Route Fit

Where the card lives on the web

Go to Leads and click a lead to open its page. The ROUTE FIT card sits directly under the lead's details, with the service address next to the heading. It appears on any lead that isn't already Converted or Archived, and needs the "View website leads" permission.

The card is where the lead's converting buttons now live. The lead page header keeps the lifecycle actions — Edit, Mark Contacted, Schedule Walkthrough, Mark Converted, and Archive/Restore — while the Route Fit card carries Convert & Schedule and Adjust. The ⋮ menu on each row of the Leads table still has the older Convert to Customer action, which opens the full customer form.

Step 1 — pick a route option

The card ranks up to three of your existing routes by how little driving the new stop adds, counting minutes past the technician's workday like extra driving. The top option is selected for you so there's something to price against; click any other row to switch to it. Each row reads like this:

• Tuesday · Corey Adams — the route's day and the technician assigned to it (or · Unassigned when no one is).
• ~+1.8 mi over ~+9 min drive, right-aligned on the row — the extra miles and extra driving minutes inserting this stop adds to that day, in their own column so the options compare at a glance. Time on site is priced separately, so it isn't counted twice here.
• A detail line with the route's stop count, how long the day runs with this stop added ("day runs ~6h 40m"), and where the stop would slot in — between Henderson and Blake, first stop, before Henderson, last stop, after Blake, or first stop of the day. Hovering a row shows the route's name.
• An amber ⚠ 25 min past the workday chip when the day would run past that technician's scheduled hours. It's a warning, not a block — you can still choose that option.

Switching options re-derives the price below, because the added drive time and miles are part of what the visit costs you. That coupling is the point: the route you choose and the rate you quote are the same decision.

Placing a stop is a route edit, so the options only show for users with the "Edit routes" permission. Without it the card says "Route options are hidden because you don't have permission to edit routes. The suggested rate below still applies." and the rate section still works.

Step 2 — read the suggested rate

Under the options, SUGGESTED RATE shows what to charge per visit for the option you picked, plus the monthly equivalent — e.g. "$58 per visit · $251.33/mo at weekly (4.33 visits)". The dropdown on the right of that heading sets the cadence: Weekly (the default), Bi-weekly, Monthly, Quarterly, Semi-annually, Annually. Route Fit does not guess the frequency from the lead's message — you set it. When you have maintenance job templates, a Priced as selector sits above the price (defaulting to your first template, the same one Convert & Schedule preselects): the visit is priced with your observed median time across the visits you've actually completed on that kind of service when you have history for it (the math row says so), falling back to the minutes set on it until you do — and Convert & Schedule preselects the same one, so what you create matches the visit you priced. Pick No template to price from your observed averages instead.

Every number in the derivation is listed with where it came from, so you can defend the price (or fix the input behind it):

• The suggestion is break-even divided by (1 − your target margin), then rounded up to the next whole dollar ending in 0, 5, 8, or 9 — quote-shaped numbers like $58 or $65 instead of $57.43. It never rounds down, so rounding can't eat the margin you asked for.
• If you've set a minimum visit rate and the math lands under it, the card says "Raised to your $65.00 minimum visit rate."
• When some inputs are still fallbacks, a blue note lists them: "Estimated — these still use fallbacks: time on site, vehicle cost per mile, chemical costs. Fill them in and the number gets sharper."

Set your target margin and price floor

The markup Route Fit aims for lives on the Settings page (your account menu in the top right → Settings), in the Pricing card:

• Target margin (%) — gross margin on a visit as a share of the price. A $40 break-even at 50% suggests $80. Defaults to 50%; allowed range 0–99.
• Minimum visit rate ($) — optional floor. A suggestion never comes back under this, however close the stop is. Leave it blank for no floor.

Click Save pricing settings and the next suggestion uses them — on the phone as well as the web, since both cards read the same settings. Editing them is web-only; there is no Pricing card in the mobile app, and pay rates are set on your team members in the web dashboard too. Everything else the rate is built from is reused from where it already lives — wages and payroll burden from Payroll, cost per mile from Vehicles, on-site minutes and chemical costs from your completed visits — so there is deliberately no second cost model to keep in sync. See Profitability analytics for those inputs.

Step 3 — Convert & Schedule

Convert & Schedule opens one prefilled dialog — "Creates the customer, service location, job, and route stop in one step" — with four sections. Review, edit anything, and confirm once:

1. 1Customer — First name, Last name, Phone, Email, Notes. Notes come prefilled with the lead's message, "Requested service: …", and "Source: …". A first name plus either a phone or an email is required.
2. 2Service location — the lead's confirmed address, or its free-text address matched for you. If it isn't pinned to a map location yet you'll see "Not pinned to a map location yet — you'll pick the matching address when you confirm", and confirming shows the address picker first. Nothing is written without coordinates.
3. 3Job — Maintenance template (or "No template"), Job name, Frequency, and the rate. For a per-visit template the field is Rate per visit, prefilled from the card's suggestion ("Prefilled from the Route Fit suggestion"). For a template that bills a flat monthly rate the field becomes Monthly rate and prefills the card's monthly figure instead — "This template bills a flat monthly rate — prefilled from the Route Fit monthly figure." — so the job bills the right amount per month, not the per-visit number. Type over it with whatever you actually quoted.
4. 4Route — the option you picked, shown as "Tuesday · Corey Adams" with its position ("stop #7, between Henderson and Blake"), plus a First visit date. Weekly jobs simply start on the next matching day; other cadences let you pick the first visit, which sets the anchor for the schedule.

Confirming creates all of it at once and lands you on the new customer with a toast like "Added to Tuesday · Corey Adams, first visit Sep 1". The lead moves to Converted and links to the customer. If the route changed while you were looking at the card, the stop lands in the closest open position and the toast tells you so.

• With no route option selected (or none available), the button reads just Convert and creates the customer, service location, and job — add the stop from the Route Builder later.
• Converting the same lead twice is refused ("This lead has already been converted to a customer") so you never end up with two customer records for one person.
• The button needs the "Create customers", "Create service locations", "Create jobs", and "Manage website leads" permissions, plus "Edit routes" when a route stop is included.

The other buttons

• Adjust — the older manual path, next to Convert & Schedule on the card. It opens the full Add Customer form with the lead prefilled, for anything the one-screen dialog can't express (multiple locations, tags, company billing details). Saving there marks the lead Converted, but it does not create the job or the route stop.
• Schedule Walkthrough — not on the Route Fit card. It sits in the lead page header with the other lifecycle actions (between Mark Contacted and Mark Converted) and opens the Schedule Quote Walkthrough page: pick a technician and a date, and the walkthrough lands on that day's route as an unplanned stop. Full steps in Leads. Route Fit does not yet rank walkthrough slots for you.

Route Fit on the phone

Route Fit is in the technician mobile app too, with the same queries, the same numbers, and the same "show the math or don't show the number" rule — just laid out for a thumb. Open the Route tab → the actions list → under Sales tap Leads → tap a lead. The ROUTE FIT card sits under the lead's contact details with the address beside the heading, on any lead that isn't Converted or Archived. It needs the "View website leads" and "Manage website leads" permissions and an internet connection; on older technician permission sets without lead access the lead page falls back to its plain Convert to Customer button.

• Route options — up to three tappable rows, ranked the same way: "Tuesday · Corey Adams", "~+1.8 mi / ~+9 min drive", a sub-line with the route name, its stop count and how long the day runs, then where the stop slots in ("between Henderson and Blake"). An amber 25 min past the workday pill flags a day that would run long. Tapping a different row re-prices the visit, exactly as on the web.
• Suggested Rate — the headline number ("$58.00 per visit", plus the monthly equivalent), a row of frequency chips — Weekly, Bi-weekly, Monthly, Quarterly, Semi-annually, Annually — and a See the math / Hide the math toggle that opens the same rows as the web: Time on site, Added drive time, Labor, Drive cost, Chemicals, and Break-even, each with the source it came from.
• Buttons — Convert & Schedule and Adjust in full form (the older Add Customer form with the lead prefilled; it does not create the job or the route stop). Schedule Walkthrough is in the lead page's quick actions below the card, with Mark Contacted and Mark Converted.

The same "can't answer yet" states show up on the phone: "Fix address to see route fit" (with the address search right there), "No routes to compare yet", and the blue "Estimated — these still use fallbacks: …" note. With no pay rates on file the phone shows the same assumed-labor note as the web ("Labor is assumed at $25.00/hr — nobody on the team has a pay rate yet."), but adjusting the assumption is web-only — the note points you to the web lead page or to setting real pay rates. Without the "Edit routes" permission the options are hidden and the suggested rate still shows.

Starting a lead in the field: the New Lead action

Someone flags you down at a house and wants a price. On the Route tab's actions list, the Sales group leads with New Lead — "New business? Start here — see route fit and pricing" — and one tap opens the Add Lead form. (The Leads row below it still opens the pipeline for browsing and following up, and the + button on that list opens the same Add Lead form.)

1. 1Fill in First Name (required) and a phone or an email — "Add at least one way to reach them — phone or email."
2. 2Tap the Address button ("Search for an address") to open the full-screen address search, then either type three or more characters and pick the matching suggestion, or tap Use my current location to capture where you are standing.
3. 3Add a Source, Service Needed, and Notes if you have them, then tap Create Lead.
4. 4You land straight on the new lead's page. If the address was picked (or confirmed from your location), Route Fit is already populated — options, rate, and Convert & Schedule, no second screen needed.

The address search screen

Everywhere the mobile app asks for an address — Add Lead, Add New Customer, service locations, work orders, Convert & Schedule — the field is a button, not a text box. It reads Search for an address when empty, and once an address is committed it shows the street on the first line, "City, ST ZIP" on the second, and an ✕ to clear it. Tapping the button opens a full-screen search that owns the keyboard, so nothing shifts around under your thumb.

• Before you type — Use my current location ("You'll confirm the pin on a map"), a Recent section with the last five addresses you picked (tap one and it commits immediately), and Enter address manually ("New builds, gate codes, rural routes"), which is always the last row.
• As you type — suggestions start at three characters, with the part that matched what you typed in bold. Picking an exact street address commits it and returns you to the form in one tap.
• Nothing matched — Enter address manually jumps to the top of the list, under "No matches for …. Check the spelling, or enter it by hand."

Use my current location

Tapping Use my current location shows Finding you…, then opens the Confirm the address map screen. There is a fixed pin in the centre and the hint "Move the map to adjust the pin" — you drag the map under the pin until it sits on the right house, and the address underneath re-reads itself as you move. Add an Apt / Suite (Optional) if there is one, then tap Use this address. Nothing is saved from GPS without that confirmation.

• The same map confirmation appears when a suggestion is only a street or a town rather than a house — the pin landed somewhere down the block, so you place it yourself.
• If no street address comes back the card reads Dropped pin with the coordinates, and the pin is still saved — enough for Route Fit to work; the written address is only for humans to read.
• "Location permission needed" — allow location access to drop a pin where you are, or type the address instead. If you have already denied it for good, the row reads "Location is off — open Settings to turn it on" and tapping it opens Settings.
• "Location unavailable" — the phone couldn't get a fix. Try again in a moment, or type the address.

Entering an address by hand

Enter address manually opens an Enter address form — Street address, Apt / Suite (Optional), City, State, ZIP, then Use this address. Whatever you had typed in the search box is carried over as the street line, so it is never a dead end. The app still tries to place it on the map behind the scenes; if it can't, the address saves as written and the form button carries the amber "Not pinned on the map — tap to confirm" note, which is your cue that Route Fit and the map have nothing to measure from yet.

Which form for a new person: lead or customer?

Both intake paths are in the actions list, and they are for different people. Under Sales, New Lead is for someone who hasn't bought yet — that's the one that unlocks Route Fit. Under Create, the Customer card now says "Add an existing customer you already service". On the Add Customer screens a dismissible hint asks "New prospect who hasn't signed up yet?" with a link, "Add as a lead to see which route fits and what to charge". It only shows to people who can work leads, and tapping the × dismisses it for good; it never blocks the customer form.

Convert & Schedule on mobile

Tapping Convert & Schedule opens a full screen with the same four sections as the web dialog, prefilled top to bottom: "Creates the customer, service location, job, and route stop in one step."

1. 1Customer — First name (required), Last name, Phone, Email, Notes (prefilled with the lead's message and "Requested service: …"). A first name plus a phone or an email is required.
2. 2Service location — the lead's pinned address, or the address search to confirm one. Until it's pinned you'll see "Not pinned to a map location yet — pick the matching address to enable Convert" and the button stays disabled. There's also an optional Location notes box for gate codes and dogs.
3. 3Job — Maintenance template chips (including "No template"), Job name, Frequency chips, and the rate — Rate per visit ("Prefilled from the Route Fit suggestion.") for per-visit templates, or Monthly rate prefilled with the card's monthly figure when the template bills a flat monthly rate. Type over it with whatever you actually quoted.
4. 4Route — the option you picked, with its position on the day. Change route expands the other options; First visit either explains that weekly stops start on the next matching day, or offers the next four dates to anchor a longer cadence.

Confirming shows "Added to Tuesday · Corey Adams, first visit Sep 1" with Back to leads and View customer. If the route changed while you were looking, it says so ("the stop landed in the closest open position"). With no route selected — or without the "Edit routes" permission — the button reads just Convert and creates the customer, service location, and job.

When the card can't answer yet

Route Fit never goes silently blank — it says what's missing:

• "Fix address to see route fit" — the lead's address was never matched to a map location, so there's nothing to measure your routes against. Type the address, click Find address, and pick the match; the options appear immediately ("Address pinned — checking route fit"). Needs "Manage website leads"; without it the card says to ask someone who can edit leads.
• "No routes to compare yet" — a brand-new account with no routes built. The suggested rate still works, and Go to Routes takes you to build one.
• "Labor is assumed at $25.00/hr — nobody on the team has a pay rate yet." — with no pay rates on file the price still shows, built on an assumed wage (default $25/hr). Adjust the assumption right in the note (it saves company-wide), or set real pay rates on your team members and the assumption stops being used.

What Route Fit does not do

• It never assigns a route by itself. There is no auto-assignment and no auto-scheduling from a lead — options are ranked, you pick one, and nothing is created until you confirm the dialog.
• It never quotes your price to the lead or the customer. The suggested rate is owner-facing only. The AI phone assistant still never quotes prices on calls or texts, George never quotes prices to customers, the automatic first reply to a website lead never states a price, and nothing on this card is emailed or texted to the prospect. You decide what to say and what to charge.
• It doesn't re-optimize your existing routes. It finds the cheapest place to insert one new stop; it never reorders the stops already on the day. Reordering and rebalancing live in the Route Builder.
• It doesn't send a quote. Quotes need a customer, so convert first and then send a quote from the customer — see Quotes.
• It isn't road-traffic mileage. The added miles and minutes are straight-line estimates (shown with a "~"), not turn-by-turn driving directions, and they ignore traffic.
• It doesn't appear on leads already marked Converted or Archived, on either the web or the phone, and it needs an internet connection on mobile — Route Fit is not one of the offline surfaces.
• It doesn't decide the frequency, the template, or the price for you — every one of those is an editable field before you confirm.

Frequently asked questions

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