Appointment Checklists (150-settings-appointment-checklists, 151-settings-appointment-checklist-form, 152-settings-checklist-section)

Mobile Service defaults that gate or shape completion (181-mobile-default-settings, 183-mobile-service-default-editor). The values shown are this account's settings, not product defaults.

The Sales side of the same page (map code, flexibility, default services, payment and agreement prerequisites, contract-signed alert, default source, nearby distance, earliest spot) belongs to Mobile app and Scheduling and appointments.

Field dictionaries (192-mobile-preset-notes, 193-mobile-preset-note-form, 187-mobile-diagram-markers, 188-mobile-diagram-marker-form, 189-mobile-diagram-marker-icons, 194-mobile-spray-rigs, 195-mobile-spray-rig-form)

• Preset Notes: Global, Search, + Preset Note; Preset Description (required), Notes (required), office scope; Toggle On / Toggle Off (bulk; exact set untested); twelve checkboxes, Residential / Commercial / Multi-Unit / Structure by Service Notes / Invoice Notes / Office Notes, all checked on a new form; save / cancel.
• Diagram Markers: Global, Search, + Diagram Marker; Marker Code (required), Marker Description (required), Marker Notes; Most Used / Not Most Used (app ordering untested); office scope; Icon Image chooser (pest, treatment, finding and interface symbols); "Show tech name and license # on diagram" (tooltip: always show the viewing user's name and license; not toggled); save / cancel. Actual diagram drawing and output were not tested.
• Spray Rigs: Visibility, Search, + Spray Rig; Spray Rig Description (required), Spray Rig License Number (required), visibility. No assignment to a technician, vehicle or chemical use was seen. See Chemical use and state reporting.

Custom fields on the visit (161-settings-custom-appointment-details, 162-settings-custom-appointment-group, 163-settings-custom-unit-details, 164-settings-custom-unit-group)

• Custom Appointment Details and Custom Appointment Unit Details: Global, Visibility, Search, empty table, + New Group of Custom Fields; Group Name, cancel, save. The field editor appears only after saving a group, so field types, validation, requiredness and mobile rendering were not seen.

Customer Communication groups tied to completion (300-communication-section-19-editor, 301-communication-section-20-editor, 302-communication-section-21-editor)

Form Templates (326-form-templates, 327-form-template-editor, 328-form-template-html)

• List: Global filter, Visibility, Search, + Form Template, edit; columns Name, Page Size, Signature Requirement, Requires Approval, Global, Visible.
• Editor: Name (required); Page Size Letter / Legal (Legal preselected); Requires Approval No / Yes; office scope; Hidden / Visible; save / cancel / html; Choose File; Placeholders in Use; iframe preview; read-only Stylesheet; Completion Letter rich text (Format, Bold, Italic, Strikethrough, Lists, Link, Line); HTML content, preview, delete; a notice that base64 images over 200KB will not be saved; Form Content Placeholder Key (office, customer, bill-to, unit, date variables and customer/employee signature-field markup).
• The list shows Signature Requirement as a column, but the new editor has no separate selector for it.

Skip Reasons (346-skip-reasons, 347-skip-reason-editor): Global, Visibility, System, Search, + Skip Reason; Skip Reason (required), office scope, Hidden / Visible, System No. The system reasons Auto-Skipped, Prepay Upsell and Unspecified have no edit control. The consequences of a skip were not exercised.

Appointment Reservice Reasons (155-settings-reservice-reasons): scope, visibility and System filters, search; the editor needs a Reservice Reason.

Route sheet Print Options (520-daily-route-print-options): Route Sheet None (selected) / Compact / Default / Expanded Style; Separate groups (unchecked); Print Service Notifications (unchecked; pending-approval excluded); Only customers without email / Only customers who prefer paper (unchecked); Include Overbooked Services (checked; output inclusion, not permission to overbook); Technicians multi-select (Office, Tech and Sales labels); Print / Cancel / close.

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

• Scheduled By / Completed By / Serviced By (separate; the technician selector holds more than technician-role accounts).
• Status: Pending, Completed, Not Serviced, Canceled, Rescheduled, Auto-Skip, Skipped, Opted-Out.
• Feedback Rating (seven comparisons, number of stars).
• Show Tech Notes No / Yes (report display, not a new note).
• Serviced Interior: N/A / Include / Exclude / Only Serviced Interiors.
• Images Uploaded: N/A / Include Appts With or Without Uploaded Images / Only Without / Only With.
• Appt Checklist Data: Appointment Checklist Name, Required, When to Display on Mobile App, Display During Appointments, Customer Accepts Via, Checklist Acknowledged, Acknowledged On.
• Appt Custom Fields / Unit Custom Fields (empty options).
• Target Issues / Excl. Target Pests; Include / Exclude Flags (Appointment Flags).

Reports about completed work

Dashboard completion metrics (vendor definitions, not checked against records)

• Completion %: status of scheduled appointments in the period that remain on a route, excluding cancellations and reschedules. Serviced = completed, Pending = not yet completed, Not Serviced = No Show. The handling of mixed-service appointments is not stated (393-dashboard-metric-help-5).
• Completed Meas. SF: completed measured subscriptions in the chosen dates by service type, with calendar-year wording. Outputs: Completed Services (count), Completed Meas. SF and Total Completed Meas. SF (plus add-ons) (409-dashboard-metric-help-21).
• Completed Meas. LF: the same in linear feet: Completed Services, Completed Meas. LF, Total Completed Meas. LF. It was read from its own help dialog (411-dashboard-metric-help-23).
• On the subscribed side, "Inactive" measurement includes skipped and opted-out services, not only inactive subscriptions. The LF help mislabels one output and refers to square footage in its last sentence (dashboard).

Staff signature (552-owned-user-picture): the Picture tab has Choose File, an Employee Signature "Sign Below" area, a signature-local Clear / Save and the whole-card Cancel / Save. Nothing was signed. The Service Type has an Employee Signature No / Yes setting whose exact use is unknown (540-service-type-editor-clear).

• 067-report-average-time-on-site · Average Time On Site By Tech (Technicians and licenses): Compares how long each technician spends at a stop, grouped by technician and by the appointment's planned duration.
• 075-report-customer-feedback · Customer Feedback (Customer messages and marketing): Lists customer service ratings for a date range, filtered by star rating (1 to 5 or all) and by whether the customer marked a favourite.
• 102-report-tech-reservices · Tech Re-services (Technicians and licenses): Ties re-service visits (call-backs) to the technician whose earlier service caused them.
• 155-settings-reservice-reasons · Appointment Reservice Reasons list (Scheduling and appointments): Catalog of reasons for a return (re-service) visit, with scope, visibility and System filters and search.
• 181-mobile-default-settings · Mobile Default Settings (Mobile app): Current mobile app policies in two parts.
• 183-mobile-service-default-editor · Mobile Service defaults editor (Mobile app): Edit mode of the technician defaults: look-ahead/look-back days, block completion if balance (all, residential or commercial only), max over-collect, payment hold and monthly charge caps, push notifications, products required to complete, rescheduling, auto-apply of collected payments (needs Apply Payments permission), interior-serviced selection and equipment-scan confirmation.
• 300-communication-section-19-editor · Customer Communication: Service Follow-up Email (group 19) (Customer messages and marketing): Communication settings editor for 'Service Follow-up Email', opened unchanged and cancelled.
• 301-communication-section-20-editor · Customer Communication: Service Follow-up Email, Incomplete Services (group 20) (Customer messages and marketing): Communication settings editor for 'Service Follow-up Email, Incomplete Services', opened unchanged and cancelled.
• 302-communication-section-21-editor · Customer Communication: Service Notification Notes / Caution Statements (group 21) (Customer messages and marketing): Communication settings editor for 'Service Notification Notes / Caution Statements', opened unchanged and cancelled.
• 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.
• 346-skip-reasons · Skip Reasons list (Scheduling and appointments): Standard reasons for skipping a scheduled service.
• 347-skip-reason-editor · Skip Reason editor (new) (Scheduling and appointments): Blank form with required Skip Reason, office scope and Hidden/Visible; System shows No.
• 393-dashboard-metric-help-5 · Dashboard help: Completion % (Reporting and analytics): The help dialog for the dashboard's Completion % card.
• 409-dashboard-metric-help-21 · Dashboard help: Completed Meas. SF (Reporting and analytics): The help dialog for the dashboard's Completed Meas.
• 411-dashboard-metric-help-23 · Dashboard help: Completed Meas. LF (Reporting and analytics): The help dialog for the dashboard's Completed Meas.
• 417-service-appointment-filters · Customer Search, Service Appointment filters (top) (Customer account): The Service Appointment group selects customers by their visits: scheduled-for, created-on and skipped dates, skip reasons and skipped-service options, opt-outs, due date, scheduled/completed/serviced by, auto-scheduled, paid-between date and service balance.
• 418-service-appointment-filters-middle · Customer Search, Service Appointment filters (middle) (Customer account): Middle scroll position of the Service Appointment filters, showing services/type, initial-service, category, appointment status (Pending, Completed, Not Serviced, Canceled, Rescheduled, Auto-Skip, Skipped, Opted-Out), show-reminders and feedback-rating filters.
• 419-service-appointment-filters-upper-middle · Customer Search, Service Appointment filters (upper middle) (Customer account): Scroll position bridging the top and middle of the Service Appointment filters (skip/opt-out, due date, staff attribution, auto-scheduled, paid and balance filters).
• 420-service-appointment-filters-lower · Customer Search, Service Appointment filters (bottom) (Customer account): Bottom of the Service Appointment filters: target issues/excluded pests, stand-alone services, appointment flags, appointment and unit custom fields, show tech notes, subscription appointment number, serviced interior, images uploaded and appointment checklist data (name, required, acknowledged and so on).
• 447-customer-appointments · Customer Card, Appointments tab (populated) (Scheduling and appointments): The Appointments tab for the populated customer lists two General Service visits (mid-October 2026), both Pending, with links to Service Notification Report and History.
• 477-audit-employee-images · Audit check: Employees with images saved (Technicians and licenses): One of the 19 data-quality checks in the Audit report, selected on its own: it lists employee images saved (the count unit reads 'Appointments', so the exact meaning is unclear).
• 516-daily-route-actions · Route Actions menu (Routing): The per-route action menu: Assign / Cancel Pre-Built Stops, Recommend Appointments, Map Route / Tech Tracker, Move Entire Route, Optimize Route, Route Summary Report, Auto Assign Times, Delete Route, Complete Entire Route, Cancel Entire Route and Lock Route.
• 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.

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

• 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 › Appointment Checklists: Appointment Checklists shown to technicians before start or completion: service type binding, required flag, signed-agreement prerequisite, approval by technician/customer, sections with initials or single-tap acknowledgement and placeholders.
• admin/controls.md › Custom Schedules and custom field groups: Custom Schedules (month-by-month date or weekday rules for subscription, recurring and initial billing) and custom appointment / unit detail field groups.
• admin/controls.md › Mobile Default Settings: Mobile Default Settings for Sales and Service: scheduling prerequisites, default service types and source, look-ahead days, completion gates (balance, products, interior, equipment scan), payment collection rules, push notifications, rescheduling.
• admin/controls.md › Mobile Diagram Markers, Objections, Preset Notes, Spray Rigs: Mobile dictionaries: diagram markers and icons (tech name/license on diagram), sales objections, preset notes by property type and note type, and spray rigs with license numbers.
• admin/controls.md › Named map of communication groups2–34: Named map of communication groups 2-34: answering machine detection, statement tear sheet, AR hold time, reminder and auto-reply SMS, invoice footers, prepay templates, e-consent, signature email/SMS, follow-up emails, caution statements, welcome/renewal SMS and voice, reviews, portal signing messages, auto-payment text.
• admin/controls.md › Form Templates: Form Templates: signable documents (NPMA forms present) with page size, approval requirement, HTML content, completion letter, image size limit and signature placeholders.
• admin/controls.md › Route Regions and Skip Reasons: Route Regions (name-only labels, not territories) and service Skip Reasons (system reasons Auto-Skipped, Prepay Upsell, Unspecified).
• admin/findings.md › Appointment checklists: field acknowledgements and customer signatures: Appointment Checklists shown to technicians in the mobile app with acknowledgement sections, signatures and approval by technician or customer.
• admin/findings.md › Custom schedules and custom appointment detail groups: Custom Schedules (month-by-month date or weekday rules for subscriptions and billing) and name-only custom appointment/unit detail groups.
• admin/findings.md › Mobile policies and en-route notifications: Mobile Sales and Service default policies, and the On My Way / Live Technician View notification with disabled controls of unknown cause; Competitors.
• admin/findings.md › Remaining Mobile dictionaries: diagrams, objections, preset notes, spray rigs: Diagram Markers and icon library, sales Objections, Preset Notes by property/note type, and Spray Rigs with license numbers.
• admin/findings.md › Email and form templates have distinct content and approval surfaces: Email Templates (HTML, placeholders) and Form Templates (approval, completion letter, signature placeholders).
• assessment.md › 6. Field execution, inspections and inventory: Field execution: condition templates (severity, responsible party, recommendation), equipment/barcodes/target areas, inventory and State Chemical formats, appointment checklists for mobile, mobile completion/scan gates, spray rigs, device exceptions.
• assessment.md › 14. Mobile and customer portal: Mobile and customer portal: mobile defaults/gates, checklist and bundle mobile settings, portal login, portal payment caps and access settings, portal link expiry, Contracts vs Forms signatures, On My Way / Live Technician View; nothing run as an end user.
• 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.
• customer-populated-controls.md › Appointments: Appointments tab and detail: two pending visits, scheduled-by, route link, subscription/stand-alone/reservice selector, completion info (tech, time on site, interior), print/follow-up/mail buttons.
• customer-populated-findings.md › Appointments retain attribution, subscription association and completion fields: Appointments keep who scheduled them, link to a subscription or stand-alone/reservice, and hold completion fields; pending visit shows no tech and no real time on site.
• customer-populated-findings.md › Fit implications and remaining evidence: Fit summary: evidence supports multiple subscriptions, separate billing/service cadence and payer; still missing linked properties/multi-unit, cross-customer responsibility, completion, payments allocation, signatures, permissions.
• customer-search.md › Service Appointment: Service Appointment filters: scheduled/created/skipped/due dates, skip and opt-out, staff attribution, auto-scheduled, paid, service balance, status, reminders, rating, target issues, stand-alone, flags, custom fields, notes, interior, images, checklist data.
• dashboard.md › Measurement metrics: area and length have separate units: Measurement metrics in square and linear feet (subscribed vs completed, with add-ons and inactive), including the LF help's SF wording error.
• domain-model.md › Dispatch and field service: Dispatch and field service: job pool, calendar, route templates/builder, visual grouping, intelligent routing, fill routes fee; conditions, target areas/issues, products, checklists.
• reporting/controls.md › 067-report-average-time-on-site — Average Time On Site By Tech: Observed controls for Average Time On Site By Tech (067): Compares how long each technician spends at a stop, grouped by technician and by the appointment's planned duration.
• reporting/controls.md › 075-report-customer-feedback — Customer Feedback: Observed controls for Customer Feedback (075): Lists customer service ratings for a date range, filtered by star rating (1 to 5 or all) and by whether the customer marked a favourite.
• reporting/controls.md › 101-report-tech-completion-notes — Tech Completion Notes: Observed controls for Tech Completion Notes (101): Lists the notes technicians write when completing a service, for a start/end date range, with Refresh and Export to CSV.
• reporting/controls.md › 102-report-tech-reservices — Tech Re-services: Observed controls for Tech Re-services (102): Ties re-service visits (call-backs) to the technician whose earlier service caused them.
• reporting/controls.md › 477-audit-employee-images — Audit: Employees with Images Saved: Observed controls for Audit check: Employees with images saved (477): One of the 19 data-quality checks in the Audit report, selected on its own: it lists employee images saved (the count unit reads 'Appointments', so the exact meaning is unclear).
• reporting/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.
• routing/controls.md › Print Options (520): Route sheet print options: styles, groups, service notifications, paper/email criteria, overbooked services, technicians.
• sources/official-manual-findings.md › Contracts vs Forms: Contracts vs Forms manual: forms lose auto service/pricing fields, signature reuse vs inline signatures, mobile image upload for Forms.
• user-management.md › Picture and employee signature (552): Picture tab and employee signature capture area; nothing uploaded or signed.