--- title: "Chemical compliance and recordkeeping" slug: "chemical-compliance-and-recordkeeping" description: "See how Chemical Tracking turns each job into a complete chemical application record, from what’s captured automatically to what shows up on invoices and report" tags: ["Trade - Property Care", "Role - All users"] updated: 2026-11-11T07:45:24Z published: 2026-11-11T07:45:24Z canonical: "help.servicetitan.com/chemical-compliance-and-recordkeeping" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Chemical compliance and recordkeeping ## Overview Pest control, lawn, and pool/spa businesses are legally required to document every chemical application: what was applied, how much, where, and under what conditions. Chemical Tracking builds that recordkeeping into the Job your technicians are already doing, so there's no separate form or paper log. This article shows where each part of that record comes from. You'll see what ServiceTitan captures automatically, what your team sets up or enters, and where the record shows up afterward. --- ### #### Who uses this feature - Administrators, office employees, and technicians - Applies to Pest, Lawn, and Pool & Spa business types #### Feature configuration - Chemical Tracking is rolling out to a limited number of accounts and is subject to change. - Account configuration is required. Contact Technical Support or your Customer Success Manager to learn more. ## What Chemical Tracking logs for you Each application record is built from three sources: Details ServiceTitan adds on its own, details your technician enters in the Field Mobile App, and details your office sets up once in the Pricebook. | **Detail** | **Where it comes from** | | --- | --- | | Applicator name, license number, and application time | Recorded automatically from the first technician to arrive at the job. Technicians can't edit these in the Field Mobile App. | | Application location | Recorded automatically with the application. | | Chemical used | The technician selects it from your Pricebook. | | Solution applied, solution unit of measure, and dilution | The technician enters them. | | **Detail** | **Where it comes from** | | --- | --- | | Chemical quantity | Calculated automatically as Solution Applied × Dilution. Technicians can't edit it. | | Application method, target pest, and area treated | The technician selects from options your office sets up on the product family. | | Lot | The technician selects it, if the chemical was received into a lot through the Purchasing module. | | EPA number and active ingredients | Your office enters them on the chemical material in the Pricebook. | ## Set up the fields your business needs Your office sets this up once in the Pricebook, and it applies every time that chemical is used on a job. For the full steps, see [Set up Chemical Tracking in the Pricebook](/docs/chemical-compliance-and-recordkeeping#). 1. [Create Templates](/v1/docs/set-up-chemical-tracking-in-the-pricebook#step-1-add-the-products-applied-component-to-your-invoice-template1) (**Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/va--configure-your-voice-agent-settings-in-servicetitan-2-image-4rfvs618.png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) **> Document Templates** > **Create Template**). 1. From the template, drag **Products Applied** into the template design, then **Save and Publish.** - Make sure that template is set as the default for its type, or invoices will use the standard ServiceTitan layout and your logged chemicals won't appear. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(528).png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D)![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(530).png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) 2. [Create or import a chemical Product Type](/v1/docs/set-up-chemical-tracking-in-the-pricebook#step-2-create-a-chemical-product-type) (**Pricebook** > **Product Types**). 1. ServiceTitan automatically adds four required attributes: - Dilution - Lot Number - Solution Applied - Solution Unit of Measure![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(522).png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) > [!NOTE] > **Note**: The four required attributes (Dilution, Lot Number, Solution Applied, and Solution Unit of Measure) are locked on for every chemical product family. You can't disable them. > [!NOTE] > **Note**: Importing a product type always creates a new one. It never updates or overwrites an existing product type, even if the names match. 3. [Connect chemical materials](/v1/docs/set-up-chemical-tracking-in-the-pricebook#step-3-link-a-chemical-material-to-a-product-type) your business stocks and apply it to the product type and family you set up. 1. Go to **Pricebook** > **Materials.** 2. From the material: - Add the **Product Type**, **Product Family**, and **Unit of Measure**. - Check the **Chemical** box - Add the **EPA Number** and **Active ingredient(s)**. ## What happens at job closeout Chemical Tracking checks required fields when the job closes, so incomplete entries get caught before they become a compliance gap. Technicians can't close out a job until every chemical they logged has its required fields filled in. To learn more, see [Log a chemical application in the ServiceTitan Field Mobile App](/v1/docs/log-a-chemical-application-in-the-servicetitan-field-mobile-app). ## Where the record shows up Key application details carry onto the documents you send your customers, and every completed job also generates a Chemical Application Report: - **Invoices.** Add the Products Applied component to your Invoice template to pull logged chemicals onto the Invoice. 1. Create the template (**Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/va--configure-your-voice-agent-settings-in-servicetitan-2-image-4rfvs618.png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) > **Document Templates** > **Create Template**). 2. Attach the template the invoice (Go to the Invoice > Click **Update invoice details** > Update the **Default Print Template** field > Click **Save**). - You can view how it looks from the invoice, by clicking **Print**.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(533).png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) - **Work orders.** If your customer's invoice goes to someone who isn't on site, you can also add **Products Applied** to a work order template. - To set up a Work Order template, go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/va--configure-your-voice-agent-settings-in-servicetitan-2-image-4rfvs618.png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) **> Document Templates** > **Create Template**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(525).png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(527).png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) - **Chemical Application Report** (**Reports** ![A simple icon in the shape of a square with a line chart inside of it.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-reports-inactive.png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) > **Chemical Application Report**)**.** This report pulls together everything your technicians logged for a job (product, quantities, dilution, and lot) in one place. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(534).png?sv=2026-02-06&spr=https&st=2026-11-12T03%3A51%3A40Z&se=2026-11-12T04%3A51%3A40Z&sr=c&sp=r&sig=JNNhj1cxfZwakFgUCEBClSIxDrPl2%2BErDv85tK21oIY%3D) --- ## Want to learn more? - See [Chemical Tracking Overview](/v1/docs/chemical-tracking-overview). - See [Set up Chemical Tracking in the Pricebook](/v1/docs/set-up-chemical-tracking-in-the-pricebook). - See [Log a chemical application in the ServiceTitan Field Mobile App](/v1/docs/log-a-chemical-application-in-the-servicetitan-field-mobile-app). The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field. **What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments. **Also called:** Field app, Tech app **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ## Related - [Chemical Tracking Overview](/chemical-tracking-overview.md)