Get Started

Before you can use the Root Mobile app, you'll need to complete several setup steps in the web application. Follow this checklist to ensure your mobile app experience is seamless and fully functional.

Prerequisites: Web App Setup Required

The mobile app works in conjunction with the web application. You must complete these steps first:

Visit app.rootmobile.net to create your Root Mobile account.

Complete the registration process
Verify your email address
Set up your company profile

Need help? Follow the detailed Sign Up guide in the Web App section.

2. Import Customers and Products

Your mobile app needs customer and product data to function properly.

Import your customer list
Upload your product catalog
Set up pricing and inventory

Need help? Follow the Import Customers/Products guide for step-by-step instructions.

3. Create Routes and Trucks

Set up at least one delivery route and truck before using the mobile app.

Create your first route
Add truck/vehicle information
Assign customers to routes

Need help? Follow the Build Routes guide in the Web App section.

4. Add Users (Optional)

If multiple people in your company will use Root Mobile, add them now.

Invite team members
Set user permissions
Assign users to routes

Need help? Follow the Add Users guide for detailed instructions.

Mobile App Installation and Login

Once you've completed the web app setup, you're ready for the mobile app:

5. Download the Mobile App

Get the Root Mobile app from your device's app store:

iOS: Download from the App Store
Android: Download from Google Play Store

Use the same login credentials you created for the web app:

Enter your email address
Enter your password
Select your route (if you have multiple)

You're Ready to Use the App!

Congratulations! Your Root Mobile app is now set up and ready to use. You can now:

View your daily route
Access customer information
Create orders and invoices
Optimize your delivery route

Start of Day

Once you've logged into the mobile app, you'll begin each day by selecting your route configuration on the Start of Day screen. This is where you tell the app which route you're running and when.

Start of Day Screen

Selecting Your Route, Truck, and Start Date

On the Start of Day screen, you'll need to configure three key settings:

Route: Select which delivery route you'll be running today
Truck: Choose the vehicle you'll be using for deliveries
Start Date: Pick the date for your route (typically today, but you can choose another date if needed)

Flexible Date Selection

You can choose any start date - not just today's date. This is useful for planning future routes or catching up on previous days.

What Will Appear on Your Itinerary

Based on your route and start date selection, the app will automatically populate your itinerary with:

1. Orders with Matching Delivery Dates

The app will pull any orders that have been:

Assigned to your selected route
Have a delivery date that matches your selected start date

2. Route Customers

All customers that have been directly assigned to your route through the web app's route dashboard will appear, even if they don't have specific orders for that day.

How Start of Day Populates Your Itinerary

The Start of Day process pulls two types of stops:

Outstanding Orders: Orders assigned to your route where the order's delivery date matches your selected start date
Route Customers: Customers directly assigned to your route via the web app, regardless of whether they have orders

This ensures you have a complete picture of all the stops you need to make, whether they're specific order deliveries or regular customer visits.

Next Step

Continue to: Optimize Route - Learn how to optimize your delivery route for maximum efficiency.