FieldRoutes calls it: User, User Type, Access Control Profile
From a read-only look at the FieldRoutes account on 2026-11-02 and its official manuals. Each line ends with its evidence: Observed in the account, Documented in a manual, or not tested. Capture numbers link to the screen below. All of FieldRoutes across the 20 blocks
In FieldRoutes, this block covers the people who work for the company and the rules around them. That means staff user accounts (Office Staff, Technicians, Sales Reps), skills and licenses, sales teams and office departments, roles and permissions (Access Control Profiles and two-factor login), the time clock, commissions and deductions, staff location reports and technician performance reports. Project-x has no separate users/permissions, time-tracking or payroll block yet. So this page also holds staff users, roles and permissions, time clock and compensation. The research looked at the account as an admin, read only. It covers the Users directory and Add New User dialog, all eight tabs of one existing User Card, the full permission matrix (200 labeled checkboxes), Skills, Teams/Departments, all three commission setups, time clock categories and weekly rules, the Time Clock and its report, location reports, and Technician Stats. This page has 89 screenshots: 52 placed here and 37 from other blocks that also matter here. Nothing was saved, reset, clocked, uploaded or paid out. The text on this page leaves out staff names, contacts and addresses; the screenshots are raw internal captures and do show staff directory data, so keep them internal.
In short
A user's type and a user's role are separate. User Type (Office Staff / Technician / Sales Rep) sorts staff. The Access Control Profile decides what they can do. The User Card and the Users directory show both. Observed: 548-owned-user-card, 122-admin-users.
Roles are shared. Editing one person can change everyone. An Access Control Profile is a shared role. The UI says profile changes affect all attached users. The official manual adds that if you edit a single user's permissions while a shared profile is still assigned, you change that shared profile for every user on it. To give one person an exception, you switch them to "Custom Profile". The UI is Observed; the propagation rule is Documented and was not tested: 202-access-control-profiles, 551-owned-user-access-control.
Permissions are fine-grained. There are about 200 checkboxes in groups. They split own vs. other records and view vs. edit. Financial reports split View from Edit/Actions. Some permissions bypass business rules (payment/agreement prerequisites, availability windows, minimum contract length, equipment scanning, locked periods). Observed as controls; enforcement was not tested: 203-access-control-profile-editor.
Commission rules and commission rates are separate objects. Commission Profiles hold the calculation rules (Subscription, Subscription Charge Back, Invoice). Commission Rate Profiles hold rate rows with dates and tiers, assigned to employees. The User Card adds three plain rate fields, a Commission Rates tab and a Deductions tab. No payout was calculated. Observed: 209-commission-profile-editor, 214-commission-rate-editor, 554-owned-user-commission-rates.
The time clock enforces policy, not just timestamps. Categories are paid or unpaid, can allow direct clock-in, and can block customer/appointment access. Transition rules can require a switch after N minutes. Weekly settings set clock-in windows, maximum hours and blocked days. The Time Clock Report has overtime thresholds and an ADP export. Observed as setup only; no one clocked in and nothing was exported: 226-time-clock-category-editor, 228-time-clock-settings, 383-time-clock-report-advanced.
Skills connect people to work. Skills link to Service Types and Add-ons and have a "Utilize in Scheduling" switch. A user's Information and Licenses tabs also carry skills. Observed: 176-settings-skill-form. The manuals say matching skills affect routing eligibility, Recommended Routes and drag/drop show skill-mismatch warnings, and missing skills can exclude work from Fill Routes (Documented, manual findings). Enforcement was not tested.
Technician measures are many and are defined differently. Technician Stats has 27 Key Indicators and 39 "Stats to Include". Average Time On Site separates "reported" from "actual" time. Tech Cancels and Tech Re-services tie outcomes back to the technician. Formulas and attribution were not checked. Observed: 495-technician-stats-loaded-table, 067-report-average-time-on-site.
Each capture is a saved screen state from the FieldRoutes account on 2026-11-02. A screen shows what controls exist; it does not prove what happens when they are used.
067Average Time On Site By Tech
Compares how long each technician spends at a stop, grouped by technician and by the appointment's planned duration.
Full description
Where: Reporting > Office > Average Time On Site By Tech Captured: 2026-11-02 15:42 UTC · Quality: clear
Compares how long each technician spends at a stop, grouped by technician and by the appointment's planned duration. Columns: office, tech ID, tech name, number of stops, appointment duration, average reported time on site and its difference, average actual time on site and its difference. The page explains that reported time is entered by the tech (and can be adjusted in the app) while actual time comes from check-in/check-out, and lists reasons they can differ. Filters are date, office, employees and Advanced Filters (not opened); the table shows no data for the captured day.
Calculates employee commissions. A Profile picker selects sales, service or schedule commission; other controls are date range, an 'As of' date (whether invoices or subscriptions count as qualified or paid, and deductions recorded by that date), a tier start date (how far back revenue is summed to pick the commission tier set on the employee card), employee type and Advanced Filters (not opened). Buttons are Refresh, Export to Excel and Record Payments, which would record commission payouts and was not pressed. The result area is blank.
Ties customer cancellations to the technician who serviced them. Filters: cancellation date range, service date range and office, with Refresh and Export to CSV. It shows 'Total services resulting in a cancel: 0' and empty Tech Cancel Rates and Cancels sections.
Shows payments collected by technicians at appointments. Filters: start/end date, include $0 collected, exclude initial appointments, and include $0 invoice or customer balances, with Refresh and Export to CSV. Only the Appointment Breakdown heading shows; no figures.
Ties re-service visits (call-backs) to the technician whose earlier service caused them. Filters: start/end date, months of historic data (default 3) and office, with Refresh and Export to CSV. It shows 'Total services resulting in a reservice: 0' and empty Tech Re-service Rates and Re-services sections.
Shows where staff are, based on location data reported from the field. A 'Last Known Location' list offers all employees, all sales reps or all technicians, and a 'Location History' list has one entry per employee (56 entries). It has a date range, Refresh and a Google map with map/satellite, fullscreen and Street View controls. No markers or tracks are visible.
The last-known-location map with 'All Employees' selected, with the same date range, Refresh and map controls.
Full description
Where: Reporting > Locations > Last Known Location > All Employees Captured: 2026-11-02 15:47 UTC · Quality: partial
The last-known-location map with 'All Employees' selected, with the same date range, Refresh and map controls. The map renders but shows no employee markers for the captured day.
The location-history view for one employee (a demo technician record), meant to show where that person went over the chosen dates.
Full description
Where: Reporting > Locations > Location History > (employee) Captured: 2026-11-02 15:47 UTC · Quality: partial
The location-history view for one employee (a demo technician record), meant to show where that person went over the chosen dates. Same date range, Refresh and map controls; no track is drawn for the captured day. Here the Location History list shows only 4 employees, against 56 on the Location Reports landing page.
Technician performance scorecard. Controls: date range (default last month), a Key Indicator (about 27 options, such as appointments serviced or scheduled, no-shows, payments collected, star reviews, re-services and cancellations caused by the tech), Stats to Include (about 39 metrics), months of historic data (default 3) used for re-service and cancellation percentages, a star-review filter (number of stars, default 5) and office. It has saved-report presets, Refresh, Export To CSV, Show Report Table and Clear Filters. Results had not loaded yet; see 494-495.
The Technician Stats page after Show Report Table was pressed.
Full description
Where: Reporting > Technicians > Show Report Table Captured: 2026-11-02 15:47 UTC · Quality: superseded-by-495
The Technician Stats page after Show Report Table was pressed. The same filters remain, but no table or results appear. Capture 495 shows the loaded table.
Central list of all staff accounts. Filters by account status (active, inactive, all), account type (Office Staff, Technicians, Sales Reps) and commission profile (sales, service, scheduling, combined and staged sales/charge-back profiles). Columns show access profile, last login, active state and type next to identity fields; Merge Users and Add Signature buttons are visible but were not used. No separate users/permissions block exists, so staff administration sits under Technicians.
Blank form for creating a staff account: first and last name, phone, email, username and account type (Office Staff, Technician, Sales Rep), with…
Full description
Where: Admin > Users > + User Captured: 2026-11-02 15:48 UTC · Quality: clear
Blank form for creating a staff account: first and last name, phone, email, username and account type (Office Staff, Technician, Sales Rep), with Save, Cancel and close. No password, access profile or invitation option appears in this dialog. Nothing was saved; the deeper fields live on the existing User Card tabs (captures 548-555).
125Sales Teams and Office Departments page superseded-by-365
Page that keeps two separate groupings: Sales Teams and Office Departments, each with its own + New button and a 'Please select or add a new team'…
Full description
Where: Admin > Teams / Departments Captured: 2026-11-02 15:48 UTC · Quality: superseded-by-365
Page that keeps two separate groupings: Sales Teams and Office Departments, each with its own + New button and a 'Please select or add a new team' prompt. A leftover Business Contacts help popup partly covers the page. Capture 365 replaces it with a clear view.
Form with skill description, scope, visibility, the service types and add-ons that need this skill, and a 'Utilize in Scheduling' checkbox (checked).
Full description
Where: Admin > Preferences > Service Related > Skills > + Skill Captured: 2026-11-02 16:06 UTC · Quality: clear
Form with skill description, scope, visibility, the service types and add-ons that need this skill, and a 'Utilize in Scheduling' checkbox (checked). Not saved; scheduling enforcement not tested.
List of shared staff permission profiles (roles), with defaults for Office Staff, Technician and Sales Rep.
Full description
Where: Admin > Preferences > Office Settings > Access Control Profiles Captured: 2026-11-02 16:12 UTC · Quality: clear
List of shared staff permission profiles (roles), with defaults for Office Staff, Technician and Sales Rep. The help text says a change to a profile affects every user attached to it; reserved default profiles allow permission edits but cannot be renamed or removed. No separate users/permissions block exists, so it sits under Technicians.
Full permission editor: description, scope, notes, default-for and grouped checkboxes with Toggle On/Off for Admin, Scheduling, Users, Tasks &…
Full description
Where: Admin > Preferences > Office Settings > Access Control Profiles > + Access Control Profiles Captured: 2026-11-02 16:12 UTC · Quality: clear
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. Some permissions are marked as possibly chargeable. Nothing toggled or saved.
Catalog of deduction categories that can be subtracted from staff commission, with scope and visibility filters and search. The add button is labelled '+ PaymentType'.
List of commission calculation rule sets for staff pay (types Subscription, Subscription Charge Back and Invoice), with scope and visibility filters and search.
Rule set for paying commission on sold subscriptions: date basis (sold, initial service, initial payment), pay-on basis (contract value, initial service amount, qualified revenue or paid), who is paid, deduction types, contract-value length and optional rules (payment and service thresholds, cancellations, coupons, secondary/tertiary splits, retroactive rates, service-type or plan rates). Not saved.
Rule set for taking commission back when a customer cancels: date basis defaults to cancellation date, with cancellation threshold and maximum paid/service count rules. Not saved; no charge-back calculated.
Rule set for commission on invoices: date basis (service/invoice date or payment date), pay on invoice amount, production value or amount paid, payees (sales rep, secondary/tertiary rep, team leader, technician, scheduler) and options for stand-alone work, contracted work, zero-value invoices, coupons, splits and paid-in-full requirements. Not saved.
One rate line: rate type (sales, service, schedule, secondary/tertiary sales, team lead), percentage or flat amount, value, start/end dates, calculation profile, tier by quantity or amount with start/end bounds, and service type/plan restrictions. Not saved.
Office-level two-factor login policy: enable for this office (currently off), require for office staff, technicians or sales reps, and a re-verification snooze period; group controls are disabled while the office setting is off. Tooltips mention a 7-day setup period and support in the new mobile app only. Viewed only; nothing changed.
Form with description, scope, visibility, paid or unpaid, 'allow clock in' directly from clocked out and 'block access' to customers and appointments while in this category. Not saved.
Rule that allows or requires switching to a chosen category after a number of minutes, with an 'enforce full duration' option, e.g.
Full description
Where: Admin > Preferences > Office Settings > Time Clock Categories > + Clock Category > + Next Category Rule Captured: 2026-11-02 16:17 UTC · Quality: clear
Rule that allows or requires switching to a chosen category after a number of minutes, with an 'enforce full duration' option, e.g. a break that must last its full time. Not saved.
Weekly clock policy for each day Sunday-Saturday: allowed clock-in start and end, maximum paid and unpaid hours, block-day checkbox, plus a daily…
Full description
Where: Admin > Preferences > Office Settings > Time Clock Settings Captured: 2026-11-02 16:17 UTC · Quality: clear
Weekly clock policy for each day Sunday-Saturday: allowed clock-in start and end, maximum paid and unpaid hours, block-day checkbox, plus a daily reset time. Current values are full day and 24 hours. Not changed.
Two lists for organizing staff: Sales Teams with + New Team and Office Departments with + New Department.
Full description
Where: Admin > Teams / Departments Captured: 2026-11-02 16:45 UTC · Quality: clear
Two lists for organizing staff: Sales Teams with + New Team and Office Departments with + New Department. Both are empty and the page prompts 'Please Select or Add a New Team.' This clear capture replaces the partly covered capture 125.
Name-only dialog to create an office department: Department Name, Save, Cancel and close.
Full description
Where: Admin > Teams / Departments > + New Department Captured: 2026-11-02 16:45 UTC · Quality: superseded-by-547
Name-only dialog to create an office department: Department Name, Save, Cancel and close. The dialog title is clipped; capture 547 shows the complete dialog. No department was saved.
The workforce time clock where staff clock in and out.
Full description
Where: Bottom dock > Clock > Time Clock Captured: 2026-11-02 16:48 UTC · Quality: clear
The workforce time clock where staff clock in and out. It shows filters (date, employees, employee type, status, team), and per-employee rows with elapsed time, a Clock In button and a work category set to Working. Nobody was clocked in or out; staff photos show broken placeholders.
Where: Bottom dock > Clock > Time Clock Report Captured: 2026-11-02 16:48 UTC · Quality: partial
The report of staff hours for payroll. Filters: date, employees, employee type, status, team and office; actions Refresh Report, Export to Excel and Export to ADP (payroll). No report rows are rendered and nothing was exported.
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…
Full description
Where: Reporting > Office > Audit > Employees with images saved Captured: 2026-11-02 20:37 UTC · Quality: clear
One of the 19 data-quality checks in the Audit report, selected on its own: it lists employee images saved (the count unit reads 'Appointments', so the exact meaning is unclear). The panel shows 0 appointments for customers entered on the captured day, so no result table or columns appear. It shares the Audit date range, Refresh and Export to CSV; nothing was corrected or exported.
Technician Stats revisited before refreshing. The filters are visible: saved-report presets (User or Office scope, Global disabled; default flag), date, key indicator, stats to include, months of data (3), a star-review comparison (less than, equal, more than, between) and number of stars (5), and office. No results are shown yet.
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. Employee photos show as broken images. The lower part of the primary image is cut off; the two supplements show the rest.
Technician Stats as a table (the toggle now reads 'Show Baseball Cards').
Full description
Where: Reporting > Technicians > Show Report Table Captured: 2026-11-02 20:44 UTC · Quality: clear
Technician Stats as a table (the toggle now reads 'Show Baseball Cards'). Three technician rows with sortable columns: productive appointments scheduled and serviced, productive completion %, star reviews and star review %, re-services caused by tech and re-service %, and customer cancels caused by tech and customer cancellation %. The formulas behind these figures are not shown.
Name-only dialog with its full title: Department Name, Save, Cancel and close.
Full description
Where: Admin > Teams / Departments > + New Department Captured: 2026-11-02 21:37 UTC · Quality: clear
Name-only dialog with its full title: Department Name, Save, Cancel and close. Cancel was used; no department, membership, manager or permission is shown.
Main record of a staff user: name, nickname, initials, phone, email, DB Link, Roaming Rep, Recruiter, phone extension, user name, password reset…
Full description
Where: Admin > Users > (user row) > User Card > Information Captured: 2026-11-02 21:41 UTC · Quality: clear
Main record of a staff user: name, nickname, initials, phone, email, DB Link, Roaming Rep, Recruiter, phone extension, user name, password reset (email/SMS/set), sales/service/schedule commission rates, User Type (office staff, technician, sales rep), Experience, Skills, Supervisor, Regional Manager and login location (anywhere, office IP only, custom). The tab bar shows all eight User Card tabs. Read only; no reset or save was done.
Lists a staff member's applicator licenses: + Add License Number, License Number, linked Skills and a multi-select of States, with remove.
Full description
Where: Admin > Users > (user row) > User Card > Licenses Captured: 2026-11-02 21:42 UTC · Quality: clear
Lists a staff member's applicator licenses: + Add License Number, License Number, linked Skills and a multi-select of States, with remove. One blank row is shown; no license was added and no expiry or regulator check is shown.
Chooses which mobile app push notifications the user receives: Sales Alerts, Filled Spot, Changed Appointments, Team Messages, Admin Messages, and…
Full description
Where: Admin > Users > (user row) > User Card > Notifications Captured: 2026-11-02 21:42 UTC · Quality: clear
Chooses which mobile app push notifications the user receives: Sales Alerts, Filled Spot, Changed Appointments, Team Messages, Admin Messages, and New Purchase (for Buy Online Service). Some are checked; nothing was saved and no notification delivery was tested.
Per-user permissions: an access profile selector (Custom Profile selected) and about 200 permission checkboxes grouped by area (admin, scheduling,…
Full description
Where: Admin > Users > (user row) > User Card > Access Control Captured: 2026-11-02 21:43 UTC · Quality: clear
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). Some administrator rights are locked with a warning that you cannot revoke them from yourself. Read only; nothing was changed.
Employee photo upload (Choose File) and an Employee Signature 'Sign Below' area with Clear and its own Save, separate from customer agreement…
Full description
Where: Admin > Users > (user row) > User Card > Picture Captured: 2026-11-02 21:45 UTC · Quality: clear
Employee photo upload (Choose File) and an Employee Signature 'Sign Below' area with Clear and its own Save, separate from customer agreement signatures. Nothing was uploaded or signed.
Sets the technician's own route Start Location and End Location (address, ZIP, city, state), each with a map.
Full description
Where: Admin > Users > (user row) > User Card > Location Captured: 2026-11-02 21:45 UTC · Quality: clear
Sets the technician's own route Start Location and End Location (address, ZIP, city, state), each with a map. Office Info says these can override the office's default route start/end. This description leaves out the address values; the screenshot itself shows them (internal staff data). Nothing was saved and no routing was run.
Lists commission rates assigned to the user, with filters for rate Type (sales, service, schedule, secondary/tertiary sales, team lead), start/end…
Full description
Where: Admin > Users > (user row) > User Card > Commission Rates Captured: 2026-11-02 21:46 UTC · Quality: clear
Lists commission rates assigned to the user, with filters for rate Type (sales, service, schedule, secondary/tertiary sales, team lead), start/end dates, commission Profile and Search, a + Rate button and Type/Pay Type/Value/Start/End/Profile columns. No rate rows exist for this user and + Rate was not opened.
Records pay deductions for the user: Description, Date, Type (no types configured), Amount (0.00), Notes and an Add button above an empty list.
Full description
Where: Admin > Users > (user row) > User Card > Deductions Captured: 2026-11-02 21:46 UTC · Quality: clear
Records pay deductions for the user: Description, Date, Type (no types configured), Amount (0.00), Notes and an Add button above an empty list. Nothing was added; the Edit User dialog was cancelled afterwards.
User / User Card / Edit User: A staff account and its eight-tab editor. Staff users are separate from customers. Observed548-owned-user-card
User Type / Account Type: Office Staff, Technician or Sales Rep. A staff category, not a permission set. Observed548-owned-user-card, 123-admin-new-user
Access Control Profile: A shared role: a named set of permissions and defaults. Changes affect every user attached to it. Reserved defaults exist for Office Staff, Technician and Sales Rep. Observed202-access-control-profiles; Documented manual
Custom Profile (Access Control): Per-user permissions that are not tied to a shared role. The manual says to use it for individual exceptions. It is also the fallback when no specific profile is assigned. Observed551-owned-user-access-control; Documented
Custom Profile (Commission Rates tab): A compensation-profile selector. False friend: same label as the Access Control one, but a separate context. The research found no link between them. Observed554-owned-user-commission-rates
Commission Profile: A calculation rule set of type Subscription, Subscription Charge Back or Invoice. False friend: not an Access Control Profile. Observed208-commission-profiles
Commission Deduction Types / "+ PaymentType": A dictionary of deduction categories. The add button is literally labeled "+ PaymentType". Observed206-commission-deduction-types
Deductions (User Card): Dated deduction entries for one employee: description, date, type, amount, notes. Observed555-owned-user-deductions
Rate Type: Sales Rate, Service Rate, Schedule Rate, Secondary Sales Rate, Tertiary Sales Rate, Team Lead Rate. It names the activity or payee role, not the User Type. Observed214-commission-rate-editor
Pay Commission To: The roles that earn commission. On Invoice profiles: Sales Rep, Secondary Sales Rep, Tertiary Sales Rep, Sales Team Leader, Technician, Scheduled By. False friend: "Technician" here is a payee role on the work, not a User Type filter. Observed211-commission-profile-invoice
Skills: Capability labels. They link to Service Types and Add-ons and can be used in scheduling. Observed176-settings-skill-form
Licenses (User Card): License number rows with linked skills and US states. No expiry or regulator check is shown. Observed549-owned-user-licenses
Sales Teams / Office Departments: Two separate staff groupings. Both are created by name only. Observed365-teams-departments-clear
Employee Team (filter): The team filter on the Time Clock and its report. No populated team choice was shown. Observed381-clock-dock
Roaming Rep: "Not a Roaming Rep" / "Roaming Master Account". The cross-office meaning is inferred from the label only. Observed548-owned-user-card
Regional Manager: "Not a Regional Rep", "Any Office" or a named office scope. False friend: not the same as Area Management "regions" or Visual Grouping regions. Observed548-owned-user-card
Supervisor: A stored link to another staff member. The choices show license counts. Observed548-owned-user-card
Location (User Card tab): The employee's own route Start Location and End Location. False friend: not the GPS "Location Reports", not the office Physical Location and not a customer service location. Observed553-owned-user-location
Location Reports / Last Known Location / Location History: Maps of where staff were, based on location data reported from the field. Observed113-reporting-locations (no markers)
Employee Signature: A signature area on the User Card Picture tab, separate from customer agreement signatures. Service Types, Service Plans and Bundles also have an "Employee Signature: No/Yes" setting (No on the blank Bundle form), whose workflow is unknown. Observed552-owned-user-picture, 141-settings-bundle-form
Time Clock Category: A paid or unpaid kind of time. This account has Working (Paid), Paid Break (Paid) and Lunch (Unpaid). It can allow direct clock-in and can block access to customers and appointments. Observed226-time-clock-category-editor
Next Category Rule: Allow or require a move to another category after N minutes, optionally with "Enforce full duration". Observed227-time-clock-next-category-rule
Rep Spy (Mobile): A Users permission. Its behavior is not defined anywhere in the evidence. Observed551-owned-user-access-control
Technician Stats / "Baseball Cards": The technician scorecard report. Its card view is called "Baseball Cards". Observed495-technician-stats-loaded-table
Reported Time vs Actual Time: Reported = entered by the tech, can be adjusted in the app. Actual = from check-in/check-out. Observed067-report-average-time-on-site
"Caused By Tech": Re-services, subscription cancels and customer cancels attributed to a technician. The formula is not shown. Observed495-technician-stats-loaded-table
Authorized Contacts (Office Info): People allowed to make contract and financial decisions about the company's own FieldRoutes account. False friend: not a staff role and not a customer contact. Belongs to FieldRoutes hub. Observed (admin findings)
Where it lives in FieldRoutes
Menus, pages and settings where this block appears 27 menu paths
Staff accounts (Admin > Users)
Admin top navigation: Business Contacts, Users, Teams / Departments, Route Templates, Preferences, Billing. Users is the staff directory, role/access overview and user creation. Teams / Departments holds the sales-team and office-department groupings. 122-admin-users
Admin > Users: the directory, with + User, Merge Users and Add Signature. 122-admin-users
The Preferences menu lists: Office Info, Access Control Profiles, Billing Letter Templates, Commission Deduction Types, Commission Profiles, Commission Rate Profiles, GL Accounts, Preferences, Social Network, Time Clock Categories, Time Clock Settings, Trigger Rules, Vendors, Task and Alert Categories, Composite Stat, Office Zip Codes. 127-admin-preferences
Global chrome (Clock and Tasks docks, session expiry) and Authorized Contacts for the company's own FieldRoutes account sit inFieldRoutes hub.
How FieldRoutes does it
Create a staff user (Observed form, not submitted). Admin > Users > + User opens Add New User: First Name, Last Name, Phone, Email, Username and Account Type (Office Staff selected by default). The dialog has Cancel, Save and close. It shows no password, no access-profile selector and no invitation option. Requiredness, uniqueness and invitation behavior are unverified. The deeper fields appear only on an existing user's User Card. 123-admin-new-user
Maintain a user (Observed, nothing saved). The User Card holds eight tabs. Each tab covers a different concern, and Cancel / Save / close act on the whole card.
Information has identity, login and reset, commission rates, type, experience, skills, supervisor, regional scope and login location.
Licenses has license rows.
Notifications has mobile notification choices.
Access Control has the profile and the permissions.
You build a shared role in Access Control Profiles. It has Description (Required), office scope, Notes and Default for. Group Toggle On/Off and individual checkboxes set the permissions.
You attach the role to users. On the User Card, the Access Control tab shows the selected profile and its checkboxes.
If you change a checkbox while a shared profile is assigned, the manual says that change goes into the shared profile for all its users (Documented). For a one-person exception, switch that user to Custom Profile first.
Reserved default profiles let you edit permissions, but you cannot rename them, change their notes or remove them (Observed UI text). The list has three of them: Default Office Staff, Default Sales Rep and Default Technician, one per Account Type 202-access-control-profiles. The editor has a "Default for" selector whose options were not shown. The help says you "apply these to new employees with similar job functions", and the manual says an unassigned user or account type falls back to Custom Profile (Documented). That a new user automatically gets the default profile of their Account Type is an inference: the Add New User dialog has no profile selector and no user was created.
On your own card, the Administrator right and several of your own user-management rights are disabled, with the warning "Revoking this permission from yourself is not permitted." This is a form restriction, not proof that admin rights are immutable.
Two-factor login (Observed settings, Documented manual, untested). The steps are layered:
An office first turns 2FA on ("Enable for this Office"; currently No).
Then it can require 2FA for all Office Staff, Technicians and/or Sales Reps.
It can also set a re-verification snooze.
The group controls are disabled while the office setting is off. The tooltips say:
Group policy overrides individual preferences.
Users get a 7-day setup period from their first login after the requirement is enabled.
The newer FieldRoutes mobile app supports 2FA; the older PestRoutes Sales/Tech apps do not.
The manual says enrollment uses a smartphone authenticator, administering 2FA needs a dedicated permission ("Edit Two-Factor Settings"), and a configurable snooze reduces repeat prompts. One manual passage about disabling 2FA for an individual wrongly describes an all-user scope. So disable precedence and recovery need clarification. Enrollment, enforcement, reset and recovery were not tested. 222-office-two-factor-settings-editor
Login restrictions (Observed setting, untested). The User Card offers three Login location options: "Allow login from anywhere" (selected), an office-IP requirement for office-only login, and a custom location. Office Info's contact editor separately stores an office IP. Whether the restriction actually applies was not tested. Separately, a "Session has Expired" dialog appeared after 60 minutes without activity. That is a global behavior; see FieldRoutes hub.
Compensation setup (Observed setup, no calculation).
Define deduction categories in Commission Deduction Types.
Define calculation rule sets in Commission Profiles (Subscription, Subscription Charge Back or Invoice).
Define rate sets in Commission Rate Profiles and pick Assigned Employees.
A rate row needs a type, % or flat amount, value, dates, a calculation profile (Sales, Service or Schedule Commission), a tier and optional service type/plan limits.
The User Card also carries Sales / Service / Schedule Commission Rate inputs on the Information tab, a Commission Rates tab and a Deductions tab. Service Types and Service Plans carry their own Service / Sales / Schedule Commission %. Office Preferences has "Base Commission On Serv. Type" and "Deductions On Employee Card". The precedence between these sources is not shown anywhere. The Commission report has three dates:
Date
"As of Date": counts qualification or payment status and deductions recorded by that date
a tier start date: how far back revenue is summed to pick the tier "defined in Employee Card -> Commission Rates"; if empty, only revenue in the range counts
It also has a "Record Payments" button, which records payouts and was not pressed. Custom schedules always use one year for contract-value calculation (Observed tooltip). 209-commission-profile-editor, 073-report-commission
Time clock (Observed setup and screens, no clock action).
Categories define paid or unpaid time. The account has three: Working (Paid), Paid Break (Paid) and Lunch (Unpaid), all available to all offices 225-time-clock-categories. "Allow clock in" lets a worker enter the category directly from the clocked-out state. "Block access" stops access to customers and appointments while the worker is in that category.
Next Category Rules allow or require a move to a chosen category after a number of minutes. "Enforce full duration" makes the worker stay in the category for its full length (wording of the control; not tested).
Weekly Time Clock Settings set, for each weekday: clock-in start and end, maximum paid hours, maximum unpaid hours and "Block day". A single Reset Time applies to all days. The current values are full-day windows and 24 hours.
Staff clock in from the Clock dock. Each employee row shows elapsed time, Clock In and a category ("Working" selected). The mobile permission "View Timer Menu Item" shows the mobile Timer menu with Clock In / Clock Out.
Hours come out through the Time Clock Report. It has Export to Excel and Export to ADP, with overtime and ADP code fields.
No clock-in, transition, block, export or payroll run happened. Time zones and reset boundaries, exception approval, edit history and urgent customer access during a block are unverified. 381-clock-dock, 382-time-clock-report
Skills and scheduling (Observed setup, Documented rule, untested).
A Skill links to Service Types and Add-ons and has "Utilize in Scheduling" (checked in the blank form).
Service Types and Add-ons each carry a Skills selector.
Users carry Skills on Information and per license row on Licenses.
Recommended Routes in the Job Pool has a "match by tech skills" option.
The Intelligent Routing manual says valid geocodes and matching skills affect eligibility (Documented).
The Job Pool manual says Recommended Routes and drag/drop scheduling show skill-mismatch warnings (Documented, manual findings).
The Fill Routes manual says missing skills (like missing geocodes or tight windows) can exclude work or make a route infeasible, and Fill Routes rejects routes whose technician endpoints or customers cross time zones (Documented, manual findings).
No assignment was made. So the documented warnings and Fill Routes exclusions were not seen in the account, and it is still unknown whether a manual booking with a skill mismatch is blocked or only warned. 176-settings-skill-form, 557-recommended-routes-clear
Technicians on routes (Observed screens, no assignment).
Technician route start and end come from the User Card Location tab. Office Info says these override the office's Physical Location, which is otherwise the start and end for optimization and Intelligent Routing.
Visual Grouping can group subscriptions by "Assign Preferred Technicians". The loaded view showed 33 unassigned subscriptions and one under a technician. In region mode the prompt still says "Select tech to begin drawing their area"; this wording mismatch is kept as observed.
Intelligent Routing can "Route By Preferred Tech", with per-technician tabs.
Assign Planned Routes puts route plans onto technician days (All Technicians / No Tech Assigned / each tech); both panels were empty.
The Dispatch Map has a Technicians layer. That does not prove live GPS.
The populated day showed two routes with no technician assigned.
Measuring technicians (Observed screens, formulas not verified).
Technician Stats loaded three technician rows in table view and a roster of cards with a chart (by Date/Week/Month). Its "months of historic data" setting (default 3) drives the re-service, customer-cancellation and subscription-cancellation percentages. Its Key Indicator (Star Reviews in the capture) is not the same as service productivity. A zero is not proof that no work happened outside that measure or window.
Average Time On Site By Tech counts only appointments completed in the range. It groups them by technician and by planned duration, so long and short visits are compared fairly. A gap between reported and actual time is not proof of misconduct.
Technician Ratings on the dashboard come from customer-portal ratings and link to Customer Feedback. They are not a verified NPS score.
Composite Stat (weighted combination of stats) feeds the Sales Leaderboard. Its metric editor never opened, so it is not evidence of a working technician composite score.
Auditing what staff did (Observed, empty or no rows inspected).
Customer Access logs employee activity on customer records. It has date and employee filters and a 20,000-log limit per run.
AR Oversight logs billing and AR actions by user type, employee, location, object and action. It can include IP address (default No) and has a 25,000-log limit.
Change Log lists changes by employee, "Trigger Rule" or "System Change". Its entity types include employees, access control profiles, licenses and time clock entries.
Filters: Account Status (All / Active Users / Inactive Users); Account Type (Office Staff / Technicians / Sales Reps); Commission Profile. The commission profiles exposed are sales, service, scheduling, combined, and staged sales/charge-back profiles. The filter does not prove how payouts are calculated.
Actions:
+ User opens Add New User.
Merge Users probably merges duplicate staff records. The merge rules and what history survives are unknown; not executed.
Add Signature was not clicked. The User Card Picture tab later shows the signature area.
Columns: ID, Name, User Name, Access Profile, Phone, Email, Last Login, Active, Type.
Add New User fields: First Name, Last Name, Phone, Email, Username, Account Type (Office Staff / Technician / Sales Rep), Cancel, close, Save. Not executed.
A named reference field; purpose unknown. Office Preferences has "Allow users to edit employee DB Link"
Roaming Rep
Not a Roaming Rep / Roaming Master Account; no roaming tested
Recruiter
No Recruiter or a staff choice; commission/recruiting effect untested
Office Phone Ext. / Ext. Password
Phone extension fields; no value entered
User Name
Login identifier; not edited
Password Reset Email / SMS / Set
Reset delivery or manual set. SMS is disabled. None clicked
Sales / Service / Schedule Commission Rate
Per-activity rate inputs. Precedence over the Commission Rates tab unknown
User Type
Office Staff (selected) / Technician / Sales Rep. Separate from access profile
Experience
First Year (selected), 2, 3, 4, 5, 6+ Years. Does not prove leaderboard rookie thresholds
Skills
Multi-select; no options populated in this tenant
Supervisor
No Supervisor or a staff choice (with license counts). Not proof of approval or license checks
Regional Manager
Not a Regional Rep (selected), Any Office or a named office. The UI says you can only add or remove offices you can access yourself. Cross-office rights untested
Login location
Allow login from anywhere (selected); office-IP requirement; custom location. Not changed
+ Add License Number (a blank row is already present), License Number, Skills (empty list), remove.
State(s) is a multi-select of US state, territory and military-post codes, including AA, AE, AP, DC and PR. These options do not prove legal qualification anywhere.
Sales Alerts (unchecked), Filled Spot (checked), Changed Appointments (unchecked), Team Messages and Admin Messages (checked), New Purchase (unchecked).
New Purchase is the Buy Online Service notification. The page text separates it from mobile sales notifications, and it does not prove an active storefront.
A checked box does not prove device registration or delivery.
Employee Signature "Sign Below", with Clear and its own signature Save. That Save is separate from the whole-card Save, and how the two interact is untested.
Whether the signature is reused in documents is untested.
Type filter: All Types; Sales Rate; Service Rate; Schedule Rate; Secondary Sales Rate; Team Lead Rate; Tertiary Sales Rate.
Start and End dates (overlap rules not explained); Profile (All Profiles or named sales/service/schedule/combined/staged profiles); Search; Custom Profile selector.
+ Rate (not opened); columns Type, Pay Type, Value, Start Date, End Date, Profile. The list is empty.
The profile list has scope filters, search and + Access Control Profiles. The editor has Description (Required), office scope, Notes, Default for and save/cancel. The full list of 200 checkbox labels is in user-management.md. The groups and the notable tooltips are:
2FA permission enables or disables 2FA for offices, groups and individuals
Scheduling
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; Cancel Own Appointments; Edit Other's Appointments; Unlock Other's Appointments; Intelligent Routing; Assign Map Pages; View Production Value; Use Structures/Trend Reporting; Create/Edit Route Templates; Edit External Appointment Notes
Own vs. other, view vs. edit. Edit implies view for some. "My Routes"/"All Routes" mobile visibility. Edit Own Routes covers templates/builders, visual routing, assignment, move route, day-group tabs. Schedule Appointments covers web job pool, routing, assignment, templates. "Use Structures/Trend Reporting" says additional charges may apply
Users
View/Add/Edit Users; View/Add/Edit Techs; View/Add/Edit Sales Reps; View Own Time Sheet; View Other Time Sheets; Edit Own Time Sheet; Edit Other Time Sheets; Override Time Clock Restrictions; Rep Spy (Mobile); Edit Teams; View Employee Financial Settings; Edit Employee Financial Settings
Separate rights per staff category; time-sheet scope and restriction bypass; Rep Spy undefined
Tasks & Alerts
View Own Tasks; View Other Tasks; Edit Own Tasks and Alerts; Edit Other Tasks and Alerts; View Alerts
Transactions
View Transactions; Add Charges; Apply Payments; Edit Transactions; Refund Payments; Delete Invoices; Create Coupon; Negative Charges; Add/Edit Credit Memos; Complete appointment when period is locked
Locked-period completion exception
Account
Create Customers; View/Edit Own Customers; View/Edit Other Customers; Freeze/Unfreeze Customers; Move Customers; Remove Customers; Edit Red Notes; Assign Office Zip Codes
Subscriptions
Edit Cancellation Date/Reason; Freeze/Unfreeze Subscriptions; View/Edit Own Subscriptions; View/Edit Other Subscriptions; Edit Subscription After Agreement Signed; Edit Subscription After Completed Services; Create Discounts; Edit Discounts; Create Bundles; Edit Renewals
Sales
Edit Own Sales Rep; Edit Other Sales Rep; View Leaderboards of All Offices; Create Customers on Mobile; Create Competitions; Edit Other / Edit Own / Remove Other / Remove Own Competitions; View All Competitions
Create Customers on Mobile says additional charges may apply
Leads
View Own Leads; Edit Own Leads; View Other Leads; Edit Other Leads
Billing
Assign Billing Account; View/Edit/Add Own Billing; View/Edit/Add Other Billing; Approve Forms; Create/Edit Convenience Payments
Pricing
View Own Invoices; View Other Invoices; Edit Tax Settings; Hide Commercial Price on Mobile; Hide Residential Price on Mobile; Ignore Min Initial Charge; Ignore Min Recurring Charge; Ignore Min Contract Value
Tax permission covers taxable status, exemption and customer-specific rates in mobile and admin
Sales Overview changes mobile menus (sales menu first, tech items such as My Routes, Schedule, Timer, Feedback lower) and enables the web Sales tab. Save Reports Globally disabled in the new editor
Financial Reports
View Billing by Service Type; View Payments by Service Type; View Forecast Report; View Tech Collections; View Sales Collections; View AR Oversight Report
Edit/Actions covers selections, exports and statement output
QuickBooks Integration
Edit QuickBooks Features
Not proof a connection exists
FieldRoutes Web Dashboard Widgets
Active Customers; Active Subscriptions; Cancellation Reasons; Monthly Services; Technician Ratings; Collections Percentage; Completion Percentage; Stops Per Route; Autopay Percentage; Receivables Aging; Payment Types; Average Rates; Average Contract Values; Average Customer Age; Subscription Sources; Frozen with Account; Recurring Billing; Debit Balance; Revenue by Service; Revenue by Month; Recurring Annual Revenue; Subscribed Meas. SF/LF; Completed Meas. SF/LF
Per-widget access
Area Management
View Assignment Layers; Edit Any Assignment Region; View Reporting Layers; Edit Own Reporting Regions; Edit Other Reporting Regions; View Door Knock System Layer; View Customer System Layer; View Regions I'm Not Assigned to
FieldRoutes Mobile App
Mark Equipment as Manually Inspected; Ignore Min Contract Length on Mobile; View Feedback Menu Item; View Timer Menu Item; View Sales Feed Menu Item; View Dashboard Menu Item; Override Payment & Agreement Schedule Requirements; Override Availability Windows
Manual inspection without a scan; a custom length below the template minimum; Timer = Clock In/Out; Sales Feed = messages and sales updates; Dashboard only for sales reps and must be on before its widgets can be set; bypass payment/agreement prerequisites; edit availability windows
Mobile Dashboard Personal Stats (My View)
Account Volume; Contract Strength; Miscellaneous Stats; This Week; Weekly Trends; Knock Report; Time in Field; Common Objections; Top Competitors; YoY Comparison
Turning a widget off hides it from the personal dashboard
Two-factor: Enable for this Office (No); Require for all Office Staff / Technicians / Sales Reps (disabled while the office setting is off); Re-verification snooze period (disabled; reads "Snooze disabled").
Other Options that touch staff:
Everybody Can Edit Red Notes. How this relates to the "Edit Red Notes" permission is untested.
Base Commission On Serv. Type.
Deductions On Employee Card.
Enable Sales Rep 2 / Enable Sales Rep 3.
Allow users to edit employee DB Link.
Routing Options that touch technicians:
Route Distance Score: Include or Exclude Tech End Points.
Optimization Method: Based on Location Settings / Start Location Only / End Location Only.
Expand Reschedule Events, which includes assigned-technician changes.
Billing Preferences: Technician Tip (tips in the customer portal; only with FieldRoutes Payments).
Form: Description (Required), office scope, visibility, Service Types and Add Ons multi-selects, "Utilize in Scheduling" (checked), save/cancel.
Skills elsewhere: the Service Type editor has a Skills selector ("skill requirements for dispatch"), and the Add-on form has Skills (145-settings-addon-form). Assignment enforcement is unverified.
+ Profile; Description; Profile Type = Subscription (default), Subscription Charge Back or Invoice; + Rule / Rules selector (rule names already used are disabled)
Subscription profile
Subscription Date Filter Type: Date Sold / Initial Service Date / Initial Payment Date. Subscription Pay Commission On: Contract Value / Initial Service Amount / Qualified Revenue / Qualified Amount Paid ("qualified" not defined). Deduction Type (none configured). Pay Commission To (roles). Contract Value Length: first year or subscription term; custom schedules always one year. Rules: Subscription Cancellation Threshold / Charge Backs; Days To Pay In Full Threshold; Require Initial Service Paid In Full; Require Invoice Paid In Full; Min Number of Paid Services Required; Min Number of Services Required; Service Gap Threshold; Deduct Secondary / Tertiary Commission; Split Revenue Secondary / Tertiary; Exclude All Coupons; Exclude Coupon Codes; Recurring Billing Use % of PV; Retroactively apply rates.; Service Type / Plans; Use Service Type / Plan Rates
Charge Back profile
Charge-back Date Filter Type (defaults to Cancellation Date); Charge-back Cancellation Threshold; Max Number of Paid Services Required; Max Number of Services Required
Invoice profile
Invoice Date Filter Type: Service/Invoice Date or Payment Date. Invoice Pay Commission On: Invoice Amount / Production Value / Amount Paid. Invoice Pay Commission To: Sales Rep, Secondary Sales Rep, Tertiary Sales Rep, Sales Team Leader, Technician, Scheduled By. Invoice Include Stand Alone Services. Consider $0.00 Service Invoices. Only Contracted Services. Only Payments in Contract. Only Services in Contract. Contract Start Date. Invoice Contract Value Length. Include Commission Split. Split Revenue Secondary / Tertiary Percentage. Also: cancellation threshold, paid-in-full timing, secondary/tertiary deductions, deduction type, coupon exclusions, recurring % of PV, invoice-paid requirement, retroactive rates, service/plan limits and service/plan rates. The same label may not mean the same logic in every profile type
Rate Type: Sales / Schedule / Secondary Sales / Service / Team Lead / Tertiary Sales Rate. Pay Type: Percentage or Flat Amount. Commission Value. Start Date / End Date (overlap and priority untested). Profile: Sales / Service / Schedule Commission. Tier Type: Quantity (service count) or Amount (dollars). Tier Start / Tier End. Service Types / Service Plans. remove
Commission fields also appear on Service Types and Service Plans (Service, Sales and Schedule Commission %), and on Service Type invoice-template lines (a commission-recipient selector). Service Types also have "Include in sales leaderboards" and "Visible to sales reps". These belong to Service agreements and renewals.
Category editor: Category Description (Required), scope, visibility, Paid or Unpaid, Allow clock in, Block access, + Next Category Rule, save/cancel.
Next Category Rule: Allow / Require, a target category, "after" minutes, Enforce full duration, delete.
Weekly settings:
For each day, Sunday to Saturday: Allow Clock In Start and End, Maximum Paid Hours, Maximum Unpaid Hours, Block day.
Reset Time; save. Current values: full day and 24 hours.
Time Clock page:
Filters: Date (current day); Employees (office, technician, sales and inactive records); Employee Type (Office Staff / Technicians / Sales Reps); Employee Status (Active / Inactive Employees, active selected); Employee Team; Hide Filters; Refresh.
Per-employee rows: elapsed time, Clock In and a category ("Working").
Separate Time Clock and Time Clock Report navigation.
Time Clock Report:
Filters: date, employee, type, status, team and office.
Actions: Refresh Report, Export to Excel, Export to ADP.
Advanced Filters / Basic Filters: Week Overtime, Daily Overtime and Double Time thresholds, Comp. Code (ADP company code), Batch ID (ADP batch identifier), File Number (ADP file number), Hrs. 3 Code (maps Double Time to the ADP Hours 3 code).
Saved reports: Enter Report Name; User / Office / Global scope (Global disabled); Not Default / Default; Save / Save as New; Show Saved Filters ("No Saved Reports").
Report name; User / Office (Global disabled); Not Default / Default; Save; Save as New; Show Saved Filters; Date (default about last month); Key Indicator; Stats to Include; M. of Data (3) for the re-service and cancellation %; Star Reviews comparator (<=, <, =, >, >=, between x,y); # Of Stars (5); Offices; Refresh; Export To CSV; Show Report Table / Show Baseball Cards; Clear Filters
Loaded in 494-495
Technician Stats Key Indicator (27)
Appointments Serviced; Appointments Serviced By Tech; Regular Appointments Serviced; Regular Appointments Serviced By Tech; Productive Appointments Serviced; Productive Appointments Serviced By Tech; Appointments Serviced Not Assigned; Regular Appointments Serviced Not Assigned; Productive Appointments Not Assigned; Total Appointments Serviced By Tech; Total Regular Appointments Serviced By Tech; Total Productive Appointments Serviced By Tech; Appointments Scheduled; Regular Appointments Scheduled; Productive Appointments Scheduled; No Show Appointments; Canceled Appointments; Rescheduled Appointments; Appointments Not Serviced; Payments Collected; Auto Pay Appointments; Total Amount Collected; Potential Payment Collections; Star Reviews (selected); Re-services Caused By Tech; Subscription Cancels Caused By Tech; Customer Cancels Caused By Tech
Technician Stats "Stats to Include" (39)
Appointments Scheduled; Appointments Serviced; Completion %; Appointments Serviced By Tech; Regular Appointments Scheduled; Regular Appointments Serviced; Regular Service Completion %; Regular Appointments Serviced By Tech; Productive Appointments Scheduled*; Productive Appointments Serviced*; Productive Service Completion %; Productive Appointments Scheduled Production Value; Productive Appointments Serviced Production Value; Productive Appointments Serviced By Tech; Appointments Serviced Not Assigned; Regular Appointments Serviced Not Assigned; Productive Appointments Not Assigned; Total Appointments Serivced By Tech (sic); Total Regular Appointments Serviced By Tech; Total Productive Appointments Serviced By Tech; Total Productive Appointments Serviced By Tech Production Value; No Show Appointments; Canceled Appointments; Rescheduled Appointments; Appointments Not Serviced; Total Reported Time On Site; Total Actual Time On Site; Payments Collected; Auto Pay Appointments; Total Amount Collected; Potential Payment Collections; Star Reviews; Star Review %; Re-services Caused By Tech; Re-Service %; Subscription Cancels Caused By Tech; Subscription Cancellation %; Customer Cancels Caused By Tech; Customer Cancellation % ( = selected)
Saved-report controls; Dates; Key Indicator (# of Office Sales, # of Alerts Completed, # of Tasks Completed, # of Sent Emails, # of Pending Cancellations); Stats to Include (73 note, call, email, SMS, letter, renewal, cancellation and other activity counts, full list in reporting controls); Offices; Employees; Employee Status (Only Active / All Employees); Weekends (No / Saturdays only / Sundays only / Saturdays and Sundays); Show Report Table / Show Office Cards; chart by Day / Week / Month
12 staff rows plus total. Counts activity, not customer outcomes. First capture 120-reporting-office-stats was blank
Date; Offices; Employees; Advanced Filters (not opened); Refresh; Export to CSV; search; columns office, tech ID, tech name, stops, appointment duration, average reported time and difference, average actual time and difference
Last Known Location: All Employees / All Sales Reps / All Technicians; Location History (one entry per employee, 56 entries on the landing page; the list on 117-location-history-demo shows only 4 entries); date range ("to"); Refresh; Map / Satellite; fullscreen; camera controls; Street View; keyboard shortcuts
Distributed To employee picker (office/tech/sales); Inventory Changes Sub Group None / Employee / Vendor (Employee always shows Returned and Distributed); Employee Usage filter Employees, with distributed / used / on-truck columns
Enforcement. No second, non-admin role was used. Nobody tested least privilege, inherited or implied permissions, cross-office isolation, or whether a bypass permission works. The admin's own card is not a representative role.
Shared-profile propagation and Custom Profile fallback. These come only from the manual. Why "Save Reports Globally" is disabled in the new-profile editor but checked on the own user is unknown.
Security beyond the setting screens. 2FA enrollment, enforcement, reset, lost-phone recovery and disable precedence were not tested; the manual passage on disabling is inconsistent. Also unverified: SSO, effective login-location or IP restrictions, password-reset delivery, offboarding, audit completeness and retention, backups, certifications and contractual security commitments. Session expiry after 60 minutes was observed once and is not a proven configurable policy.
User lifecycle. No user was created, merged, deactivated or invited. Merge Users rules and surviving history are unknown. Add New User shows no password or access-profile field.
Teams and departments. Membership, managers, permissions and commission links after saving are not shown. Both lists are empty.
Licenses. No license was saved. No expiry, regulator check or qualification enforcement is shown. The skills option lists are empty in this tenant.
Notifications. No delivery or device registration was tested.
Signature and photo. No upload or signature was saved. Reuse in documents is untested. Employee photos render as broken images on the Time Clock and Technician Stats (381-clock-dock, 494-technician-stats-refreshed).
Route endpoints. Precedence, geocoding and optimization use were not tested.
Compensation. No commission, charge-back, tier, split or deduction was calculated or paid. "Qualified" revenue is undefined. The precedence between Information-tab rates, Commission Rates, Rate Profiles, Service Type % and "Base Commission On Serv. Type" is unknown. Recruiter effects and the + Rate child form were not opened. Commission report Advanced Filters were not opened. The Commission Rates and Deductions lists are empty. Payroll effects are unknown.
Time clock. Nobody clocked in. Transitions, blocks, limits, time-zone and reset behavior, corrections, approvals, edit history and emergency access are untested. The Time Clock Report rendered no rows. No Excel or ADP file was produced, so ADP file acceptance is unknown. "Export to ADP" is not a live payroll integration.
Location tracking. Every location map was empty for the captured day. The data source, freshness, accuracy and timestamps are unknown. Nothing shows vehicle telematics. The Dispatch Map Technicians layer does not prove live GPS.
Technician metrics. Formulas, attribution (assigned vs. performing technician), denominators and zero-data handling are not visible. The Technician Stats manuals were indexed but not read. Composite Stat's metric editor did not open. The Audit "Employees with Images Saved" panel counts in "Appointments", so its meaning is unclear. Average Time On Site Advanced Filters were not opened. Tech Collections and Tech Completion Notes showed no figures.
Tasks. "Create New" in the Tasks dock opened no editor (376-tasks-dock). Task assignment notifications and completion were not shown.
Unclear labels: Rep Spy (Mobile) and DB Link are undefined. The meaning of Roaming Rep is inferred from its label.
Overall fit. The research rates "permissions/audit/security" high for visible controls but low for enforcement and recovery. It rates "workforce/multi-office" medium for setup and low for enforcement, payroll output and cross-office isolation. "Sales/commissions" is medium for configuration and low for attribution and payout accuracy. "Field execution" is low for technician runtime (assessment). The research names shared-profile propagation as an explicit acceptance condition (final evidence review).
Open acceptance questions from the research:
Test representative roles end to end: view vs. export vs. change.
Find out who can change 2FA, override scheduling/payment/scan rules, change tax or prices, access other offices, or impersonate a portal user.
Prove 2FA group precedence, app compatibility, recovery and offboarding.
Check whether independent reviewers can detect sensitive actions without performing them.
Test clock and break policies across midnight, reset time, roles and offices, including emergency access and corrections.
Reconcile approved time to payroll: overtime, double time, employee mapping, ADP file acceptance.
Reconcile commissions across date bases, custom schedules, tiers, splits, deductions, cancellations and charge-backs, including effective-date changes. Decide who approves adjustments and how to avoid duplicate or missing payouts.
Validate technician-score fairness before using it for pay or performance.
Ideas for Our CRM
Agent proposals, not decisions
Proposal: keep staff type (office, technician, sales) separate from role/permissions, as FieldRoutes does.
Proposal: make shared roles explicit. When an admin edits one user's permissions, warn that the shared role changes, and offer a per-user exception instead of silently changing the role (the research's acceptance focus).
Proposal: split "view a report" from "act on a report" (export, select, statements, bulk actions) in permissions.
Proposal: keep commission calculation rules separate from employee rate assignments, with effective dates and tiers, and state one clear precedence order.
Proposal: model time-clock categories as paid/unpaid with optional "block customer access" and timed transition rules; treat payroll export as a separate, testable integration.
Proposal: keep each technician's route start/end separate from the office origin and from live location tracking.
Proposal: for the planned technician dashboard, label every measure as scheduled, reported, actual or inferred, and show its formula, date basis and history window. Attribute "caused by tech" outcomes visibly (reporting findings).
Proposal: keep data-quality audits and action tracing (who did what) as two different tools.
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.
052-sales-competitions · Office Competitions(Lead, sales and estimate): Lists sales competitions between offices, with tabs for Office, Team and Player competitions and Templates.
057-sales-new-competition · Create Office Competition dialog(Lead, sales and estimate): The setup form for a new office sales competition: template, competition name, a saved leaderboard filter as the scoring metric, metric target, start and end (in the office's timezone), 1st/2nd/3rd place reward text, participating offices and a save-as-template checkbox.
058-team-competitions · Team Competitions(Lead, sales and estimate): Lists competitions between sales teams, with the same date range, status, Refresh, Search and + Competition controls as the office list.
059-player-competitions · Player Competitions(Lead, sales and estimate): Lists competitions between individual sales reps, with date range, status, Refresh, Search and + Competition.
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.
145-settings-addon-form · New Add-on form(Service agreements and renewals): Form for an add-on: description, code, category, GL account, scope, visibility, one-time or recurring, amount, taxable, mobile-sales visibility, dynamic pricing and required skills.
194-mobile-spray-rigs · Spray Rigs list(Chemical use and state reporting): Spray Rigs list (application equipment) with Visibility filter, search and + Spray Rig; columns Description, License Number, Visibility.
217-office-preferences · Office Preferences overview(Invoicing and billing terms): Overview of office-wide policies in separate editable sections: contract defaults, routing options, billing preferences, other options, two-factor settings, brand colors and month closing (with a Close Month button, not used).
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.
497-office-stats-results · Office Stats, card view(Reporting and analytics): Office Stats after Refresh: an office header, a roster of office-staff cards with activity counts and daily averages, and a Staff Performance Chart grouped by day, week or month.
498-office-stats-table · Office Stats, table view(Reporting and analytics): Office Stats as a table (the toggle now reads 'Show Office Cards'): twelve employee rows plus a total row, with sortable columns for office sales, alerts completed, pending cancellations, sent emails and tasks completed.
515-routing-populated-day · Daily route view, populated day(Scheduling and appointments): The day schedule shows routes as cards: here two routes with no technician assigned, one appointment each (one completed, one pending), planned hours, a Distance Score with no stated unit and a route value.
520-daily-route-print-options · Route sheet print options(Routing): Options for printing technicians' route sheets: style (none, compact, default, expanded), separate groups, print service notifications (pending-approval notices excluded), only customers without email or preferring paper, include overbooked services and technician selection.
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.
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.
557-recommended-routes-clear · Recommended Routes dialog(Scheduling and appointments): Opening a due service from the Job Pool starts a 'Currently Scheduling' context and shows Recommended Routes, which suggests existing routes for the visit: sort by closest or soonest, include full or only non-filled routes, technician and group filters, max miles (30), date range, match by tech skills and Refresh.
Research sections used for this page 100
The original research reports are kept unchanged in the archive. These are the sections that speak about this block:
admin/controls.md › Admin navigation: Admin top navigation: Business Contacts, Users, Teams/Departments, Route Templates, Preferences and Billing (the company's own FieldRoutes account), each with its purpose.
admin/controls.md › Users and Add New User: Users directory filters (status, type, commission profile), columns, Merge Users, Add Signature and the name-only Add New User form; staff users and permissions live in technicians (no separate users block yet); points to user-management.md for the User Card.
admin/controls.md › Teams / Departments: Teams/Departments: sales teams and office departments lists with name-only create dialogs; 365 replaces covered 125.
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 › 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 › Service Plans and service rounds: Service Plans and their service rounds: contract lengths, plan/billing dates, commissions, billing frequency, prepay discount, discounts, round dates, wait/order/max-delay rules and per-round pricing; unsaved-changes confirmation.
admin/controls.md › Add-ons: Add-ons: recurring or one-time supplements with amount, tax, GL account, mobile sales visibility, dynamic pricing and skills.
admin/controls.md › Skills: Skills: capability labels linked to service types and add-ons, with a Utilize in Scheduling checkbox.
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 › Social Network and Time Clock: Social Network links (platform URL, promoted, active) and Time Clock categories (paid/unpaid, transition rules) and weekly Time Clock settings (clock-in windows, max hours, blocked days, reset time).
admin/controls.md › Final clarity recaptures (539–547): Clear recaptures 539-547: service plans list, service type editor, condition type, target area, target issue, dilution calculator (result clipped), full AR trigger placeholder catalog of 24 tokens, department dialog.
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 › Tenant limitation and remaining evidence: Tenant SMS registration error banner on all Admin pages, and the list of still-missing evidence (user merge, team membership, roles, custom fields, Composite Stat, Marketing Pro, contract preview, invoice/payment drilldowns).
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 › 7. Sales and growth workflows: Sales: leaderboards, competitions, areas, knocking, Top Ten; commission profiles and rate profiles; Mobile Sales frozen, E-Commerce Widget/Deals gated, Sales Teams; no lead-to-customer handoff shown.
assessment.md › 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 › 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 › 17. Workforce, office boundaries and operating policy: Workforce and offices: time-clock categories, transition rules, weekly limits, Time Clock report with ADP export, office legal/address/routing origin/territory and ZIP sharing; Vendors and Social Network are only dictionaries.
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 › Acceptance checklist and available follow-up states: Acceptance/follow-up checklist of unverified items: report filters, linked properties, mobile and portal runtime, roles/2FA, scheduling enforcement, financial and automation outcomes, integrations/migration, business requirements.
domain-model.md › Customers, properties and people: Core concepts: Customer Card and checkout, service vs billing address, Default Bill To payer, linked properties, merge, unit/structure modes, additional vs business contacts, staff roles; plus the purpose of each of the 12 Customer Card tabs.
domain-model.md › Money, communication and administration: Money, communication and admin concepts: AR/credits/prepayments, AutoPay, convenience payments, disbursements, FieldRoutes' own usage billing (hub), contract/form templates, trigger rules, access control profiles (users/permissions, no separate block), source/flag/reason/status; Marketing Pro and SalesRoutes not enabled.
evidence-quality.md › 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 › Final user-card review: Final user-card review: all eight user tabs 548-555 (Information, Licenses, Notifications, Access Control, Picture, Location, Commission Rates, Deductions) readable; nothing saved.
final-evidence-review.md › Business-fit conclusion: Business-fit conclusion: conditional fit; acceptance conditions are non-US billing, separate linked-property payments, payment-plan compatibility, Fill Routes cost/time zones, shared access profiles, automation scope.
global-controls.md › Tasks: Tasks queue filters, statuses, columns and bulk actions; Create New attempt 377 opened no editor.
global-controls.md › Time Clock: Time Clock page: employee filters, elapsed time, Clock In and work category; no clock action taken (time tracking sits in technicians).
global-controls.md › Fit implications and gaps: Fit gaps: task creation/completion and payroll integration not demonstrated; help and discovery links are separate from licensed modules.
report.md › What was inspected: Inspected-areas table: Dashboard, Customers, Scheduling, Billing, Sales, Reporting, Admin, global controls.
reporting/findings.md › What is directly observed: Per-capture table of every Reporting page (six categories, 44 Office reports, Inventory, Locations, Technician/Office Stats, Form Lookup) with visible controls and what is unverified; notes which blanks were later resolved.
reporting/findings.md › Later Reporting states: 486–503: Later states 486-503: Forecast table headings only, Billing chart, WDO options/document view, Customer Restore rows, Frozen blank, Technician/Office Stats cards and tables, Distribute Inventory, four State Chemical formats with limits.
reporting/findings.md › Facts that change interpretation: Interpretation facts: how Average Contract Rates, Time On Site, Audit, AR Oversight, Billing/Line Items, Retention, Commission, Sales Tax, Inventory, State Chemical, Technician Stats, Locations and Form Lookup define their numbers.
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.
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 › Access Control Profiles: Access Control Profiles manual: shared role permissions; editing a user's permissions changes the shared profile unless switched to Custom Profile (permissions live in technicians block for now).
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).
