For teams
Give each person a territory, and let Routemize route every new booking to the closest available rep — route-optimized, no dispatcher, no turf wars, no lost leads.
Territories
Draw each rep a zone on the map — by neighborhood, zip code, or a radius. Leads in that area go straight to them. No overlap, no “that was my lead” at the morning huddle.
Custom polygons, a radius, or zip codes. Takes a minute per rep.
A lead only ever goes to the rep who owns that zone. Everyone stays in their lane.
Bookings outside every zone are auto-declined or sent to review — never dumped on the wrong rep.
Smart assignment
When a new booking comes in, Routemize doesn’t just dump it on someone. It checks whose schedule already runs closest to that address and assigns the lead there — the booking that adds the least driving for the whole team.
If the best-fit rep is fully booked, Routemize automatically offers the customer the next-closest open teammate — same instant confirmation, same route-friendly time. A lead never dead-ends.
Two ways to route
Everyone gets an equal share of leads, one after another. Best for teams that share a market — rotation still keeps each route tight.
Each rep owns a zone and only gets leads inside it. Best for multi-region shops and franchises that need clean boundaries.
Whichever you choose, Smart Override backs it up — so a full calendar never means a lost customer.
The whole team, one screen
Each rep’s route, zone coverage, and efficiency — live, in one dashboard. Tight routes turn windshield time into face time, which usually means 2–3 more estimates per rep, per day.
Routemize keeps every estimate in the right zone and every lead with the right rep — automatically, as you grow.
Beta June 2026 · Official release July 2026 · Locked-in early pricing
Tell us about your team and we’ll save you a spot in the beta.
We’ll email you when your beta seat opens up — expected June 2026.