Scheduling and appointments

Route Templates (368-route-templates-clear, 369-route-template-name-editor). The values are this account's state.

Subscription scheduling fields (437-existing-subscription-detail, 439-existing-subscription-lower)

Service Type scheduling fields (540-service-type-editor-clear)

• Appointment Frequency; Default Followup Delay (incl. No Followup) and Maximum Follow up Delay; Default Appointment Length; Season Start / Season End (enforcement unknown); Alternate Service Days (rule unknown).
• Is this an initial service / Initial Service Type; Recurring/One-time Service; Is this a reservice; Child Service for Service Plan.
• Skills (dispatch requirement; enforcement unverified).
• Early Completion Window (Flexible scheduling before the due date).
• Use Fill Routes Buffer / Scheduling Buffer before and after (window around the next service date); Followup Buffer before and after.
• Schedule Commission % (compensation for scheduling; base unverified).
• Send Reminders, Custom Reminder Text (1200), Intro / Outro Recording, Appointment Notes (External).

Office Routing Options that shape booking (219-office-routing-options-editor)

• Minimum Spot Window (0-4 hours); Fixed To: Spot / Route / Group; Limit AM/PM; Limit Call Ahead; Lock Confirmed Appointments; Expand Reschedule Events (day, assigned technician, time-window changes, adding a window); Consolidate Multiservice Appointments (groups eligible bundle visits in Fill Routes, Intelligent Routing and Optimize). The endpoint, score and optimization options belong to Routing.

Office Other Options (221-office-other-options-editor): Auto Scheduling; Auto Freeze Subscription/Customer If Initial Appointment Canceled; Capacity and Estimate (scope unverified); default Customer / Subscription Cancellation reasons are in Contract Defaults (admin controls).

Mobile Sales scheduling prerequisites (182-mobile-sales-default-editor): Require Map Code; Appointment Flexibility; Default Recurring / Initial Service Type; Require Signed Agreement for Scheduling; Require Payment Method for Scheduling (tooltip: valid method for the initial appointment); Show Nearby Appointment Distance/Mileage (tooltip: distance to booked or completed work on technician schedules); Technician Earliest Available Spot shortcut (tooltip: each accessible technician's earliest slot, all mobile users). Service side Enable Rescheduling lets technicians move visits (see Work order).

Frequency Options (169-settings-frequency-options, 170-settings-frequency-form): Global, Type, Search, + Frequency; Description (required), Type (Auto-Schedule, Fill Routes Buffer, Initial Followup, Recurring Billing, Subscription, Renewal, Convenience Payments), Number (required), office scope. Rows use days or appointment counts by type. Labels like "Monthly / 30 Days" do not prove calendar-month behavior elsewhere.

Custom Schedules (157-settings-custom-schedules, 158-settings-custom-schedule-form, 159-settings-custom-schedule-specific-date, 160-settings-custom-schedule-weekday): Type All / Subscription / Recurring Billing / Initial Billing; Global, Common (All / Uncommon / Common), Search; + Custom Schedule Template; Name (required), Type, scope, Common or Uncommon; January-December each with + Specific Date (1-31 in January) and + Day of Week (Monday-Sunday with First-Fifth); a per-rule glyph with unknown effect. Short months, a missing fifth weekday, leap years, holidays, time zones and conflicts are untested.

Skills (175-settings-skills, 176-settings-skill-form): Visibility, Global, Search, + Skill; Description (required), scope, visibility; Service Types and Add Ons multi-selects; Utilize in Scheduling (checked). Enforcement untested.

Reason dictionaries (148-settings-appointment-cancel-reasons, 153-settings-reschedule-reasons, 155-settings-reservice-reasons, 346-skip-reasons)

All share Global (all, office-specific, all-office), Visibility, Search, Add and per-row edit.

Generic Flags (329-generic-flags, 330-generic-flag-editor): the Type list includes Appointment, Subscription and Customer flags. The examples are service cues such as a dog to keep away or a ladder needed. Code and Description are required. Display and mobile alerting were not tested.

Job Pool (031-scheduling-job-pool, 032-job-pool-advanced, 556-job-pool-columns-clear). The filters are shared with Visual Grouping, Dispatch Map, Fill Routes and Intelligent Routing, but the subset differs by screen.

Other Job Pool controls: Hide All Flags / Show Customer / Subscription / All Flags; Top 500 to 8000 Results cap; Enable multi-row selection (multiple services for one customer; multi-unit properties excluded); Search; Actions; Show/Hide Columns; row play button. Columns: CustomerID, Customer, Phone, Street, City, Zip, Map, Balance, Production Value, Flags, Tech, Region, Service, Bundle, Plan, Skills, Due On, Days, UoM, Measurement. Basic, Advanced, Clear Filters and saved-report controls (name, User / Office / Global scope with Global disabled, Default, Save, Save as New) are shared across scheduling screens.

Recommended Routes (029-customer-schedule, 557-recommended-routes-clear): Sort by Closest / Soonest; Include Full Routes / Only Non-Filled Routes; Filter Techs; Filter Groups; Max Miles; Date Range Start / End; Match by Tech Skills; Refresh; results Date / Tech / Avg. Distance / Closest To / Capacity / Sub SF / Total SF / Sub LF / Total LF. Distance and fullness formulas were not captured.

Service Plan Management (033-service-plan-management): Date; Include / Exclude Service Plans; Advanced Filters; Refresh; Export to CSV; row and select-all checkboxes; Close Service Plan Cycles; Skip Rounds; columns Customer ID, Customer, Service Plan, Service Round, Cycle Start, Cycle End, Round Status, Due On, Round Range, Completed Rounds, Skipped Rounds, Subscription Status, Balance; Show entries 50-10000.

Calendar and Day view (030-scheduling-calendar, 514-routing-october-calendar, 515-routing-populated-day, 521-multi-day-planner): month arrows, date cells (open the day), Routes / Serv / Sold per day. The day has arrows, Add Routes (1-15), Job Pool, Reminders, Day Map, Optimize, Print, Multi-Day Planner, route group Click To Edit / + Add Group, Schedule Fixed Appointment slots, route cards with Appts, hours (0.5/11 hrs), Distance Score (36285, no unit) and Value ($99). Some compact icons (FF, S, red and clock icons) have no captured meaning. Multi-Day Planner: nine mini calendars (August 2026-April 2027), Filter Techs, Group By Technician / Day, Filter Groups, Refresh, Toggle Mini Calendar.

Day Reminders dialog (518-day-reminder-controls): Search; Customer, Service Type, Red Notes, Special Scheduling, SMS, Email, Voice, Status; Toggle All Reminders / Voice / Email / SMS; Send Reminders; Cancel.

Appointment detail (448-customer-appointment-detail): Edit; Cancel; Scheduled By with timestamp and time zone; Date with "Click to see route" (8-8.3 time display); Subscription selector; Completion Info; Print Notification, Send Follow-up Email, Send Mail. The Appointments tab has Service Notification Report and History (447-customer-appointments). Asterisks on rows have no explained meaning.

Customer Search, Service Appointment filters (417-service-appointment-filters, 419-service-appointment-filters-upper-middle, 418-service-appointment-filters-middle, 420-service-appointment-filters-lower)

• Dates: Scheduled For, Created On, Date Skipped, Date Opted-Out, Date Service Was Due (all separate).
• Skipped Reasons (Auto-Skipped, Prepay Upsell, Unspecified); Skipped Services (N/A, All, Only Auto-Skipped, Only with Reason, Exclude); Opted-out Services (N/A, Only, Exclude).
• Scheduled By / Completed By / Serviced By; Auto Scheduled (N/A, Only, Exclude).
• Paid Between; Service Balance (seven operators; not Account Balance).
• Services; Initial Service (N/A, Only Initials, Exclude Initials); Category (Mosquito, SYSTEM in the account).
• Status: Pending, Completed, Not Serviced, Canceled, Rescheduled, Auto-Skip, Skipped, Opted-Out.
• Show Appt Reminders (No / Yes; a display option, not a send).
• Stand-Alone Services (N/A, Include, Exclude, Only); Subscription Appt # (text; meaning inferred from label).
• Include / Exclude Flags (Appointment Flags); Appt / Unit Custom Fields; Feedback Rating; Target Issues; Show Tech Notes; Serviced Interior; Images Uploaded; Appt Checklist Data (see Work order).

Trigger Rules events for scheduling (233-trigger-appointment-status, 239-trigger-reminders, 241-trigger-subscription-due, 250-trigger-action-hold)

• Appointment Status: Changed To (Any, Canceled, Completed, Not Serviced, Pending, Rescheduled, Scheduled); When to Trigger On Save / After Time; Is Initial Service; locked-period classification; Multi Unit; Appointment Type (exclude / include / only stand-alone and reservice); include/exclude Service Types, Customer / Subscription / Appointment Flags, Divisions, Regions.
• Reminders: Days Before / on Check-In (Days Before required); Multi Unit; Property Type; Is Initial Service; segment filters.
• Subscription Due for Service: Before / After Due Date with offset (1 day before by default); Service Plan Exclude / Include / Only; Has Initial Service; Multi Unit; Property Type; segment filters.
• Subscription Status changes (Active, Agreement Sent, Frozen, Lead Created, Subscription Created) and Agreement Status are on Integrations and API.
• Place Subscription On Hold action: hold reason, whether to cancel pending appointments, notes.

Access Control permissions for scheduling (admin controls, user management):

• Scheduling group: View Own Routes, View Other's Routes, Edit Own Routes, Edit Other's Routes, Create Routes, Delete Routes, Lock/Unlock Routes, Schedule On Locked Routes, Schedule Appointments (tooltip: includes web Job Pool, routing, assignment and template access), Cancel Own Appointments, Edit Other's Appointments, Unlock Other's Appointments, Intelligent Routing, Assign Map Pages, View Production Value, Use Structures/Trend Reporting (extra charges may apply), Create/Edit Route Templates, Edit External Appointment Notes.
• Other groups: Transactions: Complete appointment when period is locked. Reports: Update Preferred Technician. Mobile: Override Payment & Agreement Schedule Requirements; Override Availability Windows (edit existing appointment availability bounds).
• Enforcement was not tested.

Reports and metrics on scheduling

• 034-route-builder · Route Builder (Routing): Route Builder prepares empty route capacity for a range of dates before work is assigned.
• 035-fill-routes · Fill Routes (Routing): Fill Routes picks due jobs and places them onto existing routes automatically.
• 036-visual-grouping · Visual Grouping, early view (Routing): Visual Grouping lets the office group subscriptions on a map by preferred technician or by region.
• 037-intelligent-routing · Intelligent Routing (Routing): Intelligent Routing builds optimized route plans from due work.
• 038-assign-planned-routes · Assign Planned Routes (Routing): This is the step that puts optimized route plans onto technicians' days.
• 039-dispatch-map · Dispatch Map, early view (Routing): The Dispatch Map shows the day's routes, technicians and due work on a map with a filter sidebar.
• 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.
• 062-report-forecast · Forecast Report (Service agreements and renewals): Projects upcoming services and revenue from existing subscriptions up to a chosen 'Forecast To' date.
• 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.
• 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.
• 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.
• 102-report-tech-reservices · Tech Re-services (Technicians and licenses): Ties re-service visits (call-backs) to the technician whose earlier service caused them.
• 126-admin-route-templates · Route Templates page (Routing): Reusable day template of appointment spots for routes: generate spots from start/end/interval, add or clear spots, block a spot with a description, and template-level settings such as auto creation, notifications, who can schedule, standard duration, buffer, timed-appointment limit and maximum spot capacity.
• 129-preferences-service-menu · Service Related menu (Service agreements and renewals): Expanded list of the 21 service setup pages: add-ons, application methods, appointment cancel/no-show, reschedule and reservice reasons, appointment checklists, condition templates and types, custom schedules, custom appointment and unit details, discounts, equipment types, frequency options, products, service bundles, plans and types, skills, target areas and target issues.
• 135-settings-service-type-form · New Service Type form (Service agreements and renewals): Large definition form that sets one service's whole policy: appointment frequency and season, contract length and signature, allowed products, commission percentages, tax, minimum charges, separate billing frequency and initial-invoice timing, initial and recurring invoice templates, skills and Fill Routes buffers, follow-up and reminder communications, and mobile-sales visibility.
• 138-settings-service-plan-round · Service Plan round row (Service agreements and renewals): Adds one round to a plan: name, service type, start/end month-day, wait period after the previous round, dependency on another round, maximum delay for late joiners, service charge, discount and subtotal.
• 157-settings-custom-schedules · Custom Schedules list (Service agreements and renewals): List of custom calendar rules, filtered by use (Subscription, Recurring Billing, Initial Billing), office scope and Common/Uncommon, with search and + Custom Schedule Template.
• 158-settings-custom-schedule-form · New Custom Schedule form (Service agreements and renewals): Form with name, type (subscription, recurring billing or initial billing), scope, common flag and one section for each month January-December, where you can add a specific date or a weekday rule.
• 159-settings-custom-schedule-specific-date · Custom Schedule: specific date rule (Service agreements and renewals): A day-of-month rule added in one month (January offers 1-31).
• 160-settings-custom-schedule-weekday · Custom Schedule: weekday rule (Service agreements and renewals): A weekday rule in one month: weekday (Monday-Sunday) plus ordinal (First to Fifth), e.g.
• 161-settings-custom-appointment-details · Custom Appointment Details list (Work order): Page for extra custom data fields on appointments, organised in groups.
• 169-settings-frequency-options · Frequency Options list (Service agreements and renewals): Typed list of reusable timing and count values: Auto-Schedule, Fill Routes Buffer, Initial Followup, Recurring Billing, Subscription, Renewal and Convenience Payments.
• 170-settings-frequency-form · New Frequency option form (Service agreements and renewals): Form with required description, type (one of the seven above), required number and office scope.
• 175-settings-skills · Skills list (Technicians and licenses): Catalog of technician skills with visibility and scope filters, search and + Skill.
• 176-settings-skill-form · New Skill form (Technicians and licenses): Form with skill description, scope, visibility, the service types and add-ons that need this skill, and a 'Utilize in Scheduling' checkbox (checked).
• 182-mobile-sales-default-editor · Mobile Sales defaults editor (Mobile app): 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.
• 219-office-routing-options-editor · Office routing options editor (Routing): Routing policy editor with the office's current values (not saved): Minimum Spot Window 0 Hours; Fixed To Spot; Limit AM/PM No; Limit Call Ahead No; Lock Confirmed Appointments No; Route Distance Score Include Tech End Points; Expand Reschedule Events with no event chosen (options Day, Assigned Technician, Time Window changes, Adding a Time Window); Default Map Marker View Compact; Optimization Method Based on Location Settings (Recommended); Consolidate Multiservice Appointments Yes (groups eligible bundle visits in Fill Routes, Intelligent Routing and Optimize).
• 221-office-other-options-editor · Office other options editor (Lead, sales and estimate): Mixed office switches: who can edit red notes, commission based on service type, auto scheduling, deductions on the employee card, freeze after a cancelled initial visit, leads on/off, default new subscription, second and third sales rep, editing the employee DB link, abandoned-lead notification email and Capacity and Estimate.
• 233-trigger-appointment-status · Trigger type: Appointment Status (Integrations and API): Filters for an appointment-status trigger: status changed to (canceled, completed, not serviced, pending, rescheduled, scheduled), on save or after a time, initial service, locked period, multi-unit, appointment type, and include/exclude service types, flags, divisions and regions.
• 239-trigger-reminders · Trigger type: Reminders (Customer messages and marketing): Appointment reminder automation: fire a number of days before or at check-in, with filters for multi-unit, property type, initial service, service types, flags, divisions and regions.
• 241-trigger-subscription-due · Trigger type: Subscription Due for Service (Integrations and API): Automation when a subscription is due for its next service: days before/after due (default 1 day before), service plan inclusion, initial service done, multi-unit, property type and segment filters.
• 250-trigger-action-hold · Trigger action: Place Subscription On Hold (Integrations and API): Action that puts a subscription on hold: hold reason, whether to cancel pending service appointments, and notes.
• 286-communication-section-5-editor · Customer Communication: SMS Appointment Reminder Template (group 5) (Customer messages and marketing): Communication settings editor for 'SMS Appointment Reminder Template', opened unchanged and cancelled.
• 287-communication-section-6-editor · Customer Communication: SMS Reply Auto Response (Confirmed Appointment) (group 6) (Customer messages and marketing): Communication settings editor for 'SMS Reply Auto Response (Confirmed Appointment)', opened unchanged and cancelled.
• 291-communication-section-10-editor · Customer Communication: Email Appointment Reminder Template (group 10) (Customer messages and marketing): Communication settings editor for 'Email Appointment Reminder Template', opened unchanged and cancelled.
• 329-generic-flags · Generic Flags list (Customer account): Dictionary of markers that warn staff about a customer, appointment, equipment, subscription, region, affiliate network or local-SEO item.
• 330-generic-flag-editor · Generic Flag editor (new) (Customer account): Blank form with required Code and Description, Type (Customer, Appointment, Equipment, Subscription, Region, Affiliate Network), office scope and Active/Inactive, with save/cancel.
• 368-route-templates-clear · Route Templates, Regular Routes template (Routing): Reusable day templates of appointment spots for routes.
• 369-route-template-name-editor · Save Template dialog (Routing): Name-only dialog to create a route template: Template Name, Save, Cancel and close.
• 391-dashboard-metric-help-3 · Dashboard help: Monthly Services (Reporting and analytics): The help dialog for the dashboard's Monthly Services card.
• 393-dashboard-metric-help-5 · Dashboard help: Completion % (Reporting and analytics): The help dialog for the dashboard's Completion % card.
• 417-service-appointment-filters · Customer Search, Service Appointment filters (top) (Customer account): The Service Appointment group selects customers by their visits: scheduled-for, created-on and skipped dates, skip reasons and skipped-service options, opt-outs, due date, scheduled/completed/serviced by, auto-scheduled, paid-between date and service balance.
• 418-service-appointment-filters-middle · Customer Search, Service Appointment filters (middle) (Customer account): Middle scroll position of the Service Appointment filters, showing services/type, initial-service, category, appointment status (Pending, Completed, Not Serviced, Canceled, Rescheduled, Auto-Skip, Skipped, Opted-Out), show-reminders and feedback-rating filters.
• 419-service-appointment-filters-upper-middle · Customer Search, Service Appointment filters (upper middle) (Customer account): Scroll position bridging the top and middle of the Service Appointment filters (skip/opt-out, due date, staff attribution, auto-scheduled, paid and balance filters).
• 420-service-appointment-filters-lower · Customer Search, Service Appointment filters (bottom) (Customer account): Bottom of the Service Appointment filters: target issues/excluded pests, stand-alone services, appointment flags, appointment and unit custom fields, show tech notes, subscription appointment number, serviced interior, images uploaded and appointment checklist data (name, required, acknowledged and so on).
• 435-populated-customer-overview · Customer Card, Overview tab (populated customer) (Customer account): Overview of a real customer with two active subscriptions: Customer Since, Account Age, service count labels, contract days remaining per subscription, last completed, next service due, recent re-services, account balance and A/R turnover, plus prompts to collect the balance, offer AutoPay and collect an email.
• 437-existing-subscription-detail · Subscription detail, sales, billing and service settings (Service agreements and renewals): Detail of one subscription.
• 439-existing-subscription-lower · Subscription detail, lower part (billing, schedule, invoice summary) (Service agreements and renewals): Lower part of the same subscription: billing frequency and next billing date, scheduling preferences, a timeline of scheduled and upcoming service dates, and Initial and Recurring invoice summaries.
• 448-customer-appointment-detail · Appointment detail (pending visit) (Work order): Detail of a pending visit: Edit and Cancel, who scheduled it and when (system/API), date and time with a link to its route, and a Subscription selector (either of the two subscriptions, Stand-Alone Service or Reservice).
• 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.
• 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.
• 479-route-reporting-revisited · Route Reporting (Routing): Per-route performance table.
• 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'.
• 516-daily-route-actions · Route Actions menu (Routing): The per-route action menu: Assign / Cancel Pre-Built Stops, Recommend Appointments, Map Route / Tech Tracker, Move Entire Route, Optimize Route, Route Summary Report, Auto Assign Times, Delete Route, Complete Entire Route, Cancel Entire Route and Lock Route.
• 517-add-routes-options · Add Routes menu (Routing): The Add Routes button opens a quantity menu from Add 1 Route to Add 15 Routes for the day.
• 518-day-reminder-controls · Appointment reminders dialog (Customer messages and marketing): Lets the office review and send appointment reminders for the day.
• 519-day-route-map · Day Map (Routing): A map of the day's routes with a start/end location marker and a numbered appointment marker, route-state layers (Routes, Active, Canceled), map/satellite switch and standard map controls.
• 521-multi-day-planner · Multi-Day Planner (Routing): A planning view across many days: nine mini calendars (August to April) with day counts, technician and route-group filters, group by technician or day, and links to Job Pool, Day Map, Print and Day Planner.
• 522-visual-grouping-loaded · Visual Grouping, by technician (loaded) (Routing): Groups subscriptions on a map by preferred technician.
• 523-visual-grouping-advanced · Visual Grouping, advanced filters (Routing): Expands Visual Grouping's filters with the same due-work criteria as the Job Pool (service types, bundles, plans, add-ons, flags, preferred tech/day, region, measurement, category, skills), plus include/exclude currently scheduled customers and use of the Due Between dates.
• 524-visual-grouping-regions · Visual Grouping, by region (Routing): The region mode groups subscriptions by geographic region instead of technician: 34 subscriptions are Unassigned/Any Region, with the map, list and drawing tools.
• 525-dispatch-map-loaded · Dispatch Map, loaded (Routing): The dispatch map with its filter sidebar (date range, Job Pool-style filters), the day's Regular Routes group (zero routes), Add new route, map/satellite, compact/detailed markers, layer toggles for Technicians, Routes and Job Pool, a selection tool and legend.
• 526-global-date-picker · Global date picker (FieldRoutes hub): The top-bar date control opens a month calendar (Sunday-Saturday grid with month navigation) used to jump to a working day.
• 540-service-type-editor-clear · Service Type editor (new, clear recapture) (Service agreements and renewals): Full blank Service Type definition without the onboarding bubble: identity and GL account, appointment frequency, follow-up delay and length, season, contract lengths, allowed products, commission percentages, billing terms and frequency, minimum charges, initial and recurring invoice templates with production value, skills, Fill Routes buffers, reservice flag, reminder and follow-up email options and sales-rep visibility.

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

• admin/controls.md › Route Templates: Route Templates: spot generation (start/end/interval), per-spot times and blocks, Auto Create, notifications, Who Can Schedule (incl. API and website deals), duration, buffer, timed-appointment limit and max capacity.
• admin/controls.md › Customer Preferences menu: Index of the Customer Preferences menu with a one-line purpose for each entry (contact types, cancel reasons, contracts, communication, sources, divisions, email/form templates, flags, notes, prepayment, estimation units, renewals, regions, skip reasons, structures, sub-property types, voice messages).
• admin/controls.md › Service Related menu: Index of the Service Related menu with a one-line purpose for each entry (add-ons, application methods, appointment reason lists, checklists, conditions, custom schedules/fields, discounts, equipment types, frequencies, products, bundles, plans, types, skills, target areas/issues).
• admin/controls.md › Service Types list and editor: Service Types list and full editor: frequency, contract lengths, allowed products, commission %, billing terms/frequency, minimum charges, initial/recurring invoice templates and production value, skills, Fill Routes buffers, reservice, reminder/follow-up settings, sales visibility.
• admin/controls.md › Application methods, reason dictionaries, and target dictionaries: Shared dictionaries: application methods (chemical), appointment cancel/no-show, reschedule and reservice reasons (scheduling), target areas and target issues with descriptive pest content (inspection).
• admin/controls.md › Custom Schedules and custom field groups: Custom Schedules (month-by-month date or weekday rules for subscription, recurring and initial billing) and custom appointment / unit detail field groups.
• admin/controls.md › Equipment Types and Frequency Options: Equipment Types (ID prefix, required to complete, active/frozen, bait default, barcode required, linked methods/issues/products) and Frequency Options typed by auto-schedule, Fill Routes buffer, follow-up, billing, subscription, renewal and convenience payments.
• admin/controls.md › Skills: Skills: capability labels linked to service types and add-ons, with a Utilize in Scheduling checkbox.
• 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 › Access Control Profiles: Access Control Profiles: shared role definitions and every permission group (admin, scheduling, users, tasks, transactions, account, subscriptions, sales, leads, billing, pricing, reports, financial reports, QuickBooks, dashboard widgets, area management, mobile); staff permissions go to technicians as no users block exists yet.
• admin/controls.md › GL Accounts and Office Preferences: GL Accounts and office Preferences: contract defaults, default cancel reasons, scheduling/routing options, statement layout, ZIP tax, net days, invoice consolidation, portal payment limits/renewal/plan display/tips, ACH returns, PO auto-freeze, soft declines, red notes, commission basis, auto scheduling, leads, sales reps 2/3, 2FA, brand colors and month closing.
• admin/controls.md › Trigger Rules through QuickBooks type: Trigger Rules engine: trigger types (ACH return, AR, appointment status, auto payment, chargeback, customer status, QuickBooks...), their filters, AR action list (flags, invoices, freeze, hold, email/SMS/mail/voice, collections stage, webhook) and placeholders.
• admin/controls.md › Remaining Trigger event filters: Remaining trigger event filters: reminders, renewals, subscription due, subscription PO expiry and subscription status changes, with segmentation by service types, plans, flags, divisions, regions.
• admin/controls.md › Named map of communication groups2–34: Named map of communication groups 2-34: answering machine detection, statement tear sheet, AR hold time, reminder and auto-reply SMS, invoice footers, prepay templates, e-consent, signature email/SMS, follow-up emails, caution statements, welcome/renewal SMS and voice, reviews, portal signing messages, auto-payment text.
• admin/controls.md › Generic Flags: Generic Flags for customers, appointments, equipment, subscriptions, regions and affiliates, with code, description and status.
• admin/controls.md › Route Regions and Skip Reasons: Route Regions (name-only labels, not territories) and service Skip Reasons (system reasons Auto-Skipped, Prepay Upsell, Unspecified).
• admin/findings.md › Route Templates govern scheduling capacity: Route Templates define appointment spots and capacity (generate, block, duration, buffer, timed limit, max capacity) and who can schedule, including API and Website Deals.
• admin/findings.md › Customer Preferences and Service Related menus: Inventory of the 22 Customer Preferences and 21 Service Related menu entries; navigation only.
• admin/findings.md › Service Types: service, billing, dispatch, and communication policy in one definition: Service Type definition combines frequency, season, contract, allowed products, commissions, tax, minimums, separate billing frequency and invoice templates, skills and Fill Routes buffers, communications and mobile-sales visibility; plus the Service Plans list.
• admin/findings.md › Service Plans: ordered multi-round programs: Service Plans are ordered multi-round programs with billing bounds and round rules (locked start date, wait, dependency, max delay); unsaved-changes dialog.
• admin/findings.md › Application methods and appointment reason dictionaries: Application Methods catalog and separate appointment Cancel/No Show, Reschedule and Reservice reason dictionaries.
• admin/findings.md › Custom schedules and custom appointment detail groups: Custom Schedules (month-by-month date or weekday rules for subscriptions and billing) and name-only custom appointment/unit detail groups.
• admin/findings.md › Discounts, equipment types, and frequency options: Discount definitions, Equipment Types (required to complete, barcode, bait, products) and typed Frequency Options covering several timing policies.
• admin/findings.md › Products, skills, target areas, and target issues: Products catalog fields (EPA, units, dilution, SDS, WDO, CA use code), dilution calculator, Skills linked to services and scheduling, Target Areas and Target Issues taxonomies.
• admin/findings.md › Office Preferences: routing, financial behavior, and security policy: GL Accounts and Office Preferences: contract defaults, routing options, billing/tax/portal/ACH/soft-decline policy, other options (leads, sales reps, auto scheduling), two-factor policy, colors and month closing.
• admin/findings.md › Trigger Rules: event/filter/action automation with processor limits: Trigger Rules engine: 12 event types, AR filters, action list (flags, invoices, freeze, hold, email/SMS/mail/voice, collections, webhook), placeholders, Appointment/Auto Payment/ACH/Chargeback/Customer/QuickBooks events.
• admin/findings.md › Remaining trigger events and action-specific receivables scope: Reminders, Renewal, Subscription Due/PO/Status triggers; action-specific balance scope; communication, hold, collections and webhook action editors.
• admin/findings.md › Customer Communication: 35 independent edit groups: Customer Communication's 35 edit groups: channel defaults, portal and payment options, delivery windows and rate caps, A/R hold periods, reminders, footers, consent text, review links.
• admin/findings.md › Flags, note types and note categories express different concepts: Generic Flags by target entity, Note Types and Note Categories as different concepts.
• admin/findings.md › Property classification, route labels and structure hierarchy: Property Estimation Units, Route Regions, Skip Reasons, Structure Templates hierarchy and Sub-Property Types.
• 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 › 5. Scheduling, dispatch and routing: Scheduling and routing: Calendar, Job Pool, Dispatch Map, Route Builder/Templates, Fill Routes (chargeable on entry, 2,000 limit, time zones), Visual Grouping, Intelligent Routing (Equal Stop vs Auto Optimize), assignment; office endpoints/territory/ZIP policy; populated day and maps.
• assessment.md › 8. Communications, tasks and customer follow-up: Communications and follow-up: notes/tasks on the customer, email/voice/SMS composition, SMS registration error, Customer Communication policy groups, global Tasks and Alerts docks, trigger message actions, Email Dashboard and undeliverable reminders.
• assessment.md › Final visual edge pass 556–558: Final edge pass: Job Pool 556 shows 34 rows (vs 29), Recommended Routes 557 empty, Cancellation Reinstatement 558 Days Frozen 7-30; visual gaps only.
• customer-populated-controls.md › Customer Card and Overview: Customer Card header and Overview tab controls: 12 tabs, checkout banner, customer since, account age, service counts, contract remaining, next service, balance, A/R turnover, prompts, Save/Close/Schedule/Transfer.
• customer-populated-controls.md › Recurring Services and scheduling preferences: Subscription service and scheduling settings: service type, frequency, duration, call ahead, seasonal, follow-up, routing region, preferred tech/day/time, timeline, initial and recurring invoice summaries ($120 charge vs $360 production).
• customer-populated-controls.md › Appointments: Appointments tab and detail: two pending visits, scheduled-by, route link, subscription/stand-alone/reservice selector, completion info (tech, time on site, interior), print/follow-up/mail buttons.
• customer-populated-findings.md › Billing cadence, service cadence and production value are separate: Billing cadence (monthly), service cadence (every 90 days) and production value ($360 vs $120 charge) are separate; subscription has its own payer, AutoPay and scheduling preferences; Actions only inspected.
• customer-populated-findings.md › Appointments retain attribution, subscription association and completion fields: Appointments keep who scheduled them, link to a subscription or stand-alone/reservice, and hold completion fields; pending visit shows no tech and no real time on site.
• customer-search.md › Service Appointment: Service Appointment filters: scheduled/created/skipped/due dates, skip and opt-out, staff attribution, auto-scheduled, paid, service balance, status, reminders, rating, target issues, stand-alone, flags, custom fields, notes, interior, images, checklist data.
• 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.
• domain-model.md › Customers, properties and people: Core concepts: Customer Card and checkout, service vs billing address, Default Bill To payer, linked properties, merge, unit/structure modes, additional vs business contacts, staff roles; plus the purpose of each of the 12 Customer Card tabs.
• domain-model.md › 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.
• domain-model.md › Dispatch and field service: Dispatch and field service: job pool, calendar, route templates/builder, visual grouping, intelligent routing, fill routes fee; conditions, target areas/issues, products, checklists.
• evidence-quality.md › Final edge pass 556–558: Edge pass 556-558: Job Pool right columns (34 rows), Recommended Routes empty dialog, Days Frozen slider 7-30.
• global-controls.md › Global date picker and search: 526–532: Global date picker and search by invoice/customer: autocomplete result cards (528-531 invoice, 532 customer, clipped); lookup only, nothing opened.
• report.md › What was inspected: Inspected-areas table: Dashboard, Customers, Scheduling, Billing, Sales, Reporting, Admin, global controls.
• 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 › 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 › 085-report-monthly-services — Monthly Services: Observed controls for Monthly Services (085): Meant to summarise completed, scheduled, unscheduled and overdue services.
• 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 › 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 › 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 › 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 › 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 › 479-route-reporting-revisited — Route Reporting loaded recapture: Observed controls for Route Reporting (479): Per-route performance table.
• 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/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 › 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.
• routing/controls.md › Routing and scheduling control inventory: Intro: routing and scheduling control inventory from 029-039, 514-525, 556-557; nothing executed.
• routing/controls.md › Navigation and common report controls: Scheduling navigation (calendar, job pool, dispatch map, service plan management, route builder, fill routes, grouping, intelligent routing) and saved-report controls.
• routing/controls.md › Shared due-work and advanced filters: Shared due-work filters with options: special requests, pre-planned, one-time, due/follow-up dates, potential customers, pending cancels, balance, geography, service types, bundles, plans, wait-after, add-ons, flags, preferred tech/day, region, measurement, category, skills.
• routing/controls.md › Recommended Routes / customer scheduling (029): Recommended Routes dialog (029): sorting, full routes, tech/group filters, max miles, dates, skill matching and result columns; nothing booked.
• routing/controls.md › Monthly Calendar (030, 514): Monthly calendar controls and Routes/Serv/Sold counts (November empty, October populated).
• routing/controls.md › Daily planner, groups and route cards (515–517): Daily planner route cards, header buttons, time slots, Distance Score/value, plus every Route Actions menu entry and Add Routes quantities.
• routing/controls.md › Reminder dialog (518): Day reminder dialog: channel status per appointment, bulk toggles and Send Reminders; canceled.
• routing/controls.md › Multi-Day Planner (521): Multi-Day Planner: mini calendars, tech/group filters, group by technician or day; blank workspace.
• routing/controls.md › Job Pool (031–032): Job Pool controls and columns: flag display, result cap, multi-row selection, actions, account/service/due/measurement columns; 29 vs 34 rows.
• routing/controls.md › Service Plan Management (033): Service Plan Management controls: plan rounds, cycles, close cycles and skip rounds, columns; empty result.
• routing/controls.md › Final Job Pool columns and Recommended Routes (556–557): Final Job Pool columns (bundle, plan, skills, due, days, measurement) and centered Recommended Routes dialog 556-557; nothing booked.
• routing/findings.md › Routing and scheduling findings: Intro: read-only routing/scheduling assessment; nothing created, optimized, sent or printed.
• routing/findings.md › Evidence states and corrections: Evidence state per surface, and which later captures supersede early incomplete ones.
• routing/findings.md › Calendar and daily route operations: Calendar counts, daily route cards, route actions, reminder status, Day Map, print options and Multi-Day Planner findings.
• routing/findings.md › Due work, recommendations and service-plan rounds: Job Pool due work and lifecycle rules from the manual, Recommended Routes criteria, and Service Plan Management rounds/cycles.
• routing/findings.md › Final Job Pool and recommendation recaptures (556–557): Final Job Pool 34-row state vs 29 earlier, right-column supplement and centered Recommended Routes; scheduling context canceled.
• routing/findings.md › Final Job Pool and recommendation edges 556–557: Short recap of the 556-557 edge captures and that no appointment was booked.
• sales/controls.md › 053: Sales Service Report: Sales Service Report controls, summary labels and legend.
• 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 › Adding a Service Type Subscription: Service Type subscription manual: one-off or recurring, editable defaults, scheduling separate from invoicing/payer, multi-unit quotas, Bundle wording vs editor.
• sources/official-manual-findings.md › Adding a Service Plan Subscription: Service Plan subscription manual: ordered rounds, late-enrolment auto-skip, opt-out vs seasonal skip, wait-after in Job Pool, separate billing schedule, plan-end balance.
• sources/official-manual-findings.md › Job Pool: Job Pool manual: lists due work without a future appointment, missed visits return next day, Special Scheduling manual, filters, Recommended Routes, skill warnings.
• sources/official-manual-findings.md › Fill Routes: Fill Routes manual: optimises due work around existing appointments, charged on button click, 2,000 cap, no cross-time-zone routes, efficiency objective.
• sources/official-manual-findings.md › Intelligent Routing: Introduction: Intelligent Routing manual: group, optimise, assign stages; Equal Stop vs Auto Optimize; geocode/skill eligibility; possible due-date delays.
• sources/official-source-checks.md › Corroborated business meaning: Public-source corroboration table: customer card, Conditions, Equipment as site devices, Properties, Service Type vs Plan, prospect/lead/customer, grouping/optimise/assign, Fill Routes, Job Pool map, AutoPay, Convenience Payments, Forecast and cancellation reports, payments, disbursements, AR Oversight, prepayments/bundles, condition codes and appointment notes.
• sources/official-source-checks.md › Direct manuals for the observed account surfaces: Indexed manual links per account surface (customer card tabs, subscriptions, billing, notes/communication, documents, appointments, invoices, properties, conditions, equipment, admin tab, Job Pool, routes, plans, AutoPay, credits/collections, batches, convenience payments, stored cards, disbursements); indexed only, not read.
• sources/official-source-checks.md › Developer reference caveat: Developer API reference: customer, service type, subscription, appointment, payment entities; scheduling vs billing frequency; page only partly loaded.
• 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).