The AI brain for your contracting business
More jobs per day with the same crews
Smart routing handles recurring jobs, last-minute adds, and same-day emergencies. Drag, drop, and re-optimize in seconds—because your day never goes exactly as planned.
Know your real capacity in real-time
Route & Retain shows exactly when crews have openings—so you convert leads when you can actually serve them and stop turning away profitable work.
Never miss an invoice—bill and book in one
Completed jobs appear instantly for invoicing. One click sends the bill and posts journal entries automatically. Plus retention alerts flag customers going quiet, so you can act before they cancel.
Features that boost revenue
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Mobile first crew app
Your team runs jobs from their phone with one-tap start and complete—no paperwork, no clutter. Fewer clicks, more power, and the app will also be available in Spanish.
Smart route planner
Optimize every route for maximum stops per day
Frequency-based scheduling
Recurring customers schedule themselves automatically
One-click invoicing
Send invoices the minute the job closes and automatically trigger Google review requests from happy customers.
Revenue forecasting
Turn your job history into a live forecast—see expected revenue by week, spot gaps in the schedule, and make confident decisions about hiring, equipment, and cash reserves.
Multi-location support
Scale across territories and services without adding overhead" (connects to revenue/growth, not just operational capability)
AI that adapts to your operation
Learns patterns from historical data to schedule jobs at optimal times, match work to the right crews, and maximize efficiency—continuously improving as you grow.
Trust & Security
Route & Retain handles your most sensitive business data—customer information, financials, crew schedules, competitive intelligence. We take that responsibility seriously.
Built on enterprise-grade infrastructure with bank-level encryption, strict multi-tenant data isolation, and automated backups. Your data stays private, secure, and accessible only to your team.
We're not a startup experiment running on someone's laptop. This is production-grade infrastructure designed for businesses that can't afford downtime or data loss.
You own your data. We protect it. That's the deal.
About Route & Retain
Route & Retain was born from a simple frustration: watching service contractors do great work but struggle to scale because their systems couldn't keep up.
As a former CEO and CFO, I built Route & Retain with the financial discipline and operational intelligence that growing contractors actually need. Not digital paperwork. Not another calendar app. Real AI-powered scheduling that maximizes crew capacity, protects revenue, and scales as you grow.
Small to mid-size contractors deserve the same digital tools as Fortune 500 companies. Route & Retain delivers enterprise-grade intelligence built specifically for businesses ready to scale—at a fraction of the cost and complexity.
You're up and running in hours or days, not weeks or months. And with pricing that pays for itself in weeks, not months or years, there's no reason to keep leaving money on the table.
Your Questions, Answered
What is Route & Retain and who is it for?
Route & Retain is an AI-driven operations platform for service contractors—landscapers, cleaners, pest control, electricians, plumbers, and more. It uses AI at every step and, once it has learned your business and jobs, it begins to predict and optimize capacity so you can run more jobs at higher margins. Route & Retain manages everything from small recurring visits to large projects, connects directly to your finance system, and helps you communicate with each customer as much or as little as they need through reminders, updates, and follow-ups.
How is Route & Retain different from other field service or routing tools?
Most tools focus on either scheduling or basic routing. Route & Retain connects bid-to-cash: estimating, scheduling, routing, crew management, and performance insights—all with AI helping at every step. It’s built for everything from small recurring jobs to large, one-off projects, and is easy to install, learn, and use—very few clicks, no complicated screens, and workflows that match how crews actually work in the field.
Do my crews need to be tech-savvy to use it?
Route & Retain was built with both the field and the office in mind. The app is very intuitive, with minimal clicks, so crews can quickly see where to go, what to do, and mark jobs complete. Behind the scenes, AI is working all the time—learning your jobs and patterns to help predict the right crews, at the right time, for the right jobs. Office staff get powerful tools; crews get a simple, clear mobile experience.
What kind of AI does Route & Retain use?
AI is built into planning and daily operations. It suggests optimal routes, highlights overloaded days, flags idle time or missed revenue, and surfaces insights like “You could add 3 more stops on Tuesdays” or “This route is consistently running 45 minutes late.” It also pulls in weather, driving alerts, and job alerts so you can optimize each job if needed—rerouting crews, adjusting timing, or rebalancing the day before problems hit. The goal is to give you clear, actionable recommendations—not just charts.
Does Route & Retain integrate with my accounting or CRM tools?
Yes. Route & Retain is built to connect with common accounting and invoicing systems (like QuickBooks, FreshBooks, etc.) and can export data for your other tools. For larger or more complex setups, our team can discuss custom integrations to plug directly into your existing finance stack or CRM.
How long does it take to get up and running?
Most companies are up and running in hours to days—not weeks or months. One of our primary goals is to make onboarding and implementation easy, accurate, and fast. We help you import customers, services, and basic routes, then dial in your crews and schedules so you consistently have the right crew on the right job at the right time. Many users start seeing cleaner routes and better visibility in the very first week.
Who owns my data and how is it protected?
You own your data. Route & Retain securely stores your information and backs it up regularly. We use modern security practices and encrypted connections to protect customer, job, and financial data, and we never sell your data to third parties. If you ever leave the platform, we’ll work with you so you can export your information.
Turn your job data into predictions, not spreadsheets
Route & Retain learns from every job—drive time, duration, and revenue—to surface real-time insights and automate your next best move.
