Perform perfect Walkthroughs with the Walkthrough Builder

Ready to take the first step to closing a deal? It all begins with the Walkthrough! This is your chance to impress clients and digitally record information about their location so you can create accurate bids. Perform Walkthroughs with your mobile device anywhere with Route's offline mode. Never lose your notes again by having a digitized Walkthrough that you can share and reference anytime you need it. 

Always meet client expectations by having a perfect digital breakdown of a client's location with photos, square footage, floor types, fixture counts, and hot points.

Note: Walkthroughs are only performed on the mobile app.

Benefits of the Walkthrough Builder

• Allows you to create a digital record of your Walkthrough that you can share via text message or email.
• Walkthrough data carries over into the Estimate Calculator for increased bidding accuracy.
• Walkthrough photos, notes, square footage, and fixture counts can be imported into the Proposal Generator to stand out to clients.

Key Elements

💼 Clients

• This is the business name of your prospective clients. Every Walkthrough requires a client to be created first. 

🏢 Locations

• The address of the client's building. Route supports clients with multiple locations.

💪 Category

• These are the services that the client is requesting. You can add as many as you need to your Route account.

🏨 Location Types

• Route has multiple types of locations that you can select for your Walkthrough. Ranging from healthcare facilities to offices we have it all! These location types provide you with pre-populated areas that you can use on your Walkthrough so you do not need to create them from scratch.

📍 Areas

• These are the rooms that appear on your Walkthrough based on the selected location type. You can always create your own or rename the ones in the list. This is where you enter photos, square footage, floor types, fixture counts, and hot points.

Ready to try it out?

Let's create a Walkthrough 🎉