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.

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.

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.

1. Create Templates (Settings > 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.

        

2. Create or import a chemical Product Type (Pricebook > Product Types).

   1. ServiceTitan automatically adds four required attributes:

      • Dilution

      • Lot Number

      • Solution Applied

      • Solution Unit of Measure

        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: 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 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.

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 > 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.

• 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 > Document Templates > Create Template.

    

    

• Chemical Application Report (Reports > Chemical Application Report). This report pulls together everything your technicians logged for a job (product, quantities, dilution, and lot) in one place.

  

Want to learn more?

• See Chemical Tracking Overview.

• See Set up Chemical Tracking in the Pricebook.

• See Log a chemical application in the ServiceTitan Field Mobile App.