Features
Your business management platform is the source of truth. Companion works alongside it, adding the route planning, lookup speed, and reporting it never shipped.
Route management
See every delivery route on a live map, compare workloads across drivers, and move customers between routes with drag-and-drop confidence. Route optimization builds efficient stop orders for you, and coverage views show exactly where your service areas overlap or leave gaps.
SCREENSHOT: ROUTE MAP + WORKLOAD COMPARISON
Customer lookup
Search across thousands of customers by phone, name, or address and get answers in milliseconds. Account details, service history, and route assignment sit on one screen, so calls get answered while the customer is still on the line.
SCREENSHOT: CUSTOMER SEARCH RESULTS
Reporting
Built-in reports cover revenue, route performance, customer retention, and more. Export any view to CSV, produce branded PDF reports for stakeholders, and schedule recurring deliveries straight to your inbox on a daily, weekly, or monthly cadence.
SCREENSHOT: REPORT DASHBOARD + SCHEDULED DELIVERY
Customer insights
Economic value scoring and spending-trend analysis rank your book of business, while cultivation tracking measures how new-customer outreach converts. Spot your best customers, your fading ones, and the neighborhoods worth a second route.
SCREENSHOT: INSIGHTS + VALUE SCORING
One tool, three seats
Managers
Route creation, workload distribution, and reporting from a desktop-first command view.
CSRs
Instant customer lookup and route assignment from a mobile-first screen built for the front counter.
Drivers
Customer info and delivery confirmation in the field, designed for one-handed phone use.