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Settings - Materials

Define the materials you apply during service

Written by Rosie O'hara

Summary

Build a list of the materials you use, based on the pests you target and your inventory. For each material, you record details — taken from the product label — that are used for reporting and tracking, and which some states require. The materials you define here appear on the mobile app when techs record usage, and you can choose up to 10 to display on pre-printed service tickets.

Key Points

  • Create a material for each product you apply

  • Record label details (EPA number, active ingredient, dilution rate, etc.)

  • Attach the Label and SDS so they post to the customer portal

  • Choose up to 10 materials to show on pre-printed tickets

Important note: Once a material-use record is tied to a material, you can no longer delete that material. You can hide it to prevent future use.


How to Get to Materials

From the top of the Navigation menu, click Settings (gear icon)

Under the heading Pest & Material Settings, click Materials


How to Create a Material

Click the New Material button in the upper right

Fill in the material details

Click the green Create Material button to save

Material fields

  • Material name — the product name

  • Material type — Chemical or Hard Good

  • EPA Number — from the label (some organic products, like Biozyme, are Exempt and have no EPA number)

  • Parent Material — link this to a parent product if it's a variation (for example, a specific dilution of a base material)

  • Default price for new sales

  • Active Ingredient — from the product label; required by some states

  • Active ingredient percent — from the product label; required by some states

  • Default dilution rate — used as the default when entering material on the mobile app

  • Default measurement — e.g., Fluid Ounce(s), Gallon(s), Pound(s)

  • Default application device type — e.g., Backpack Sprayer, Bait Gun, Hand Sprayer

  • Default application method — e.g., Crack & Crevice, Spot Treatment, Foam

  • Default target pests — the pests this material is used against

  • SDS Sheet and Label — upload both (posted to the customer portal)

  • Use LabelSDS — connect to the LabelSDS service to keep labels and SDS up to date automatically

  • Show on pre-printed tickets — display this material on pre-printed service tickets (up to 10 total)

Click the green Create Material button to save


Keeping labels and SDS current

LabelSDS is a service that automatically keeps all your labels and SDS documents up to date. You can contact them through the link for details.


For California businesses

Important note: If you perform pest control in California, add the appropriate material code for your Monthly Summary Use Report. See California Monthly Summary Use Report Codes and Rules for help applying the correct code.

Important note: Anytime you change something in Settings, your techs must Reload Data in the mobile app to see the change.


Need more help? Reach out to Fieldwork support, and we'll be happy to walk you through these settings.

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