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, termite and wood-destroying-organism (WDO) work shows up in three places. First, standard NPMA inspection forms (NPMA_33, its attachment, NPMA_99A and NPMA_99B) are kept as Form Templates and generated from a customer's Documents tab. Second, Form Lookup tracks the state of filled-in forms. Third, two Office reports serve state WDO filing: California WDO Report and WDO State Reporting. Products can also be flagged "Available To WDO". The research has 10 screenshots here. Every one shows a setup screen, a template picker or an empty report. No form was generated, signed, approved or filed, and no WDO document was previewed.
In short
WDO forms are NPMA templates. The tenant has NPMA_33, NPMA_33_Attachment, NPMA_99A and NPMA_99B, each with its own signature requirement (Observed 326-form-templates).
A form is created from Customer Card > Documents > + New Form by choosing a template. This is a different path from agreements, which start by choosing a subscription (Observed 451-customer-form-options).
Forms have a state lifecycle in Form Lookup: Work in progress, Pending Approval, Waiting on customer, Approved, Changes requested and Completed. Templates can require approval (Observed 121-reporting-form-lookup, 327-form-template-editor).
WDO State Reporting classifies reports into seven types: Complete, Limited, Supplemental, Re-Inspection, Notice of Work Completed and Not Completed, Corrected and Separated. It has a document view (Observed 488-wdo-state-reporting-options, 489-wdo-document-view).
California has its own WDO report with a PR Number filter and seven Code selectors (Observed 104-report-california-wdo).
The presence of NPMA forms and state reports does not prove regulatory compliance or a successful filing.
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.
104California WDO Report partial
A state report of California wood-destroying-organism (termite) inspections.
Full description
Where: Reporting > Office > California WDO Report Captured: 2026-11-02 15:44 UTC · Quality: partial
A state report of California wood-destroying-organism (termite) inspections. Filters: date, PR number, service type (NPMA_33, NPMA_33 attachment, NPMA_99A, NPMA_99B), seven code selectors, employees and offices, with saved-report presets, Refresh and Export. No report rows are shown and nothing was exported.
Lists WDO (termite) reports for state filing by inspection or work-completion date and office.
Full description
Where: Reporting > Office > WDO State Reporting Captured: 2026-11-02 15:44 UTC · Quality: partial
Lists WDO (termite) reports for state filing by inspection or work-completion date and office. Report types: complete, limited, supplemental, re-inspection, notice of work completed and not completed, corrected and separated (all selected). It has Hide Filters, Refresh, Document View and Export. No reports are listed; see 488-489 for the options and document view.
Searches filled-in forms (NPMA termite/WDO forms).
Full description
Where: Reporting > Form Lookup Captured: 2026-11-02 15:47 UTC · Quality: clear
Searches filled-in forms (NPMA termite/WDO forms). Filters: date added (default last month), date signed, form state (work in progress, pending approval, waiting on customer, approved, changes requested, completed), form type (NPMA_33, NPMA_33 attachment, NPMA_99A, NPMA_99B) and created by, with an Actions menu, Refresh and search. The list and preview pane are empty; Actions was not opened and no form was approved or changed.
The WDO State Reporting filters opened: inspection or work-completion date, office and the report-type list (complete, limited, supplemental,…
Full description
Where: Reporting > Office > WDO State Reporting Captured: 2026-11-02 20:42 UTC · Quality: clear
The WDO State Reporting filters opened: inspection or work-completion date, office and the report-type list (complete, limited, supplemental, re-inspection, notice of work completed and not completed, corrected, separated; all selected), with Hide Filters, Refresh, Export and Document View. No report rows are listed and nothing was filed.
The WDO report in document view: a searchable list on one side and a document preview on the other, and the toggle now reads 'Table View'.
Full description
Where: Reporting > Office > WDO State Reporting > Document View Captured: 2026-11-02 20:43 UTC · Quality: partial
The WDO report in document view: a searchable list on one side and a document preview on the other, and the toggle now reads 'Table View'. The list is empty and the preview is gray, so no document is shown.
NPMA_33 / NPMA_33_Attachment / NPMA_99A / NPMA_99B: Standard pest-industry (NPMA) inspection forms stored as Form Templates. Their presence is not proof of compliance Observed326-form-templates, 451-customer-form-options
Form Template: A reusable signable document: HTML content, placeholders, page size, approval rule and a completion letter. A Form is not a contract or agreement (false friend). Agreements start from a subscription Observed327-form-template-editor
Requires Approval: A template rule that says a filled form needs approval Observed327-form-template-editor
Signature Requirement: A column in the Form Templates list. The new-template editor has no separate selector for it; signature fields are placed with placeholder markup Observed326-form-templates, 327-form-template-editor
Completion Letter: Rich-text correspondence tied to a form template. Its sending trigger and channel are not established Observed327-form-template-editor
Form State: Work in progress, Pending Approval, Waiting on customer, Approved, Changes requested, Completed Observed121-reporting-form-lookup
Report types (WDO): Complete, Limited, Supplemental, Re-Inspection, Notice of Work Completed and Not Completed, Corrected, Separated. They classify stored report records; selecting them does not create a report Observed488-wdo-state-reporting-options
Inspection / Work Completion Date: The date filter of WDO State Reporting Observed105-report-wdo-state
PR Number / Code 1–7: California WDO Report filters. The research does not define their meaning Observed104-report-california-wdo
Available To WDO: A product flag. The research does not expand the workflow on the product form Observed172-settings-product-form
Where it lives in FieldRoutes
Menus, pages and settings where this block appears 6 menu paths
Termite forms share the document machinery ofService agreements and renewals: Form Templates sit beside contract templates, and agreements are generated per subscription (Observed 326-form-templates).
Termite forms capture signatures forWork order: customer and employee signature fields and a Completion Letter (Observed 327-form-template-editor).
Termite reporting filters byTechnicians and licenses: Employees on the California WDO Report and Created By on Form Lookup (Observed).
Termite feedsReporting and analytics through Form Lookup, the California WDO Report and WDO State Reporting (Observed).
How FieldRoutes does it
Setting up WDO forms (observed, nothing saved).
An admin keeps Form Templates. The list shows Name, Page Size, Signature Requirement, Requires Approval, Global and Visible.
A new template gets:
a required Name and Page Size (Letter/Legal; Legal was preselected)
Requires Approval (No/Yes), office scope and visibility
HTML content, edited in an html mode or imported with Choose File
Placeholders in Use, a read-only stylesheet and a rich-text Completion Letter
A Form Content Placeholder Key lists office, customer, bill-to, unit and date variables, plus documented markup for customer and employee signature fields.
The UI warns that embedded base64 images over 200 KB will not be saved.
Starting a form for a customer (observed up to the picker).
On the Customer Card, open Documents.
Choose + New Form. The prompt "Please Select a Form Template to Generate" offers the four NPMA templates.
No template was selected, so nothing was generated, signed or sent. + New Agreement is a separate path that starts by choosing a subscription. (customer findings)
Tracking forms (observed, empty). Form Lookup lists filled-in forms and filters them by:
Date Added (default about the last month)
Date Signed
Form State
Form Type (the four NPMA forms)
Created By
It also has an Actions menu, Refresh, Search and a list-and-preview pane. The Actions menu was not opened. No approval, change request or completion was performed.
State WDO reporting (observed, empty).
WDO State Reporting filters by Inspection / Work Completion Date, Offices and Report types (all seven were selected).
It has Hide Filters, Refresh and Export.
Document View switches to a searchable list with a document preview, and the toggle becomes "Table View". The list was empty and the preview gray.
The California WDO Report has saved-report presets (name, Save, Save as New, Show Saved Filters) and Refresh and Export. Its filters are Date, PR Number, Service Type (the NPMA forms), Code 1 to Code 7, Employees and Offices.
No form template was saved. No form was generated, signed, approved, completed or sent. No file was uploaded.
The Form Lookup Actions menu, an existing form's detail or preview, and form state transitions were not inspected.
WDO Document View (489) is empty with a gray preview. It is not a document, and no WDO document was previewed.
Neither WDO report listed rows. No export, state filing or regulatory acceptance was demonstrated. A blank region is not proof of zero records.
The meaning of PR Number and Code 1–7, and how a WDO finding or recommendation is recorded, are not covered by the evidence.
No WDO inspection was observed, and no use of a WDO-flagged product.
The NPMA templates' existence is not proof of compliance. The current state requirements (the official KB lists updated NPMA/FDACS and California WDO compliance guides) were not read.
The Completion Letter's trigger and channel are unknown.
Ideas for Our CRM
Agent proposals, not decisions
Proposal: treat WDO and termite reports as form documents with a state lifecycle (in progress, pending approval, waiting on customer, approved, changes requested, completed), separate from service agreements.
Proposal: support per-state report types (complete, limited, supplemental, re-inspection, notice of completion, corrected, separated) as a classification on the stored report.
Proposal: have a business specialist validate state-specific WDO output; do not assume a report label establishes compliance (assessment acceptance question).
Official FieldRoutes manuals
None of the 15 manuals read in the research covers this block. These knowledge base articles are indexed only (bodies not read):
Screenshots kept in other blocks that also matter here 5
172-settings-product-form · New Product form(Chemical use and state reporting): Form for a product: name and label, EPA number, manufacturer, concentrated/diluted/inventory units, measurement type, default dilution and active percentage, SDS and label links, Sentricon bait flag, mix ratio, application method and rate, chemical or non-chemical, target areas and issues, 'available to WDO', California pest-control use code and active ingredients.
327-form-template-editor · Form Template editor (new)(Service agreements and renewals): Blank form template with required Name, Page Size (Letter/Legal), Requires Approval, office scope and visibility, Choose File, Placeholders in Use, a read-only stylesheet and a rich-text Completion Letter.
451-customer-form-options · New Form, choose form template(Service agreements and renewals): New Form asks for a form template and lists NPMA_33, NPMA_33_Attachment, NPMA_99A and NPMA_99B (standard pest-industry inspection forms, including the WDO/termite report).
Research sections used for this page 16
The original research reports are kept unchanged in the archive. These are the sections that speak about this block:
admin/controls.md › Products and dilution calculator: Products catalog editor (EPA number, units, dilution, active %, SDS/label links, mix ratio, application method/rate, target areas/issues, WDO availability, CA pest control code, ingredients) and the dilution calculator.
admin/controls.md › Form Templates: Form Templates: signable documents (NPMA forms present) with page size, approval requirement, HTML content, completion letter, image size limit and signature placeholders.
evidence-quality.md › Remaining rendering and coverage limits: Remaining rendering limits by capture: dilution calculator, global search 532, card entry 026/360, Composite Stat, Tasks, contract template, communication templates, employee photos, alerts/KB, session 384-385, dashboard, customer report controls, subscription, State Chemical 501-503.
evidence-quality.md › Blank output and attempted states: Blank and attempted states: list of blank Office reports, WDO 488-489 empty document view, Audit Sales, Time Clock report, Prepayments, Knocking, Top Ten; explicit zero tables are stronger evidence.
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 › 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.
