Everything built into Route Balance.

The brief arrives before you start the truck.

Every morning, Route Balance generates a plain-language summary of your route: which stops are past due, which customers broke a promise, and what's realistically collectible today. Built on Anthropic's Sonnet 4.6 model, it reads your actual data — not generic advice.

• —Past-due stops ranked by collectible dollars.
• —Broken-promise alerts with days-since-last-contact.
• —Collectability forecast based on promise history.
• —Delivered to your inbox before route start.

Four things. One screen.

The cockpit is the main interface: route stops in order, balance aging per stop, notes and promise log, and a full audit trail. Everything is connected — tap a stop, see its history, log what happened.

• —ROUTE — today's stops with current/past-due flags.
• —BALANCES — current, due, past-due; every line traces to source.
• —NOTES & PROMISES — notes attach to a stop; promises trigger broken-promise alerts.
• —AUDIT TRAIL — every approval, every dollar, every recon flag.

Generate a Stripe checkout link. Email it. Get paid.

From any stop screen, you can generate a payment link for a specific invoice amount. The link goes to a hosted Stripe Checkout page — no card numbers ever touch Route Balance. Funds settle directly to your connected Stripe account.

• —One click from the stop screen — no copy-paste.
• —Customer pays via Stripe Checkout (card, Apple Pay, Google Pay).
• —Status updates automatically when payment clears.

Know who's drifting before it becomes a write-off.

Route Balance tracks every stop's aging bucket — current, 30-day, 60-day, 90+ — and surfaces broken promises automatically. The weekly summary shows which stops are accelerating toward write-off risk.

• —Aging buckets updated on every FBS import.
• —Broken-promise flag triggers when a customer misses a committed date.
• —Top collectibles sorted by dollar value every day.

Every number traces to a source document.

Any figure in Route Balance — a balance, a collection total, a promise amount — links back to the import batch that produced it. No black-box calculations. Every entry is timestamped. Every import is logged.

• —Import batches stored with timestamps and hash.
• —Drill through any KPI to the underlying line items.
• —Audit trail on every approval and recon flag.

Route collections posted to QuickBooks automatically.

Connect your QBO account and Route Balance will post route activity to the right accounts — no manual entry. On deck for v6.9.

A dedicated URL where your customers pay without calling you.

Planned for v7. Customers get a login-free portal where they can see their balance and pay outstanding amounts directly.

Ask your route data a question. Get an answer.

The Sonnet 4.6 agent already powers internal jobs. A conversational chat surface — "what happened to my top 5 accounts this month?" — is on deck. No timeline committed.