What Roots does.
Six areas, connected end to end. A customer calls, you quote them off a satellite measurement, they land on a route, your tech services them, the invoice goes out, and they pay from their phone.
Customers
Customers & sales
- One record per customer: properties, services, estimates, invoices, payments, and every conversation on one timeline
- Lifecycle tracking from lead to active to seasonal hold to win-back
- Color-coded flags your company defines, like gate code needed or dog on property, on the record and the route map
- Search by name, company, phone, email, or address, and act on a whole list at once
- Group billing for HOAs and property managers: one bill-payer across many properties
- Collections holds that keep an account off routes until the balance is resolved
Properties
Measurement & estimates
- Draw the lawn, beds, tree zones, and no-treatment areas from satellite imagery, with no windshield time
- Price on real square footage by tying services to specific zones
- Measure, price, and send in one flow, with good, better, and best options built in
- Professional PDF estimates by email or text, opened with a link and no login
- View tracking and automatic follow-ups, so the team follows up warm instead of blind
- Win and loss tracking, plus a pipeline view and lead attribution
Routing
Scheduling, routing & dispatch
- Recurring cadence engine that surfaces what is due each week, so nobody keeps a paper calendar
- Real appointment windows for work that needs the homeowner home
- Build routes on a map: every eligible property as a pin, then lasso a neighborhood onto a route
- True optimization on Google's engine, including same-side-of-street sequencing
- Stop flags dispatchers use: past due, ASAP, call-ahead, confirmed, and new sale
- Live dispatch board with GPS, plus mid-day reorder, pull, and reassign
Mobile
The crew's phone
- Today's route with stop order, services, notes, and one-tap directions
- Works offline: the day lives on the phone and syncs when signal returns
- Service completion in seconds, with products, treated area, and weather pre-filled
- Treatment zone map at the stop, green to treat and red to avoid
- Compliance records write themselves when a job is completed
- One-tap on-my-way text, plus skip and reassign with a reason
Billing
Billing & payments
- Invoices generate from completed work, with no re-keying
- Card, bank transfer, Apple Pay, and Google Pay, plus recorded checks, cash, and prepay credit
- Text-to-pay: a payment link by text, paid from the phone with no login
- Autopay with retries on your policy, and prepay balances drawn down as work completes
- Statements, aging, and collections, with month-end batch tools
- Payments run on Stripe: money goes to your own account and card data never touches our servers
Customer care
Comms, portal & reporting
- Unified inbox: texts, calls, and email threaded by customer
- Business texting on numbers registered with the carriers, so messages actually deliver
- A phone system in the browser, with calls that record, transcribe, and summarize themselves
- Customer portal with magic-link sign-in, live tech tracking, and self-serve payment
- Role-aware dashboards and list reports you can bulk-text, email, or route directly
- Audit-ready application records, with weather and products captured automatically
Your data is yours.
You own the customer relationships; Roots is only the tool. And if you decide to keep a tool that already works for you, Roots is built to run cleanly alongside it rather than demand you replace everything at once.
One connected system.
Every part of the operation working from the same record, so nothing falls through the cracks and nobody keeps a side spreadsheet. Billing works the same way: one structure, agreed up front.
Frequently asked.
Ready to walk through your business?
We’ll show you Roots running against your own routes and customers.