From paper chaos to command center in 10 days.
White-glove onboarding. We digitize your records, ship the QR labels, and stand up your routes. You go live with confidence.
A STEP-BY-STEP WALKTHROUGH — NOT A RIP-AND-REPLACE WEEKEND
- 01
KICKOFF CALL
DAY 130-minute call with your dedicated onboarding specialist. We map your current process and set up your account.
- 02
SHIP US YOUR CHAOS
DAYS 1–5Paper logs, Excel files, spiral notebooks — mail them or upload. Our team digitizes everything within 5 business days.
- 03
UNIT REGISTRY BUILD
DAYS 2–5Every serial number, every location, every service history — tracked. QR codes generated and weatherproof labels mailed to you.
- 04
FIRST OPTIMIZED ROUTE
DAY 6Drop your units on the map. We cluster, optimize, and balance across drivers. Your first route generates in under 60 seconds.
- 05
DRIVER TRAINING & GO-LIVE
DAY 730-minute video walkthrough. Drivers download the PWA, scan their first QR, and complete a real stop with us watching.
- 06
REVENUE RECOVERY BEGINS
DAYS 10–30Lost-unit detection finds units you forgot. Route optimization saves driver hours. Auto-invoicing gets you paid faster.
WHAT'S INCLUDED IN WHITE-GLOVE ONBOARDING
DATA DIGITIZATION
Paper logs, Excel, CSV — we convert everything to a live registry. No extra cost on annual plans.
QR LABELS MAILED
Weatherproof, UV-resistant labels printed and shipped to your yard, one per unit.
ROUTE CONFIGURATION
We build your first set of optimized routes from your active customer base.
DRIVER TRAINING
Live training session with your team. Recorded for new hires. Printable tip cards included.
DEDICATED SPECIALIST
One named person owns your onboarding from kickoff to first invoice. Direct cell access.
CUSTOMER IMPORT
Customers, contacts, recurring jobs, historical invoices — all imported and verified.
DRIVER APP SETUP
Each driver pre-provisioned with the right routes, the right permissions, and a test stop.
30-DAY CHECK-IN
Specialist reviews your data, surfaces optimization wins, and tunes route parameters.
WHAT THE FIRST 7 DAYS FEEL LIKE FROM YOUR SIDE
Monday
Kickoff call
30 min on Zoom. We learn your current process. You leave with a written project plan.
Tuesday
Hand off your data
Drop a box of paper at FedEx, or upload your Excel files. We confirm receipt within the hour.
Wednesday – Friday
We do the heavy lifting
Data entry, unit registry, QR label printing. You go run your business. We send daily progress updates.
Following Monday
Walkthrough + first route
We screen-share the registry, run your first optimized route, and you click 'publish.'
Tuesday
Drivers go live
Drivers scan their first QR codes. We watch the dashboard and answer questions in real-time.
Wednesday onward
You're flying
Routes auto-generate every morning. You spend 15 min reviewing instead of 2 hrs drawing.
ONBOARDING DONE RIGHT
"I expected a 2-month nightmare like our last software switch. We were dispatching from FlowRoute on day 5. The specialist did all the work."
"They shipped me a box of QR labels pre-mapped to my units. I just stuck them on. That was the entire 'IT project.'"
COMMON ONBOARDING QUESTIONS
Q.01DO I HAVE TO STOP USING MY CURRENT SYSTEM?+
Not on day one. Most operators run FlowRoute alongside their existing process for 1–2 weeks, then cut over once confidence is high.
Q.02WHO DOES THE DATA ENTRY?+
We do. Ship us paper logs, send us Excel files, or upload CSVs. Our onboarding team digitizes everything — no extra fee on annual plans.
Q.03WHAT IF I HAVE 1,000+ UNITS?+
Same process, just more QR labels. Large fleets typically take 2 weeks to fully onboard. We provide bulk label shipping and a dedicated specialist.
Q.04HOW DO DRIVERS LEARN THE APP?+
It's a single screen with three buttons. We provide a 5-minute video and a printable tip card. Most drivers are independent after their first route.
Q.05WHAT ABOUT MY HISTORICAL DATA?+
Everything imports — customers, units, invoices, service history. You keep your audit trail.
START YOUR 10-DAY TRANSFORMATION.
No credit card. No commitment. We do the heavy lifting — you go live.