Dispatch jobs, optimize routes, manage field teams, automate customer updates, track billing, and monitor profitability across every service line — with AI dispatch and forecasting engines built in.
AI dispatch suggestion: Move emergency boiler call to Mike T. at 12:15 PM
Adds 8 min drive · protects 2 PM inspection
Built for the work between the call and the invoice
Integrates with tools you already use
The platform
RouteForge connects dispatchers, technicians, customers, vehicles, equipment, invoices, and reporting so owners can see what is happening across the operation without chasing updates across disconnected tools.
Dispatch board, routes, recurring jobs, work orders, projects, call scripts, emergency intake, kiosk mode.
Dispatch · Routing · Jobs
Stripe invoices, batch billing, AR aging, contracts, memberships, pricing books, financing, payroll.
Invoices · Memberships · Payroll
Workforce, fleet, equipment, inventory, compliance, analytics, reviews, NPS, customer portal.
Workforce · Fleet · Insights
AI dispatch matching, AI-assisted estimates, demand forecasting, recurring jobs, review & survey engines.
AI dispatch · Estimates · Forecasting
Industries
Configurable service types, equipment registries, compliance items, completion workflows, and feature toggles per vertical — without a custom rebuild.
RouteForge runs the K-factor / degree-day forecasting engine, drives Duty to Warn workflows, and supports price protection plans — out of the box, not as bolt-ons.
Tank monitor · 142 Oak
Level
28%
Days left
6.2
K-factor 4.8
HDD 7-day
218
Cold snap
Dispatch & routing
A Gantt-style dispatch board, drag-and-drop scheduling, and real route optimization — with Google Maps and a Leaflet fallback when keys aren’t configured.
Dispatch board
Drag jobs onto lanes, see overlaps instantly, and respect skill / certification fit before a tech is assigned.
Route optimization
Stop reordering via drag-and-drop, optimized for fuel savings and tighter day plans.
Live tracking
Token-protected GPS pages for customers — no logins, no apps.
AIBuilt in · not a paid add-on
RouteForge uses AI to match the right tech to the right job, generate priced estimates, and forecast demand — so dispatchers move faster and owners protect margin.
AI dispatch matching
Scores every available tech on proximity, skills, workload, performance, and availability — before the assignment is made.
AI estimates
Generates priced proposals from job context and your pricing book — ready for the tech to present in the field.
Demand forecasting
K-factor + degree-day forecasting predicts fuel and HVAC demand by tank and customer, scheduling deliveries before the customer has to call.
Customer engagement
Automated review requests, NPS surveys, and notification engines that fire on the right event with the right template — no rep needed.
AI dispatch scoring · live
Emergency · boiler out · Hudson PlWeights are tunable per tenant. Dispatchers stay in control — AI gives the starting point.
Plus the engines that run quietly
Practical automation. Owner-friendly defaults. No rep needed to babysit it.
AdvisorsAI executive layer
Stop reading dashboards. RouteForge’s AI advisors watch your routes, jobs, customers, and books continuously — and tell you what’s working, what’s leaking, and what to do next.
AI CFO
Margin insight
Mon 6:02aRoute 7 (Norwalk Tue/Thu) ran +38% margin vs fleet average last 30 days. Recommend cloning the stop density to Route 11.
Margin leak
Mon 6:02aTank 142 Oak triggered 4 emergency deliveries last week, costing $620. Bump reorder threshold 25% → 32%.
Renewal risk
Mon 6:02a12 memberships expire this week worth $14.4k MRR. 3 unlikely to renew based on visit pattern — CSR call drafted.
Concentration
Mon 6:02aTop 5 customers = 41% of revenue. 2 of them haven’t booked in >45 days.
AI COO
Route efficiency
Mon 6:02aMost efficient route last week: Route 7 · Mike T. — 18% more stops/day than fleet avg, 14% less drive time. Pattern: tight 4-mile cluster, right-turn bias.
Bottleneck
Mon 6:02aTruck 4 idle 42 min/day above benchmark. First stops scheduled past 9:30a 4 of 5 days — recommend earlier dispatch.
Demand signal
Mon 6:02aTue + Thu morning windows are 96% booked 3 weeks running. Open a 4th tech window or raise price for those slots.
Service drift
Mon 6:02aDrain repair completion time up +22% over 30 days. Concentrated on 2 techs. Training gap or scope creep — review next 1:1.
Insights are surfaced as one-line answers with the math behind them. Approve a recommendation and the agent layer below executes it — route changes, threshold updates, follow-up calls drafted, all logged.
AgenticAI-native operation
RouteForge ships a roster of always-on AI agents that watch the operation and take action: drafting deliveries before customers run out, chasing AR, flagging compliance gaps, and reactivating dormant customers — with a human-in-the-loop on every step that matters.
Monitors tank levels and weather forecasts, drafts delivery routes before customers run out.
Watches: tanks · HDD · K-factor
Sends payment reminders, escalates 30/60/90, and flags accounts that need a human call.
Watches: invoices · aging · Stripe events
Tracks certifications, blocks dispatch on expired credentials, drafts Duty-to-Warn notices.
Watches: CDL, EPA 608, NATE, OSHA, backflow
Fires post-job surveys, watches for low scores in real time, alerts the CSR for follow-up.
Watches: completed jobs · survey responses
After-hours intake, scores urgency, auto-pages the right on-call tech with full job context.
Watches: inbound calls · SMS · portal forms
Identifies lapsed members and dormant customers, drafts personalized outreach with offers.
Watches: memberships · service history
Agent activity · today
6 agents runningAgents run on the same engines that power dispatch, billing, and notifications — so the data stays consistent and the audit trail stays clean.
Field-to-cash
Stripe-powered invoices, batch billing, AR aging, service contracts, memberships, pricing books, and consumer financing — all tied directly to jobs and customers.
Profitability · this week
Mon–SunRevenue
$214k
Margin
38.4%
AR > 30d
$11.2k
Customer experience
1 · Book
Online booking
Branded slots & windows
2 · Confirm
Auto SMS / email
Per-tenant templates
3 · Track
Live GPS link
Token-protected page
4 · Complete
Photos & signature
Vertical workflows
5 · Pay
Stripe portal
Reminders cut AR
6 · Review
Reviews & NPS
Timed templates
The platform
Add a vertical, a service type, an equipment list, or a compliance rule — without paying for custom development. The platform adapts; you keep moving.
Tenant settings · Acme Field Services
SavedActive verticals
Features
Compliance items tracked
Security & trust
Built so every customer, job, and invoice is fenced to your operation — with the access controls owners and dispatchers actually need.
Tenant isolation
Your data is fenced from every other RouteForge tenant — no shared lists, no cross-tenant leaks.
Role-based access
Owners, dispatchers, techs, and CSRs each see only what they need. Permissions are configurable.
Secure customer links
Tracking, surveys, reviews, and reschedule pages use signed links — no logins, no exposure.
No data lock-in
Export your customers, jobs, invoices, and history at any time. Your records belong to your business.
Implementation
Fleet savings estimator
Request a personalized walkthrough and we’ll show you how RouteForge fits your operation.
Tell us what you run, how your team dispatches today, and where the bottlenecks are. We’ll show you the workflows that matter for your verticals.