Running a Route Sales Business Just Got Easier
Route Trakker helps you plan better routes, train new reps fast, and make sure every truck is ready to sell. Here’s how it works — step by step:
🚀 Step 1: Set Up Your Customers and Products
We make it easy to get started.
- You can upload your customers and products with a spreadsheet (CSV file) or right from QuickBook
- OR we can import them for you.
- Include or Add their Route Days and the last invoice date.
- Route Trakker builds your routes and shows them on a map.
💡 Bonus: Already using QuickBooks? We can help you pull in your customer and product lists!
👷 Step 2: Add Your Reps and Assign Routes
Each rep gets their own login and mobile access.
- Assign customers to each rep
- Reps see exactly where to go, what to bring, and what to sell
- Changes are live — you can update routes anytime!
Result: No more confusing paper routes or missed stops.
📦 Step 3: Load Up and Hit the Road
Before your reps leave:
- They check inventory on their van
- Route Trakker tells them what’s low or missing
- You’ll always know what’s been sold and what needs restocking
No more guessing — your team is ready to sell.
📊Step 4: Track Sales, Visits, and Skipped Stops
As reps visit customers, they record what was delivered or sold.
They can also mark why a stop was skipped.
Back at the office, you can see:
- What each rep sold
- What each customer bought
- What needs to be restocked
You’ll always know what’s happening in the field.
🧾 Step 5: Invoices Are Done for You
As each stop is finished, Route Trakker builds the invoice automatically — no manual math.
- Prices and tax are correct
- Discounts are applied
- Invoices are auto-emailed to the customer right after the visit
Less paperwork. Fewer mistakes. Happy customers.
💳 Step 6: Get Paid Faster with Easy Payments
Each invoice includes a payment link — or you can take payment right on the spot.
- Accept credit cards, checks, or cash
- Set up AutoPay so customers are billed automatically
- Get paid the same day — no more chasing checks
More cash flow, less hassle.
🎯 Everything You Need, All in One Place
From first stop to final payment, Route Trakker makes route sales simple. You’ll save time, sell more, and grow your business faster.