ROUTERANCH QUICK-START GUIDE
From first sign-in to a working daily routine.
Set up reusable company details first, then let every new request move through the same clear path.
01Sign in and open your workspace+
Use Company sign in with the email and password attached to your RouteRanch company.
02Add the records you use every day+
Start with Fleet, Customers, Materials, and Locations so later forms are faster to complete.
03Create separate staff accounts+
Owners can create owner, dispatcher, and driver accounts with access appropriate to each role.
04Build a bid or quote+
Choose Bid or Quote, add the project name, route, service, pricing method, and valid-through date, then download the professional PDF.
05Turn accepted work into a job+
Schedule and dispatch the job, assign resources, and keep its status current.
06Create the customer invoice+
Choose the customer or completed job, add line items, due date, tax when applicable, and payment terms. Download the PDF and track its balance.
07Let drivers report from the field+
Drivers can complete inspections, daily logs, tickets, fuel receipts, and truck-status updates without seeing company financials.
08Review and export+
Download spreadsheet or PDF reports and export the company’s RouteRanch records for safekeeping.