Initial Setup
This guide covers the first steps after your RoutePilot account is created: configuring your business settings, inviting your team, and creating your first technician.
Business Settings
After logging in for the first time, navigate to Settings from the top navigation.
Key things to configure:
- Business name — displayed on invoices and customer communications
- Phone number — used as the sender ID for SMS messages
- Service area — the counties or regions you operate in
- Time zone — ensures schedule times are correct for your location
Inviting Your Team
Office staff and dispatchers can be invited from Settings → Users.
| Role | What they can do |
|---|---|
| Owner | Full access to all features, billing, and settings |
| Admin | All operational features; cannot change billing or plan settings |
| Dispatcher | Manage schedules, dispatch board, customers, and jobs |
| Technician | Mobile app only; cannot access the office app |
To invite a user:
- Go to Settings → Users
- Click Invite User
- Enter their email address and select a role
- Click Send Invitation
They will receive an email with a link to set their password.
Creating Your First Technician
Technicians are created under Technicians in the main navigation.
- Click Add Technician
- Enter their name and contact information
- Set their weekly availability (the days and hours they typically work)
- Save the technician record
The technician will need to download the RoutePilot mobile app and log in with their credentials before they can receive route assignments.
Tip
You do not need to complete every field during initial setup. Name and contact information are enough to start dispatching. Add availability and other details as you learn the workflow.