Documentation
Guides for operators, dispatchers, and technicians. Find answers on scheduling, dispatch, mobile workflows, billing, and more.
Getting Started
- OverviewLearn what RoutePilot does and how it helps your service business.
- Initial SetupConfigure your account, invite your team, and prepare for your first route.
- Creating Your First CustomerAdd your first customer record with contact info and service location.
- Creating Your First JobCreate a job, assign it to a technician, and dispatch your first route.
Office Operations
- Scheduling JobsSchedule one-time and recurring jobs for your customers.
- Dispatching TechniciansUse the dispatch board to assign and manage technician routes.
- Route OptimizationAutomatically order stops to minimize drive time for each technician.
- Customer CommunicationsSend job confirmations and follow-ups via SMS and email.
Technician Mobile
- Viewing Assigned StopsSee your assigned stops for the day on the technician mobile app.
- Updating Job StatusMark stops as arrived, in progress, and complete from the mobile app.
- Uploading PhotosCapture and attach photos to jobs directly from the mobile app.
- Capturing SignaturesCapture customer signatures on-site to confirm completed work.
- Offline UsageWork without cell service and sync automatically when you reconnect.
Business Operations
- EstimatesCreate and send estimates for customer approval before starting work.
- Work OrdersManage work orders from creation through completion and invoicing.
- InvoicesGenerate invoices from completed work orders and send them to customers.
- PaymentsCollect payment on-site or via payment links sent to customers.
Tracking & GPS
Troubleshooting
- Sync IssuesResolve issues when mobile data isn't syncing to the office view.
- Offline ProblemsFix problems that occur when the app is used without internet access.
- GPS DelaysAddress delays or inaccuracies in GPS location updates.
- Login ProblemsResolve issues signing into RoutePilot including MFA and locked accounts.