Send good / better / best proposals your customer signs from their phone, offer financing on the spot, and sell maintenance plans that book their own visits and bill themselves.
Built into the RouteHouse job app — scheduling, dispatch, the field app, reports and invoicing included · Works with any RouteHouse trade · Priced by the truck, unlimited users
Water heater replacement
*Example: $2,650 financed at 9.99% APR for 60 months is 60 payments of $56.29 ($3,377.40 total). Offered by the lender, subject to approval. Rates and terms vary.
Water heaters, doors, generators, whole systems. Put three options in front of the customer and let them pick the better one, not just the cheapest.
Comfort club, service agreement, PM plan — whatever you call it. Stop tracking members on a spreadsheet, chasing renewals and forgetting the fall tune-ups.
One customer at a time, every spring and every fall. Let members pick their own day, and keep the phones for the few who don’t.
Give the customer real choices and make saying yes a one-tap job.
Financing through the lenders you already work with — offered right on the proposal.
RouteHouse doesn’t lend, doesn’t make credit decisions and never sees the application. The customer applies with the lender directly, on the lender’s own page.
You keep your own agreement and rates with each lender. RouteHouse puts the option and the example payment on your proposal.
Build the plan once. RouteHouse applies the prices, flags the members and keeps count of what’s owed.
When a visit comes due, the member gets a text and email with a link to pick a day and arrival window — booked instantly, straight onto your schedule.
Hi Pat, time for your fall tune-up
Included in your plan. Pick a day and an arrival window.
Text and email when the visit’s season opens.
If they haven’t booked after the days you set.
One more nudge, with the same booking link.
The number one tap away. Log voicemail, no answer or not this season, and it comes back when it should.
Your fall tune-ups book themselves. You just call the few who don’t.
Member texts come from your own RouteHouse business number with the Business Texting add-on ($25/mo). Without it, the links still go by email.
The member authorizes it once. Every renewal after that just happens — on your own Stripe account.
Every unit at the customer’s home on file: make, model, serial, install date, age, parts and labor warranty, and where it is. Replace a unit and the old one stays in the history.
The tech ticks what they worked on, the report lists the equipment serviced, and each unit keeps its own service history. Memberships can cover specific units.
Categories, member prices, and customer-facing descriptions that print on proposals and invoices. A price builder: labor hours × your rate, plus materials × markup.
Raise or lower prices by percent for a category, a trade or everything, with a preview before saving. Export to a spreadsheet and import back to edit hundreds of prices in Excel.
One customer record across every job and property — duplicates merged, typos fixed — so memberships and history stay with the customer.
Proposals, memberships and auto-pay come with every RouteHouse company, whatever the trade.
No new price and no separate module. Proposals, financing links, memberships, member booking and auto-pay sit on top of the full RouteHouse job app — scheduling, dispatch, the field app, branded reports and invoicing — all on one plan, priced by the truck, with unlimited users. Do other work too? Any Trade jobs are included at no extra cost.
Book a 20-minute demo and we’ll build a three-option proposal and a maintenance plan from your own prices, live.
Book a demoBring a job you quoted last month and the plan you sell (or want to). We’ll send the proposal to your phone, sign it, and set up the plan’s visits and member prices while you watch.
Your details are saved. Grab a slot below — you'll get a calendar invite, and we'll tailor the walkthrough to your trade.
Opens your RouteHouse booking calendar in a new tab.