Fieldwork tracks the materials you use for customer or government reporting. Follow these steps to help ensure your materials are properly entered so your reports will be accepted the first time you submit them. 

Go to Settings/Materials to add new materials or remove materials you don't plan to use. Note Once a material is used you cannot remove it from the system. 

Click the New Material button in the upper-right corner. Refer to the material label to enter the information. 

Be sure to enter the following information as that will be entered automatically in the mobile app for that material.

Note All this information can be found on the material label.

For more information about setting up materials, see Settings - Pest & Material.

Also see Auto-filling Material information in the mobile app

If your material is to be diluted with (usually) water, you'll need to enter the dilution rate so the material is properly reported. It is critical that all your technicians use the same dilution rate for any particular material. 

Go to Settings/Dilution Rates to add new dilution rates or remove ones you don't plan to use. Refer to the material label to enter the dilution rate. 

Many material labels offer a variety of dilution rates, such as 1 oz to 1 gallon, 5 oz to 5 gallons, etc. It doesn't matter which rate you enter, the system automatically adjusts the rate based on what you use. For example, if you chose a dilution rate of 1 oz to 1 gallon and you use only 1/2 gallon of water, the system will report 1/2 oz of chemical used.

For more information about setting up dilution rates, see Settings - Pest & Material.

The materials you use can be listed on the customer's Service Report. Go to Settings/Document Templates. From the Service Report tab you should see Materials in the stack of sections in the middle of the page. If it is not there, look to the right under Available Sections.

Click and drag the + Materials section to the stack of sections in the middle of the page. You can click and drag any section up and down the stack so it appears where you want it to in the printed Work Order.

For more information about configuring your document templates, see Settings - Document Templates.

Decide how the material information appears in the Work Order. The report can show just the name, just the active ingredient, or both. Some states require that you include both. Go to Settings/Work Orders and scroll to the bottom of the page to make your selection.

Any time you make an addition or a change to a setting in the browser the technicians must reload data to see that information. Follow these steps to reload data.

For more information about reloading data, see Mobile app does not show updated information.

In the mobile app, tap + Add next to Material Use to add a material.

The list of materials appears. Tap the material you're going to use. 

If you added the five details for this material as explained earlier, you will see they automatically populate the fields and all the tech has to do is enter the quantity. 

For more information about adding materials in the mobile app, see Mobile app - Material use.

Once the Work Order is complete you can view the entry by opening the Work Order and clicking the Material usage tab. Materials can be added either in the mobile app or by clicking the New material button in the browser's Work Order. 

To see how it will appear in the PDF file the customer receives, click the Print button in the upper-right corner of the Work Order. 

Note Adding a material in the Billing tab does not add that material to any report. The example below should only be used to charge a customer for a material. The material itself still needs to be added to the Material usage tab.

Some customers will want to see the materials that have been used on their property. This is especially true of commercial accounts. Go into the customer's account, click the View button to the right of the location. Click the Create a new... button and select Material Use Statement. 

Filter the date range and optionally filter Branch, Material or Route.

To print this as a PDF for the customer, click the Export button in the upper right and select Print Report. There you can either print it to your printer or save it locally as a PDF file and attach it in an email to the customer.

To see the material usage for a period of time, go to Reports > Material Use Report. This report shows all the material used for all customers. The default date range is monthly, but you can change it to suit your needs. You can also filter Branch, Material, Route or Customer Name.

If you do work within California you must report your material usage to the state by the 10th of the following month. (By August 10 you must report July's usage, for example.)

Go to Reports > California Material Report, select the month to report and click the Generate Report button.  A PDF file will be generated for you to email to the state.  A couple of things to note:

The county must be spelled exactly the same for each customer's location within that county. For example, if one customer's county is LA and another is Los Angeles, the report will generate on separate pages for the spelling differences. The state does not like that.

The material dilution rates must be the same for each material entry. For example, if Advion Ant Gel has dilution rate of None for one entry and 0.0 for another, the report will generate two lines for the material. The state does not like that.

Note Many materials are entered as a metric measurement (grams, for example). However, the California report doesn't accept metric measurements so we do the conversion for you to pounds, ounces, pints, quarts or gallons. 

For more information about duplicate entries in the California report, see California Material Report shows duplicate lines for same material.

Each year on February 1 those doing work within New York state must report the previous year's material usage to the New York State Department of Environmental Conservation. Go to Reports > NYSDEC and select the year to report. 

FYI We have personally spoken with the powers that be at Cornell University and they confirm that our report is within the state's compliance and that it meets their requirements.

Note The state will reject your report for any of the following reasons:
​Materials

Customer Accounts

For more information about troubleshooting this report, see Counting down the days to your NYSDEC Report submission.

Also see NYSDEC Record Keeping Information