Features

Six modules. One database.

Each module replaces a tool you're stitching together today, and they all share one database — so dispatch knows what jobs are open, jobs know what parts came off the truck, invoicing knows what the tech captured, and the P&L knows the real labor hours. That's the difference. Below: each module, in detail, with the actual screen you'll work in.

MODULE 01 — DISPATCH & ROUTING

The dispatch board your team will actually use.

Drag-and-drop dispatch with live tech locations. Tap a job to see the service history on that customer. Drag it to a different tech and the customer gets the text — no second tool, no manual SMS, no "I forgot to call them."

  • Live tech location on the board
  • Customer SMS on every reschedule, automatic
  • Today's route, optimized — Google Maps integration
  • Capacity planner — see next week before you're underwater
MODULE 02 — JOBS & WORK ORDERS

One thread per truck visit.

Inquiry, photos, parts pulled, time on site, customer signature, before-and-after. Everything that happens around a job lives on one thread. The next tech to roll up doesn't have to call the office to figure out what happened last time.

  • Photos, voice notes, signatures captured on the truck
  • Equipment-history tracking — every system, every visit
  • Parts pulled link automatically into job-cost
  • Customer-facing recap auto-built and sent
MODULE 03 — INVOICING & AR

Send the invoice from the truck.

The tech presses one button. The customer gets the invoice on their phone with a tap-to-pay link. Card on file, ACH, recurring memberships — all of it, all in routebook. AR aging that flags who's about to ghost you before you find out the hard way.

  • Tap-to-pay invoice link, sent on-site
  • Card on file, ACH, click-to-pay
  • Memberships and recurring billing
  • Interchange + 0.3% — no swipe markup
  • AR aging by customer, by job, by service type
MODULE 04 — CUSTOMER & PROPERTY

Every house, every system, every filter size.

Customer records aren't a list of names. They're the equipment, the service history, the filter sizes, the warranty status, the "they only let Mia in" notes. All of it tied to the address — because the address is the thing you're servicing, not the person on the contact line.

  • Property-centric — multiple systems per address
  • Equipment history — every visit, every part, every photo
  • Callback tracker that doesn't lie
  • Filter, model, serial, warranty all attached to the unit
MODULE 05 — INVENTORY & MATERIALS

Truck stock, warehouse stock, parts pulled.

Routebook tracks parts at the bin level — truck-by-truck, warehouse-by-warehouse. When a tech pulls a part on-site, it leaves the truck and lands on the job-cost. Low-stock alerts come 48 hours before you need the part, not the morning the customer's basement is flooded.

  • Per-truck inventory bins
  • Parts pulled flow into job-cost automatically
  • Low-stock alerts with reorder rules
  • Vendor receiving — bar-code or manual
MODULE 06 — JOB COSTING & P&L

The number you actually need
to run the business.

Margin per job. Margin per tech. Margin per truck. Real labor burden, real overhead. Job-cost P&L pulled from the same database the dispatcher and the tech are working in — not from a QuickBooks export at month-end. The number you're chasing is in routebook on Tuesday, not in Excel on the 18th.

  • Margin by job, tech, truck, service line
  • Real labor burden (not just hours × rate)
  • Overhead allocation by truck-day
  • QuickBooks Online two-way sync