Documentation

Field Routes Integration Setup

Complete guide to connecting your Field Routes account

Connect PestBooker to Field Routes (PestRoutes) to automatically sync new bookings directly into your dispatch system. When a customer books online, their information, service details, and appointment are created in Field Routes instantly - no manual data entry required. This integration saves hours of administrative work and eliminates booking errors.

Requirements

Active Field Routes (PestRoutes) subscription with API access enabled
Field Routes login credentials (admin or manager access)
Admin or Manager role in your PestBooker organization
About 10-15 minutes to complete setup

Overview

┌──────────────┐     ┌──────────────┐     ┌──────────────┐     ┌──────────────┐
│  Get API     │     │  Enter in    │     │  Select      │     │  Test        │
│  Credentials │ ──▶ │  PestBooker  │ ──▶ │  Source ID   │ ──▶ │  Booking     │
│  from FR     │     │  Settings    │     │  (Required)  │     │  Verify Sync │
└──────────────┘     └──────────────┘     └──────────────┘     └──────────────┘

Find Your Field Routes API Credentials

Log in to Field Routes at https://[yourcompany].pestroutes.com (replace [yourcompany] with your subdomain)
Note your subdomain - this is the part before '.pestroutes.com' (e.g., 'acmepest' if you log in at acmepest.pestroutes.com)
Contact Field Routes support or your account manager to request API access credentials
You'll need three credentials: Authentication Token, Authentication Key, and your API Subdomain
Keep these credentials secure - treat them like passwords

Enter Credentials in PestBooker

In PestBooker, go to Dashboard → Settings → Integration
Scroll to the 'Field Routes API Credentials' section (blue background)
In the 'Authentication Token' field, paste your Field Routes auth token
In the 'Authentication Key' field, paste your Field Routes auth key
In the 'API Subdomain' field, enter just your subdomain (e.g., 'acmepest' - not the full URL)
Click 'Save Changes' at the bottom of the page
You'll see green checkmarks (✓ Configured) next to each field when saved successfully

Select Your Source ID (Required)

After saving credentials, the Source ID dropdown will populate automatically
Source IDs track where leads come from in Field Routes (website, referral, advertisement, etc.)
Choose the source that represents 'Online Booking' or 'Website' - this tracks all web bookings
If you don't see your sources, click the refresh button next to the dropdown
This field is REQUIRED - bookings won't sync without a Source ID selected
Click 'Save Changes' after selecting your source

Select Sales Employee (Recommended)

After saving credentials, the Sales Employee dropdown will populate with your team members
This determines who gets credit for online bookings in Field Routes
Choose the employee who should receive commission and attribution for web bookings
This affects sales reports, commission tracking, and the 'Sold By' field in Field Routes
If you don't select one, bookings will sync but won't have a salesperson assigned
You can change this later if your commission structure changes

Test Your Connection

Make a test booking on your booking page (get your link from Dashboard → Settings → Booker)
Fill out the booking form completely and submit it
Wait 1-2 minutes for the sync to complete
Log in to Field Routes and check for the new customer/appointment
Verify all data transferred correctly: customer name, phone, email, service type, appointment date/time
If the booking doesn't appear, check the Troubleshooting section below

Pro Tips

• New bookings sync to Field Routes within 60-90 seconds automatically
• The integration creates both the customer record AND the appointment in one step
• Make sure your Source ID is selected - this is the most common setup mistake
• Your API credentials are stored securely and encrypted - they're never exposed to customers
• If you change your Field Routes password, your API credentials stay the same
• Test with a fake customer first (use your own email) to verify everything works

Need Help with Setup?

Schedule a call and we'll walk you through any integration or setup process.

Schedule Setup Help