a date range: customers due, customers completed, pending cancellation, rescheduled services, pending appointments, cancelled appointments and services with no appointment.
• reporting/controls.md › 090-report-reminder-responses — Reminder Responses: Observed controls for Reminder Responses (090): Lists customer replies to appointment reminders for a date range, filtered by service date, sent date or response time, with Refresh and Export to CSV.
• reporting/controls.md › 091-report-renewals — Renewals: Observed controls for Renewals (091): Lists subscriptions due for renewal.
• reporting/controls.md › 092-report-retention — Retention Report: Observed controls for Retention Report (092): Measures how long customers stay.
• reporting/controls.md › 093-report-route-reporting — Route Reporting: Observed controls for Route Reporting (loading) (093): Meant to show per-route performance.
• reporting/controls.md › 094-report-sales-tax-old — Sales Tax (OLD): Observed controls for Sales Tax (OLD) (094): The older sales tax report, still in the menu next to the newer one.
• reporting/controls.md › 095-report-sales-tax — Sales Tax: Observed controls for Sales Tax (095): The current sales tax report.
• reporting/controls.md › 096-report-sales-collections — Sales Collections: Observed controls for Sales Collections (096): Shows collections for a date range, with an option to include $0 collected (default No), Refresh and Export to CSV.
• reporting/controls.md › 097-report-service-plan-omitted — Service Plan Omitted Services: Observed controls for Service Plan Omitted Services (097): Lists services inside a service plan that were skipped or opted out of.
• reporting/controls.md › 098-report-target-issues — Target Issues By Service Type: Observed controls for Target Issues By Service Type (098): Counts the pests (target issues) recorded on appointments.
• reporting/controls.md › 099-report-tech-cancels — Tech Cancels: Observed controls for Tech Cancels (099): Ties customer cancellations to the technician who serviced them.
• reporting/controls.md › 100-report-tech-collections — Tech Collections: Observed controls for Tech Collections (100): Shows payments collected by technicians at appointments.
• reporting/controls.md › 101-report-tech-completion-notes — Tech Completion Notes: Observed controls for Tech Completion Notes (101): Lists the notes technicians write when completing a service, for a start/end date range, with Refresh and Export to CSV.
• reporting/controls.md › 102-report-tech-reservices — Tech Re-services: Observed controls for Tech Re-services (102): Ties re-service visits (call-backs) to the technician whose earlier service caused them.
• reporting/controls.md › 103-report-unpaid-initial — Unpaid Initial: Observed controls for Unpaid Initial (103): Lists initial (first) services that have not been paid, for a start/end date range, with Refresh and Export to CSV.
• reporting/controls.md › 104-report-california-wdo — California WDO Report: Observed controls for California WDO Report (104): A state report of California wood-destroying-organism (termite) inspections.
• reporting/controls.md › 105-report-wdo-state — WDO State Reporting: Observed controls for WDO State Reporting (105): Lists WDO (termite) reports for state filing by inspection or work-completion date and office.
• reporting/controls.md › 106-reporting-inventory — Inventory Tracking: Observed controls for Manage Inventory (106): Shows stock of products (mostly pesticides and baits) and lets the office adjust it.
• reporting/controls.md › 107-inventory-distribute — Inventory Tracking: Observed controls for Distribute Inventory (107): Hands out product stock from the office to employees (for example onto a technician's truck).
• reporting/controls.md › 108-inventory-chemical-tracking — Inventory Tracking: Observed controls for Chemical Tracking Report (108): Tracks product stock movement and value over a date range.
• reporting/controls.md › 109-inventory-changes — Inventory Tracking: Observed controls for Inventory Changes Report (109): Lists stock changes over a date range, grouped by day, week or month and sub-grouped by none, employee or vendor.
• reporting/controls.md › 110-inventory-employee-usage — Inventory Tracking: Observed controls for Employee Usage Report (110): Shows how much product each employee received and applied.
• reporting/controls.md › 111-inventory-state-chemical — Inventory Tracking: Observed controls for State Chemical Reports (111): Produces pesticide-use reports for state regulators.
• reporting/controls.md › 112-inventory-california-school — Inventory Tracking: Observed controls for California School & Day Care Report (112): A separate California report of pesticide applications at schools and day-care sites.
• reporting/controls.md › 118-reporting-technician-stats — Technician Stats: Observed controls for Technician Stats (118): Technician performance scorecard.
• reporting/controls.md › 119-technician-report-table — Technician Stats: Observed controls for Technician Stats, table button pressed (119): The Technician Stats page after Show Report Table was pressed.
• reporting/controls.md › 120-reporting-office-stats — Office Stats: Observed controls for Office Stats (blank) (120): The Office Stats page opened, but only the heading rendered and the body is blank.
• reporting/controls.md › 121-reporting-form-lookup — Form Lookup: Observed controls for Form Lookup (121): Searches filled-in forms (NPMA termite/WDO forms).
• reporting/controls.md › 461-audit-subscription-frequency — Audit: Active Subscriptions with no frequency set: Observed controls for Audit check: Active subscriptions with no frequency set (461): One of the 19 data-quality checks in the Audit report, selected on its own: it lists subscriptions that have no service frequency.
• reporting/controls.md › 462-audit-overdue-subscriptions — Audit: Active Subscriptions with due dates more than 5 months ago: Observed controls for Audit check: Active subscriptions due more than 5 months ago (462): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active subscriptions whose next due date is more than five months in the past.
• reporting/controls.md › 463-audit-monthly-billing — Audit: Past Due Monthly Billing: Observed controls for Audit check: Past due monthly billing (463): One of the 19 data-quality checks in the Audit report, selected on its own: it lists monthly-billed subscriptions whose billing is past due (help text says this can follow an old date or another error).
• reporting/controls.md › 464-audit-subscriptions-without-initial — Audit: Active Subscriptions without an Initial: Observed controls for Audit check: Active subscriptions without an initial (464): One of the 19 Audit data-quality checks: active subscriptions with no initial (first) service.
• reporting/controls.md › 465-audit-reservice-subscription — Audit: Re-Services counting towards a subscription: Observed controls for Audit check: Re-services counting towards a subscription (465): One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that are counted as regular subscription services.
• reporting/controls.md › 466-audit-service-without-subscription — Audit: Regular Services without Subscription: Observed controls for Audit check: Regular services without subscription (466): One of the 19 data-quality checks in the Audit report, selected on its own: it lists regular services not attached to a subscription.
• reporting/controls.md › 467-audit-reservice-charge — Audit: Re-Services having a charge: Observed controls for Audit check: Re-services having a charge (467): One of the 19 data-quality checks in the Audit report, selected on its own: it lists re-service visits that carry a charge (re-services are normally free).
• reporting/controls.md › 468-audit-duplicate-customers — Audit: Potential Duplicate Customers: Observed controls for Audit check: Potential duplicate customers (468): One of the 19 data-quality checks in the Audit report, selected on its own: it lists customer records that may be duplicates.
• reporting/controls.md › 469-audit-missing-documents — Audit: Active Customers without a document: Observed controls for Audit check: Active customers without a document (469): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no document (such as a signed agreement) on file.
• reporting/controls.md › 470-audit-missing-phone — Audit: Active Customers without a phone number: Observed controls for Audit check: Active customers without a phone number (470): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no phone number.
• reporting/controls.md › 471-audit-bad-geocodes — Audit: Customers with bad geocode: Observed controls for Audit check: Customers with bad geocode (471): One of the 19 Audit data-quality checks: customers whose address could not be placed correctly on the map.
• reporting/controls.md › 472-audit-missing-email — Audit: Active Customers without an email address: Observed controls for Audit check: Active customers without an email address (472): One of the 19 data-quality checks in the Audit report, selected on its own: it lists active customers with no email address.
• reporting/controls.md › 473-audit-differing-addresses — Audit: Customers with differing addresses: Observed controls for Audit check: Customers with differing addresses (473): One of the 19 data-quality checks in the Audit report, selected on its own: it lists customers whose addresses do not match each other (for example service versus billing address).
• reporting/controls.md › 474-audit-differing-emails — Audit: Customers with differing e-mail addresses: Observed controls for Audit check: Customers with differing email addresses (474): One of the 19 data-quality checks in the Audit report, selected on its own: it lists customers whose email addresses do not match each other.
• reporting/controls.md › 475-audit-multiple-subscriptions — Audit: Customers with multiple subscriptions: Observed controls for Audit check: Customers with multiple subscriptions (475): One of the 19 Audit data-quality checks: customers who have more than one subscription.
• reporting/controls.md › 476-audit-cards-without-autopay — Audit: Customers with cards on file but not on auto pay: Observed controls for Audit check: Cards on file but not on AutoPay (476): One of the 19 data-quality checks in the Audit report, selected on its own: it lists customers with a stored card who are not on AutoPay.
• reporting/controls.md › 477-audit-employee-images — Audit: Employees with Images Saved: Observed controls for Audit check: Employees with images saved (477): One of the 19 data-quality checks in the Audit report, selected on its own: it lists employee images saved (the count unit reads 'Appointments', so the exact meaning is unclear).
• reporting/controls.md › 478-audit-locked-periods — Audit: Locked Periods Audit Log: Observed controls for Audit check: Locked periods audit log (478): One of the 19 data-quality checks in the Audit report, selected on its own: it lists a log of locked accounting periods.
• reporting/controls.md › 479-route-reporting-revisited — Route Reporting loaded recapture: Observed controls for Route Reporting (479): Per-route performance table.
• reporting/controls.md › 480-route-reporting-results — Route Reporting refreshed result: Observed controls for Route Reporting after Refresh (480): The same Route Reporting view after pressing Refresh: same filters and 24 columns, and the table still states there are zero entries for the captured day.
• reporting/controls.md › 481-notes-report-revisited — Notes basic filters: Observed controls for Notes report (481): Searches all notes recorded on customers.
• reporting/controls.md › 482-notes-advanced-filters — Notes expanded criteria: Observed controls for Notes report, advanced filters (482): The Notes report with Advanced Filters open.
• reporting/controls.md › 483-device-exceptions-revisited — Device Exceptions loaded state: Observed controls for Device Exceptions (483): Shows devices (bait stations and similar) that were not handled normally on visits.
• reporting/controls.md › 484-monthly-services-revisited — Monthly Services rendered summary: Observed controls for Monthly Services (484): A monthly workload summary: cards for completed, scheduled, unscheduled, overdue and total services, plus a collapsed per-office row.
• reporting/controls.md › 485-monthly-services-advanced — Monthly Services expanded criteria: Observed controls for Monthly Services, advanced filters (485): Monthly Services with Advanced Filters open.
• reporting/controls.md › 486: Forecast table-mode attempt: Forecast table mode (486): same filters, only Total Services/Total Revenue Summary headings, no values.
• reporting/controls.md › 487: Billing by Service Type chart state: Billing by Service Type chart state (487): grouping, revenue/production, write-offs, plan/bundle filters, zero stats and empty table columns.
• reporting/controls.md › 488–489: WDO State Reporting: WDO State Reporting (488-489): date, offices, seven report types, Document View toggling to Table View; empty list and preview.
• reporting/controls.md › 490: Customer Restore populated table: Customer Restore (490): searchable table of removed customers with Restore buttons on nine rows; none executed.
• reporting/controls.md › 491: Frozen Customers w/ Payment Accounts: Frozen Customers with Payment Accounts (491): Refresh/CSV only, blank body.
• reporting/controls.md › 492–495: Technician Stats loaded cards/table: Technician Stats (492-495): saved presets, filters, star-review comparator, card view with chart, and the table columns (productive appointments, reviews, re-services, cancels).
• reporting/controls.md › 496–498: Office Stats loaded cards/table: Office Stats (496-498): saved presets, key indicators, employee status, weekend options, card view and table columns of staff activity counts.
• reporting/controls.md › 499: Distribute Inventory revisited: Distribute Inventory (499): stock filters, Update Inventory, grid with Distributed To employee picker; zero entries.
• reporting/controls.md › 500–503: State Chemical Reports selected formats: State Chemical Reports (500-503): Standard/California/New York/Ohio formats, shared filters, Excel/Print/PRL exports, license warnings; no filing.
• reporting/controls.md › Technician Key Indicator options: Full list of Technician Stats Key Indicator options (appointments serviced/scheduled, no-shows, collections, star reviews, re-services, cancels caused by tech).
• reporting/controls.md › Technician Stats to Include options: Full list of Technician Stats 'Stats to Include' metrics, including time on site, production value, completion %, re-service and cancellation %.
• reporting/controls.md › Office Stats to Include options: Full list of Office Stats 'Stats to Include' counts: office sales, alerts, tasks, emails, SMS, calls, letters and many note types, cancellations, reactivations.
• reporting/controls.md › 558: Cancellation Reinstatement visible slider: Cancellation Reinstatement edge capture (558): full Days Frozen slider 7 to 30 visible; blank result body.
• reporting/findings.md › What is directly observed: Per-capture table of every Reporting page (six categories, 44 Office reports, Inventory, Locations, Technician/Office Stats, Form Lookup) with visible controls and what is unverified; notes which blanks were later resolved.
• reporting/findings.md › Audit panel review: captures 065 and 461–478: All 19 Audit data-quality panels with counts and columns (42 subscriptions without initial, 4 bad geocodes, 8 multiple subscriptions); counts are potential errors, date filter semantics unverified.
• reporting/findings.md › Route Reporting recaptures 479–480: Route Reporting 479-480: filters and the 24 route columns (services, time windows, start/end times, distance score, value); explicit empty result.
• reporting/findings.md › Notes report recaptures 481–482: Notes report 481-482: basic and advanced filters (note types, content, visibility to customer/tech) and columns; zero entries.
• reporting/findings.md › Device Exceptions and Monthly Services: recaptures 483–485: Device Exceptions 483 (exception types, groupings, scan columns) and Monthly Services 484-485 (summary cards and separate date windows per category) now render.
• reporting/findings.md › Later Reporting states: 486–503: Later states 486-503: Forecast table headings only, Billing chart, WDO options/document view, Customer Restore rows, Frozen blank, Technician/Office Stats cards and tables, Distribute Inventory, four State Chemical formats with limits.
• reporting/findings.md › Facts that change interpretation: Interpretation facts: how Average Contract Rates, Time On Site, Audit, AR Oversight, Billing/Line Items, Retention, Commission, Sales Tax, Inventory, State Chemical, Technician Stats, Locations and Form Lookup define their numbers.
• reporting/findings.md › Business-fit implications: Business-fit: broad report catalog, need explicit metric definitions, saved report presets, separate data-quality audit vs action tracing; empty data limits conclusions.
• reporting/findings.md › Known remaining coverage and limits: Remaining gaps: indeterminate states, unopened advanced filters, untested exports, state chemical acceptance, inventory, locations, technician formulas, form actions, mutation boundaries, role scope.
• reporting/findings.md › Verified Technician/Office lower views: Technician and Office Stats lower-view supplements close clipping gaps; do not prove metric accuracy.
• reporting/findings.md › Cancellation Reinstatement edge capture 558: Cancellation Reinstatement 558 shows the full Days Frozen slider (7 to 30); body blank, nothing tested.
• sales/controls.md › 050–051, 533: Sales Leaderboard Report: Sales Leaderboard controls: primary stat list, date basis, grouping, advanced eligibility filters, table view.
• sales/controls.md › 053: Sales Service Report: Sales Service Report controls, summary labels and legend.
• sales/controls.md › 056, 534–535: Top 10 Report: Top 10 Report types, ranges and ten-sale eligibility note.
• sales/findings.md › Sales Leaderboard Report: Leaderboard measures, attribution filters, saved leaderboards and empty table.
• sales/findings.md › Sales Service Report: Sales Service Report summaries of sold vs serviced work; zero today.
• sales/findings.md › Top 10 Report: Top 10 Report controls and eligibility note; no ranking rows.
• sources/manual-verification.md › Prioritized handoff queue: Prioritised queue of 20 indexed manuals (customer card, properties, subscriptions, billing tab, Job Pool, Fill Routes, Intelligent Routing, Service Plan report, convenience payments, disbursements, trigger rules, access profiles, 2FA, technician stats, portal, contracts vs forms) with official URLs.
• sources/official-manual-findings.md › The Customer Card: Overview: Customer Card Overview manual: card centralises the account, checkout blocks concurrent access, Transfer hands it to another admin, Customer Since, A/R Turnover.
• sources/official-source-checks.md › Corroborated business meaning: Public-source corroboration table: customer card, Conditions, Equipment as site devices, Properties, Service Type vs Plan, prospect/lead/customer, grouping/optimise/assign, Fill Routes, Job Pool map, AutoPay, Convenience Payments, Forecast and cancellation reports, payments, disbursements, AR Oversight, prepayments/bundles, condition codes and appointment notes.
• 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).