Skip to main content

Settings - Termite Recommendations

Create standard recommendations techs can add to termite inspection reports

Written by Rosie O'hara

Summary

A Termite Recommendation is a reusable, standardized suggestion that a tech can add to an inspection report — typically a treatment, repair, or corrective action tied to what was found. Each one pairs a short Code with the full Text of the recommendation and an optional Price, so techs can build consistent reports and estimates in the field without retyping. This keeps your recommendation language uniform and your pricing accurate across every termite job.

Key Points

  • Each entry has a Code (shorthand), Text (the full recommendation), and a Price

  • Techs add these to termite inspection reports on the mobile app

  • Standard wording and set pricing keep reports consistent and estimates accurate


How to Get to Termite Recommendations

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

  2. Under the Termite section, click on Termite Recommendations


How to Create a Termite Recommendation

Click the New Termite Recommendation button in the upper right, then fill in the fields:

  1. Code — the short, shorthand techs will select (keep it brief and easy to remember).

  2. Text — the full recommendation wording, exactly as it should read on the report.

  3. Price — the standard price for this recommendation, used when it's added to an estimate. Leave blank if it isn't a priced item.

  4. Click the green Create button to save.


Tips for Setting Up Termite Recommendations

  • Pair recommendations with your findings — for the most common findings (live activity, conducive conditions), have a ready recommendation that addresses it.

  • Write the text as it should read to clients — termite reports often support real estate transactions, so precise, consistent wording matters.

  • Keep prices current. Since this Price flows into estimates, review it whenever your pricing changes.

Examples

Common termite recommendations include:

  • Full subterranean termite treatment (liquid barrier)

  • Bait station installation and monitoring

  • Localized / spot treatment

  • Repair of termite-damaged wood

  • Correct moisture / conducive conditions

  • Annual renewal/warranty inspection

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.

Did this answer your question?