RouteStacker Help Center
How can we help you today?
Plain-English, step-by-step guides for everything in RouteStacker. Type a few words — like “pause a customer” or “send a bill”.
New here? Start with these
Welcome! A 5-minute tour
What RouteStacker does and where everything lives.
Adding a new customer (book, quote, or save as a lead)
One simple 3-step form for every new customer — on the phone or in person.
Routes & Dispatch explained
Put today's stops on routes, give them to crews, and watch it all on a map.
Monthly bills that make themselves
Turn on automatic billing and every regular customer is billed on your billing day.
The field app: what your crew sees
A simple phone app showing each tech their stops for today.
What your customers see in their portal
A simple page where customers see visits, pay bills, and manage their service.
Browse by topic
Getting startedA quick tour, first-time setup, and how to find things.8
Leads, quotes & bookingsTurn interested people into paying customers.8
- Adding a new customer (book, quote, or save as a lead)
- Tracking leads (people who are interested)
- Proposals: sending good / better / best quotes
- Letting customers book online
- How instant prices are figured out
- Door-to-door canvassing
- Recommend More Work: leads from your crew
- Come-Back Reminders: bring one-time customers back
Customers & subscriptionsYour customer list and the services they pay for.9
- Customers vs. subscriptions — what's the difference?
- Using the Customers page
- A customer's profile and statement
- Managing subscriptions
- Pausing, cancelling, or changing a service
- Selling a second service to an existing customer
- Service packages (plans like Basic or Premium)
- Custom fields & dropdown lists
- Intake forms
Schedule, routes & crewsPlan the day, send crews out, and keep things on time.13
- The Schedule: planning each day's visits
- Let the app fill your schedule automatically
- Timeline: crew day and project phases
- Stops: every job, past and present
- Routes & Dispatch explained
- Putting stops on a route (and auto-dispatch)
- Assigning crew members to a stop
- Getting the best driving order
- Pin and Hold: keeping a stop where it is
- Appointment times & asking customers to confirm
- When someone is double-booked
- Weather tools: snow, wind, rain, and cold
- How long each job takes (Service Templates)
The field app (for crews)What your techs see and do on their phones.7
Billing & paymentsInvoices, card payments, autopay, and late fees.12
- Billing: how you get paid
- Connecting Stripe so you can take card payments
- Monthly bills that make themselves
- Making a one-time invoice
- One bill for customers with several services
- Autopay and declined cards
- Due dates, payment reminders & late fees
- Refunds and account credits
- Sales tax, tips, and yearly price increases
- Tracking expenses
- Insurance claims: billing the deductible and the insurance company
- When someone else pays (family members, landlords, insurance)
Your customers' portalThe page where customers pay, pause, and rate visits.6
Messages & marketingTexts, emails, reviews, referrals, and coupons.5
Team & reportsYour staff, what they can see, and how the business is doing.8
Business lines & special toolsPet waste, lawn, pest, wildlife, snow, and every other trade.31
- Pet Waste Removal
- Trash Can Valet
- Amusement & Game Rentals
- Moving Bin Rentals
- Lawn Care
- Snow Removal
- Holiday Lighting
- Junk Removal
- Pet Sitting & Dog Walking
- Pressure Washing
- Gutter Cleaning
- Window Cleaning
- Property Management
- Pest Control
- Wildlife Control
- Mold & Crawl Space
- A business line's home page
- Exclusion projects & warranties (pest and wildlife)
- Wildlife compliance: animal custody & state report
- Traps & cameras (and drying equipment)
- Chemical catalog & stock (pest control)
- Bait stations (pest control)
- Mold remediation projects & certificates
- Canine DNA program (pet waste)
- Shop: selling products to customers
- Site hazards (snow removal)
- Light storage (holiday lighting)
- Game & party rentals
- Moving bin rentals
- Billing rentals: invoices, deposits, late fees & waivers
- Pricing junk jobs by the truck load
SettingsPrices, services, features, and how the app behaves.16
- Your business details & logo
- Downloading all your data
- Branding: your app colors
- Turning business lines on and off
- Line Features: extra tools for your trade
- Setting your prices
- Your service area
- Your list of services
- Service agreements (e-signing)
- Branches (more than one location)
- Selling or handing off a business line
- Inventory: supplies & equipment
- Connecting other apps
- Your visits on Google Calendar
- API tokens, Zapier and AI assistants
- Your business phone: calls, texts and voicemail
Website, email & domainsYour website, your web address, and your business email.3
Fixing common problemsSomething not working? Start here.9
- I can't find a page in the menu
- A page is blank, stuck, or acting strange
- A customer isn't getting texts or emails
- A customer can't sign in to their portal
- A stop shows in the wrong place on the map
- Payments aren't working
- Talking to a real person
- What's coming next (Product Roadmap)
- Managing bugs, connected logs, and demo times