FSM
Jobs
Schedule service appointments, assign technician work, and track each job from scheduled to completed.
Create Service Job
Service Workflow
- Create the customer first.
- Schedule the service job with date and window.
- Assign a technician.
- Move status through on the way, arrived, treating, completed.
- Completed reports can send customer completion texts and move into billing.
Record Chemical Usage
Inventory Link
- Pick the completed or in-progress job.
- Select the chemical/product used.
- Enter the amount used.
- The same amount is deducted from Inventory automatically.
- This history will feed treatment reports and invoices later.
Billing Queue
Completed Jobs Ready To Invoice
JOB-20260706185825
Brian Churchill
Mosquito Treatment - 2026-07-06
Generate Invoice From Job
Billing Handoff
- Record any chemical usage first.
- Enter the service price.
- Generate the invoice from the job.
- The job is marked completed automatically.
- The new open invoice appears in Accounts Receivable.
Route Board
Scheduled Jobs
| Job | Customer | Service | Route | Technician | Status | Actions |
|---|---|---|---|---|---|---|
| JOB-20260706191126 2026-07-06 | Brian Churchill 4703965321 | Mosquito Treatment | 0 ETA 9:00 p.m. | James Pirkle | needs follow up | |
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| JOB-20260706185825 2026-07-06 | Brian Churchill 4703965321 | Mosquito Treatment 9:00am to 10:00 am | 0 | completed | ||
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| JOB-20260706182505-51f9 2026-07-27 | Brian Churchill 4703965321 | Mosquito Treatment | 1 ETA 9:00 p.m. | completed | ||
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Complete Service Report
SMS Queue
Hi Brian, this is Mosquit Nope. Your technician noted that follow-up may be needed after today's Mosquito Treatment. We will review and contact you. Thank you!
Hi Brian, this is Mosquit Nope. Your technician noted that follow-up may be needed after today's Mosquito Treatment. We will review and contact you. Thank you!
Hi Brian, this is Mosquit Nope. Your Mosquito Treatment is being completed now. Thank you!
Hi Brian, this is Mosquit Nope. James Pirkle has arrived for your Mosquito Treatment. Thank you!
Hi Brian, your Mosquit Nope Mosquito Treatment is complete. Your service notes are available in your client portal. Thank you!
Hi Brian, this is Mosquit Nope. your technician is on the way for your Mosquito Treatment. ETA: soon Thank you!
Hi Brian, Mosquit Nope received your payment of $125.00 for invoice INV-20260706150456. Remaining balance: $0.00. Thank you!
Hi Brian, Mosquit Nope received your payment of $0.00 for invoice INV-20260706105825. Remaining balance: $0.00. Thank you!
Service Reports
Completed Treatment Notes
| Date | Job | Tech | Areas | Follow-Up |
|---|---|---|---|---|
| 2026-07-06 | JOB-20260706185825 | no | ||
| 2026-07-06 | JOB-20260706110143 | James Pirkle | no | |
| 2026-07-06 | JOB-20260706110143 | James Pirkle | no | |
| 2026-07-06 | JOB-20260706110043 | James Pirkle | no | |
| 2026-07-06 | JOB-20260706000330 | James Pirkle | no | |
| 2026-07-06 | JOB-20260706000330 | James Pirkle | no | |
| 2026-07-06 | JOB-20260706000330 | James Pirkle | yes |
Chemical Usage
Job Usage History
| Date | Job | Product | Quantity | Unit | Lot | Notes |
|---|---|---|---|---|---|---|
| 2026-07-06 | JOB-20260706000330 | Talstar P (Bifenthrin 7.9%) | 1.00 | 1 | ||
| 2026-07-05 | JOB-20260705213735 | Talstar P (Bifenthrin 7.9%) | 1.00 | oz | ||
| 2026-07-05 | JOB-20260705213735 | Talstar P (Bifenthrin 7.9%) | 0.00 | oz |