Everything built into Route Balance.

The brief arrives before you start the truck.

Three AI-generated touchpoints every workday: a morning briefing before route start, a midday pulse for exceptions that need attention, and an end-of-day closeout with full recap and tomorrow prep. All three read your actual business system data — not industry benchmarks, not demo numbers.

• ·Morning briefing: past-due stops ranked by collectible dollars, broken-promise alerts.
• ·Midday pulse fires only when exceptions need attention — no noise on clean days.
• ·End-of-day closeout with full recap and tomorrow prep items.
• ·Collectability forecast based on promise history and aging.

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. Risk signals surface automatically.

• ·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.

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

Composite risk scores (High / Med / Low) on every customer in your book, computed server-side from aging, promise history, and drift signals. Worst-first ranked view plus traditional AR aging buckets. Quick actions to log promises or notes without leaving the page.

• ·Risk-ranked list — highest exposure first.
• ·High/Med/Low badges + full 360 slide-in panel.
• ·Log promise or add note inline from the risk view.
• ·All signals from your existing business system exports — zero extra data entry.

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

From any stop screen, 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.

See every claim, credit, and variance from your dealer files.

Automatically match warranty claims against credits and movements pulled from your dealer export files. Surface open claims, overdue credits, and cash tied up in the warranty process. Every match carries full provenance back to the source document.

• ·Claim ↔ credit matching with variance flags.
• ·Overdue claim and cash-at-risk alerts.
• ·Drill from any variance straight to the originating PDF or export row.

Every number traces to a source document.

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

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

Every truck. Right now. On the map.

Real-time GPS positions for all trucks in your fleet, updated every 15 seconds. See moving vs. parked status, speed, battery, and last check-in. Route map overlays show your full pre-list by call day with filters. Built for single-truck and multi-truck operators.

• ·Live map with truck positions and status.
• ·Weekly route coverage map by call day (Mon–Fri).
• ·Filter by truck or day; know your concentration at a glance.

Know your cash position six weeks out.

AI-generated weekly inflow and outflow projection built from your actual route data — not templates. Red weeks are flagged automatically with plain-language summaries so you can act before the shortfall hits.

• ·6-week forward projection from real collections and aging data.
• ·Red-week alerts with plain-language summary.
• ·Updates automatically with each new import.

Generate a dispute evidence packet in one click.

When a customer disputes a charge, Route Balance pulls 18 months of route history, promise logs, payment records, and delivery confirmations into a formatted evidence packet. Send it to Stripe in the time it takes to find the paperwork manually.

• ·Evidence built from your actual audit trail — nothing fabricated.
• ·18-month lookback across payments, promises, and delivery records.
• ·Formatted for Stripe's dispute response format.

Order confirmations with tracking — right in the cockpit.

Track incoming orders with carrier, tracking number, and ETA pulled directly from your dealer confirmation emails. Know what's en route before a customer asks.

• ·Auto-extracted from dealer confirmation emails.
• ·Carrier, tracking number, and estimated delivery.
• ·Surfaces in the cockpit alongside stop and balance data.

Enroll customers in recurring bank payments.

Plaid-powered bank account verification lets customers pay by ACH directly from their checking account. Lower processing cost, higher payment reliability. Enroll from any customer profile.

• ·Customer connects bank account via Plaid — secure, no manual entry.
• ·Lower ACH processing rate vs. card.
• ·Recurring payment enrollment from any customer profile.

AI analyzes your patterns and surfaces better stop sequences.

Route Balance analyzes 8 weeks of your actual route history and flags reordering suggestions when projected time savings reach 10 minutes or more. No mandatory changes — just a signal when the math says there's a better sequence.

• ·Built from 8 weeks of your real route patterns.
• ·Suggestions surface only when savings ≥ 10 minutes.
• ·Apply or dismiss — you stay in control of the route.

Route collections posted to QuickBooks automatically.

Connect your QBO account and Route Balance posts route activity to the right accounts — no manual entry. Chart of accounts auto-provisioned. Collections and payments posted without double entry.

Meet a new customer? Verify them on the spot.

Pilot feature (FL first, attorney-reviewed). Send a secure QR or SMS link. The customer completes driver license capture + live selfie verification on their own phone in under two minutes. You instantly receive a verified profile with photo, key DL fields, and a Stripe customer record — before any tools leave the truck.

• ·QR/SMS invite → customer phone does the work.
• ·DL + liveness selfie captured securely (Plaid IDV).
• ·Verified badge + photo appears in your customer list.
• ·Creates Stripe customer for future payments and risk.