Route Bid 2.2.8

Route is a sales management platform designed for the building services sector that aids teams, regardless of their size, in efficiently overseeing and optimizing their transactions through a streamlined digital process. The platform simplifies the workflow by incorporating three key steps: (1) Walkthroughs, (2) Estimates, and (3) Proposals.

• Walkthrough Builder: This feature allows users to schedule, assign, and create detailed on-site walkthroughs promptly to capture information accurately.
• • Enhance customer experience and utilize real-time opportunities for upselling.
  • Effortlessly generate Proposals, Jobs, and Invoices directly from Walkthroughs at various stages of the customer journey.
• Technician Profiles: Establish a distinctive identity for your team members and company to foster a sense of pride among employees.