Your biggest loss isn't on the receipt.

One customer who disappears with a balance costs more than a year of processing fees. Route Balance shows you who's slipping — before they're gone. Every past-due day, broken promise, and warranty credit sitting unclaimed in your route.

Compliance-first · Verified customer intake · Built for operators who need answers at the end of the day
Today's Route8 stops
$240$185$310$95$420$155$280$340CollectedPendingOverdue
$1,575
Collected
$475
Pending
$155
Overdue
PILOT COHORT
Q3 2026

Twelve to fifteen operators.

iPad in the truck, browser in the office. Compliance-first onboarding, one-to-one with the founder. Apply if you already track your numbers and want verified customers before the first sale.

12–15 operators · founder-led · compliance-first

Apply for pilot
PRICING

Flat monthly. No per-stop fees. No percentage of collections. One prevented bad debt pays for Route Balance for a year.

See pricing →
WHO BUILT THIS

Built by operators, for operators.

Route Balance solves a real problem: at the end of the day, the numbers don't add up fast enough. One screen shows what got collected, what's still owed, and which stops drifted past due. Every workflow built from operator feedback, tested in the field.

No outside funding. No investors shaping the roadmap.

Mobile Service · Operator Route

THE MATH NOBODY'S DOING

The number you know

Processing fees on this week's sales

What you spent on inventory last month

The number you don't

The customer who hasn't paid in 38 days

The warranty credit that expired unclaimed

A route operator carries 180 to 240 active customers across ~50 weekly stops, carrying between $40,000 and $90,000 in receivables. Industry filings show charge-off rates between 3% and 12% across dealer portfolios. On a $60K book, that's $1,800 to $7,200 a year — missing on collections nobody's tracking.

THE COCKPIT

Four things. One screen.

ROUTE

Today's stops in route order. Each shows balance, last promise, last visit. Tap to log.

BALANCES

Current, due, past due, and drift — pulled from imported statements. Reconciled per stop, not per invoice. Risk signals (High/Med/Low) surface automatically from the same data.

NOTES & PROMISES

One tap to log: visited, collected, promise, left message, no contact. Promises track to the date the operator wrote down.

AUDIT TRAIL

Every entry timestamped. Every import batch logged. Nothing edited without a record.

WHY ROUTE BALANCE

You know your processing fee. You don’t know what you left on the table.

Spreadsheets are manual. Dealer systems show what shipped. Route Balance surfaces the numbers your system doesn’t: drift rate, charge-off risk, unclaimed warranty credits, and customers heading toward write-off. Every number traces to source.

FeatureSpreadsheetDealer system aloneRoute Balance
Real-time stop balanceslimitedPer-stop, updated each import
Automated SMS remindersTriggered on promise date + posting
6-week cash forecastKnow what next week looks like financially
Daily briefing by 6 AMTop collections, broken promises
Warranty claim matching & varianceAuto-reconciled from your exports
Live fleet GPS positions15s updates, map + status
Customer identity verificationPilot — DL + live photo (FL first)
Aging by customermanualAuto-synced, 4 buckets
Promise trackingmanualDate-anchored, auto-escalation
Stripe payment linksSend from any stop
Mobile-optimized (iPad)limitedInstall to home screen, no app store
Chargeback evidence packetsBuilt from 18-month audit trail
Customer behavioral signalsBaseline, drift, propensity
Route optimization suggestionsBased on 8 weeks of real patterns
What you see every day

Core screens from the live product and pilot flows.

Built on a live Route since 2024. Numbers shown use demo data — your route figures live in your account.

Daily briefing · 6:00 AM

Tomorrow's route, summarized before you wake up.

Past-due stops surfaced by collectible dollars. Broken-promise alerts flag customers who skipped. Aging breakdown across four buckets, updated every import.

Briefing — Route Balance
Route Balance daily briefing showing past-due aging buckets and collection targets for the next day
Workday overview · live

One screen for the whole operation.

Today's collection totals across all trucks, pending approvals that need action, and the daily briefing — all in one view before you leave the driveway.

Workday — Route Balance
Route Balance workday overview with collection totals, truck status, and pending approvals
Risk surface · ranked + aging

Know exactly who you are dealing with — ranked by risk.

Composite High/Med/Low risk scores on every customer, worst-first. Full AR aging buckets alongside. Quick log-promise and note actions from the slide-in panel. All signals pulled from your dealer exports.

Risk Surface — Route Balance
Route Balance customer risk surface showing High/Med/Low risk scores ranked worst-first with AR aging
Cash forecast · 6-week outlook

Know your cash position six weeks out.

Weekly inflow/outflow projection built from your route data. Red weeks flagged automatically with plain-language summaries of what's driving each red week.

Cash Forecast — Route Balance
Route Balance 6-week cash forecast chart with red week alerts and plain-language summaries
Warranty intelligence · live

Every claim and credit, automatically reconciled.

Warranty claims matched against credits from your dealer files. Variances, overdue claims, and cash-at-risk surfaced automatically with full provenance back to the source document. No more manual hunting through PDFs.

Warranty — Route Balance
Route Balance warranty claims register showing matched, pending, and overdue claims with variance amounts
Weekly route map · coverage

See every stop. Every day. On the map.

Your entire pre-list plotted by call day — Monday through Friday in distinct colors. Filter by day or truck. Know at a glance where your route is concentrated and which days run longest.

Route Map — Route Balance
Route Balance weekly route map showing all stops plotted by call day in distinct colors
Fleet live · real-time

Every truck. Right now.

GPS positions updated every 15 seconds. Moving trucks shown in blue, parked in gray. Tap any truck to see speed, battery, and last check-in time. Built for owners running multiple trucks.

Fleet Live — Route Balance
Route Balance fleet live map showing GPS positions of all trucks updated every 15 seconds
Verified customer intake · pilot

New customer? Verified photo and DL before tools leave the truck.

Pilot (FL first). Send QR or SMS. Customer completes secure DL + live selfie on their phone. You get an instant verified profile with photo, key fields, and Stripe customer record in your dashboard. The feature that finally gives franchisees the same KYC capability the OEMs have.

Verified Customer — Route Balance
Route Balance verified customer dashboard showing DL-verified customers with selfie match scores and Stripe status

Pilot operators

From dealers on real routes.

Before Route Balance, I had no idea which stops were drifting until I ran my end-of-month export. Now I know every morning. I caught a $2,400 account before it hit 90 days.

1

Pilot operator

South Florida · 8 months on route

The briefing comes in at 6 AM before I leave the house. I know exactly which three calls to make before I start driving. That alone is worth it.

2

Pilot operator

Southeast US · 5 months on route

Setup took one day. Uploaded my first business export, got on a call with the team, and the cockpit was loaded with real numbers by afternoon. It actually works.

3

Pilot operator

Midwest · 4 months on route

Representative of pilot operator feedback.

Works with

Connects to the tools you already use.

FBS

Field Business System

Import customer balances and aging data directly from your dealer business export files.

FM

Field Manager

Pull account details and stop history from your route manager export.

S

Stripe

Send Stripe payment links from any stop. Cash collected syncs automatically.

QB

QuickBooks Online

Push collected invoices to QBO. Keep your books without double entry.

Twilio SMS

Automated SMS reminders when a promise date approaches or a payment posts.

GD

Google Drive

Upload warranty docs and export receipts. Files stored in your own Drive folder.

📄

Email & Document Parsers

Automatic extraction from 17+ dealer formats — statements, pre-lists, SOC reports, warranty, promo, and EOD files. Ingested from Gmail forwarding or Google Drive, with full provenance back to every source document.

SCOPE

Three things it is not.

Route Balance is not a route optimizer.

Route Balance is not a CRM.

Route Balance is not your accounting system.

It is the cockpit for everything that happens between first stop and end of day. The layer that runs the whole truck.

A route dealer sitting in their cargo van, checking route balance data on a tablet

Built for the route

Designed for the seat of the truck.

You run your route from a van, not a desk. Route Balance runs on whatever you have in your hand — phone, tablet, laptop. Check the summary between stops. Review the week from the driveway.

  • Loads in under 2 seconds on mobile data
  • Installs to your iPad home screen — no App Store needed
  • Works route-to-route without losing your place
  • One screen. No training required.

No app download. No setup. Sign in and go.

QUESTIONS

Common questions.

How long does onboarding take?

Most dealers have the cockpit loaded with real data within one day. Upload your first business export, connect Stripe if you want payment links, and you're live. We walk through setup on a call.

What data do you need from me?

A field business system export (customer balances, aging, stop history) and a route manager export (account details). You probably already run these for your own records. Route Balance imports them and builds the cockpit from what they contain.

How much does it cost?

$149.95/mo for the first three months, then $199/mo. No per-stop fees, no percentage of collections. One prevented bad debt pays for Route Balance for a year.

Who controls my data?

You do. Your data is yours. Route Balance imports your dealer business exports and runs analysis on them. It doesn't modify your source systems. Request a full data export or deletion at any time.

Does it work on iPad?

Yes. Route Balance runs in Safari as a full-screen web app. Install to the home screen from your browser — no App Store required.