Get Started

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

Prerequisites: Root Mobile Web App Setup Required

The mobile app works in conjunction with the Root Mobile web app. 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 Root Mobile 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 Root Mobile 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.

Once you’ve completed the Root Mobile 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

6. Log In with Your Credentials

Use the same login credentials you created for the Root Mobile 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)

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 Root Mobile web app’s route dashboard will appear, even if they don’t have specific orders for that day.

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.