While field technicians typically complete stops on their mobile devices, administrators occasionally need to log service completions directly from the desktop interface.


The Complete Services action button on the customer Services tab allows office staff to manually mark one or more scheduled or pending services as completed. This function updates property records, logs chemical application data, generates corresponding invoices, and advances recurring service program schedules.



Key Functions & Features

When you use Complete Services, the system executes the following operational steps:

  • Record Migration: Moves selected items from the active Services schedule to the Completed Services tab.
  • Chemical Tracking & Reporting: Prompts for regulatory and compliance details (e.g., application rate, target pests/weeds, products used, and weather metrics).
  • Invoice Generation: Triggers billing based on your account's invoicing preferences, queueing or generating an invoice under the Invoices tab.
  • Program Scheduling: Advances recurring multi-round treatment programs to calculate and queue the next scheduled application.


Step-by-Step Instructions


Step 1: Locate the Customer's Services Tab

  1. Search for and select the target customer profile.
  2. Click on the Services tab located on the primary navigation menu.


Step 2: Select the Service(s)

  1. Locate the scheduled service(s) in the table below the action toolbar.
  2. Select the checkbox adjacent to each service item you wish to mark complete.


Step 3: Trigger Service Completion

  1. Click the light-green Complete Services button located in the ACTIONS toolbar.
  2. A pop-up modal will appear requesting completion parameters.


Step 4: Fill Out Completion Details

In the Complete Services modal, enter the relevant job details:


  • Completion Date: Select or enter the date the service was performed using the date picker.
  • Start Time & End Time: Input the precise times the technician arrived and completed the application.
  • Wind Speed & Wind Direction: Enter the wind speed (in mph) and select the wind direction from the dropdown to ensure spray/drift compliance.
  • Temperature (°F): Enter the ambient air temperature in degrees Fahrenheit at the time of application.
  • Technician: Select the assigned technician who completed the service from the dropdown list.



If the Require Technician Customer Notes option is enabled you will have the option to skip entering this information.



Step 5: Save & Finalize

After clicking Continue in the initial details window, complete the follow-up screen options:

  1. Select Additional Completion Steps:
    • RUN Autopay: Check this box to immediately process automatic customer payments (autopay/autocharge) for the completed service(s).
    • Send completion notifications: Check this box to trigger automated completion emails or SMS messages to the customer.
  2. Log Mixture & Product Usage:
    • Under How much mixture was used?, specify the chemical/product applied for the service.
    • Click + Add product to record additional chemicals or mix quantities as needed.
  3. Expand Additional Compliance Details (Optional):
    • Click the Additional Compliance Details dropdown to input any required state or regulatory information not captured on the previous screen.
  4. Finalize Completion:
    • Click the green Mark Service Complete button in the bottom-right corner.
    • The record will now migrate to the Completed Services tab, and any selected billing or notification actions will immediately execute.



Bulk Completion of Services from the Scheduled Routes Page


The Scheduled Routes page allows you to mark multiple services complete across different customers or routes simultaneously. 


Step-by-Step Instructions


Step 1: Access the Scheduled Routes Page

  1. Navigate to the Scheduled Routes tab from the primary navigation menu.


Step 2: Select the Service(s)

  1. Select the checkbox adjacent to each service item you wish to complete, or use the Select All header checkbox to select all filtered items at once.


Step 3: Trigger Service Completion

  1. Click the light-green Complete Services button in the top ACTIONS toolbar.
  2. A pop-up modal will appear to capture completion parameters for all selected records.


Step 4: Enter Shared Job & Compliance Details

In the Complete Services modal, enter the relevant details that will apply to all selected jobs:

  • Completion Date: Set or confirm the date the services were performed using the date picker.
  • Start Time & End Time: Input the application start and end times.
  • Wind Speed & Wind Direction: Enter the wind speed (in mph) and select the wind direction from the dropdown to record weather compliance.
  • Temperature (°F): Enter the ambient air temperature at the time of application.
  • Technician: Select the primary technician who performed the batch of services.

Note: If the Require Technician Customer Notes option is enabled for your account, you can skip entering individual technician notes during a bulk process.


Step 5: Configure Post-Completion Actions & Chemical Usage

Click Continue to proceed to the finalize screen:

  1. Automation & Payment Options:
    • RUN Autopay: Check this box to automatically charge stored payment methods for all applicable non-prepay services.
    • Send completion notifications: Check this box to trigger automated completion emails or SMS alerts to all selected customers.
  2. Log Chemical & Product Usage:
    • Under How much mixture was used?, select the chemical/product applied and specify total mixture amounts.
    • Click + Add product to log additional products or tank-mix details across the batch.
  3. Additional Compliance Details (Optional):
    • Expand the dropdown if you need to attach specific regulatory or state tracking details to all selected jobs.


Step 6: Finalize & Process

  1. Click the green Mark Service Complete button in the bottom-right corner.
  2. The selected records will migrate to the Completed Services tab, and any automated billing or customer notifications will execute immediately.


Best Practices & Common Use Cases

  • Paper Work Orders: Use this workflow when processing physical paper route sheets submitted by applicators at the end of the day.
  • Connectivity / Technical Overrides: Utilize desktop completion if a technician experienced network drops, battery loss, or device failure in the field.
  • Compliance Accuracy: Ensure accurate product quantities and chemical application rates are entered into the modal to maintain compliance with local and state regulatory reporting standards.