FieldRoutes / PestRoutes -

• Overview: FieldRoutes started out as PestRoutes, which was focused on B2C mapping for pest control. The ServiceTitan acquisition of FieldRoutes brought the capabilities of the field service software together with the capabilities of B2C Sales Mapping Software, and has positioned FieldRoutes as a strong B2C mapping solution. If you are managing a team of sales reps that sell to houses door to door, FieldRoutes should be on the shortlist of providers you evaluate. 

ServiceTitan, the software leader for businesses who service homes, who filed for IPO at $18 billion in early 2022 brought a ton of functionality and capability to the B2C space, where all the other products are made by small companies with fewer resources. With FieldRoutes, track your assets in the field, build routes, write up estimates, put together digital work orders, text with customers, appointment reminders, payment processing, signatures, submit financing applications, rich data on households for insights and upselling, call center tools to support the field, full suite of marketing software focused on selling to the home, custom pricing development in the field, automated notifications and billing, dispatching, job status tracking, profit optimization, scheduling, payroll, bonuses, commissions, overtime calculation, timesheet tracking, approval tracking, accounting integrations, invoicing, receipts, refunds, reporting, job costing, inventory management. All available in a modular fashion so you just get what you need for your team in the field. 

Now that FieldRoutes has been combined with ServiceTitan, our prediction is that there will be some shakeup in this category as the other companies merge or get pushed out in the wake of these developments.

• Reference Customers:  Rooter Hero, Mr. Electric, Guarantee Plumbing & A/C, Go Green Environmental Services, Lee's Air, Best Home Service, J&J Air, Ensec Pest & Lawn, Aruza Pest Control, Armed Force Pest Control, Green Pest Services, More case studies here.

• Potential Issues: The ratings for the old Pest Route App on Android were not good. We’re guessing Android was not a focus area for them as they were historically focused on USA based customers. But with the updates from ServiceTitan, we expect that they will be more globally focused and upgrade their Android Apps. But if you are an international team or planning on using the Android App, we’d definitely recommend giving that a thorough evaluation. 

• Demo: Merger video here, Demo of pre merger product here, Full youtube channel here

• Published price: here

SalesRabbit -

• Overview: Since 2013, SalesRabbit has been focused on helping B2C, Door to Door sales teams improve their processes of selling to homes. Their CEO had a background in D2D pest control sales, and believed that applying technology to get better technology into the hands of D2D sellers would help reduce the clumsiness of the sales processes that were in place. 

SalesRabbit has mapping to help figure out which areas of the neighborhood to focus your team's efforts on, rich demographic data about the people that live in the houses that the sales reps will be knocking doors on (called DataGrid AI), lead management tools to track your funnel, painless e-contracts, signature capabilities, GooglePlaces Data to generate leads and routes to the businesses in the neighborhood, New Mover leads that show who is new to the neighborhood (some of the best leads around as new home occupiers are great leads), geographic mobile advertising so that you can advertise to the mobile phones in a neighborhood before you knock the doors, weather and storm data to overlay on a neighborhood to show who may have roof damage, home damage, or need remediation, presentation and proposal software to help your reps show visual aids, and team management capabilities to help your managers track what’s going on with the feet on the street. This App has a focus on generating new business in a neighborhood, but to compete with FieldRoutes by ServiceTitan on the full customer lifecycle, they have a lot of features to catch up on. 

• Reference Customers: Caliber (case study here), Sunrun (case study here), National DIRECTV dealer Now Communications (case study here), Elite Home Security, Summit Solar, More References here

• Potential Issues: There have been complaints and frustration about the mobile App on the iphone being difficult to use and buggy, but the reviews on the Apple App Store are generally good and there are a lot of reviews. More complaints about the Android App where they are only rated a 3.9 (with a strange pattern where people seem to love it or hate it, we couldn’t figure out why that was or if there was a pattern). There have been complaints that they are hard to get a hold of when you need help. Complaints of the App losing data. Some complaints that the data from their data product is outdated (but that is likely true of every data product). More issues outlined in more detail here. 

There was some advice from past users that even though everything looks great in the demo, they have struggled with parts of the App not working well. Also, some people noted that at conventions they give away free stuff in exchange for good reviews, so the actual scores need to be taken with a grain of salt (as reviews for anything do). Some complaints about there being a discrepancy between what is promised when you’re talking to the sales rep vs what you actually get when you purchase. Bottom line, like every other product in this analysis, definitely field test this App with your team in the field before you commit to anything.

• Demo: Demo here. Youtube channel here

• Published price: here

OptimoRoute -

• Overview: OptimoRoute helps your team in the field plan their time, build their route, calculate working hours to reduce overtime costs, maximize your teams productivity and minimize constraints, know the specifics details and instructions of the place they are going, prioritize and put time windows around home visits, do live tracking of your assets in the field, communicate with customers with text and email, update people in the field on their mobile device, capture signatures, automate feedback requests from customers, do multi-day planning, workload balancing, field visit coordination, collect breadcrumbs on where your field workers went and when, run analytics on your teams performance to enhance management, and collect data from the field. 

• Reference Customers: Gallagher Pools and Spas (case study here), Telgian (case study here), Eldum Rett (case study here), Hardies (case study here), SafetyKleen, Griffin Pest solutions, Southern Star (case study here), ClearResult, Unilever, Commercial Works Moving and Storage.

• Potential Issues: There have been challenges reported with getting support in a timely manner. Challenges with the routing features also reported. From the complaints about the quality of the maps and the routes, they likely aren’t using the premium providers of Mapping and Routing APIs in the app. Some general usability issues. 

This App has more sophisticated routing capabilities than other apps that enable B2C and door to door selling (other than FieldRoutes which is also strong there). There is some overlap with some capabilities found in the Trucking and Fleet Management App Category. They have less data and marketing capabilities than some of the competitors. Like others in this category, to compete with FieldRoutes by ServiceTitan on the full customer lifecycle, they have a lot of features to catch up on. 

• Demo: Demo here. Full YouTube channel here

• Published price: here

Spotio -

• Overview: Spotio helps field sales teams raise their performance in the field with their mapping software that can autolog information gathered from the team, track activities across channels with templates for emails, calls, and texts, give sales managers visibility into field activity in Real-Time, integrate with CRM, ERPs and other tools, give live trainings to your team in the field, map sales territories to eliminate territory overlap, optimize routes, create recurring routes, save documents and photos, see where your sales team went with breadcrumb tracking, get leads, insights, and contact info of the residents or owners of the doors you are knocking, know when the home was last purchased, know the age and credit capacity of the residents, know if the residents are Eco-friendly or not (Companies selling solar to homes is a key industry for them, and they are the only company to advertise this feature), find nearby businesses and their data with Google Places, assign leads to your reps by territory, display and analyze data like how prospects are moving through sales stages. 

• Reference Customers: Trinity Solar (case study here), Salient (case study here), iPOS (case study here), Zerin (case study here), STORM GAURD (case study here), Longmont Dairy Farm (case study here), Tier Mobility (case study here), Mechanical Solutions (case study here), (case study here), ES Solar (case study here), Applied Solar (case study here), Livolt (case study here)

• Potential Issues: There are complaints about customer support. Also complaints that the App is laggy and buggy in the field. Syncing issues have been reported across different platforms. Complaints about useability and the layout being confusing for the sales people to use. Complaints about data saved into the mobile App disappearing. From some of the feedback, it seems like this App is not as customizable as some of its competitors in this category. Complaints that they are missing basic security features.

Strangely, there are a lot of people that liked the old App that find a lot of fault with the new app, usually upgrades are improvements, but a lot of their positive reviews are old and their negative reviews are new. This is not what we usually see, normally apps and reviews improve over time, and we suspect this may be an indication that Spotio is pushing hard to get out the capabilities to compete with FieldRoutes and SalesRabbit, the larger companies in this category, but we have no way of knowing how this strange behavior occurred. But like the others here, to compete with FieldRoutes by ServiceTitan on the full customer lifecycle, they have a lot of features to catch up on. 

• Demo: Demo here. Full youtube channel here

• Published price: They do not publish their prices, but you can talk to a sales rep to get them. Plan descriptions here. 

Canvass -

• Overview: Canvass is a mobile first company focused on the residential sales market servicing industries like Home Services, Pest Control, Roofing, Security and Solar. Canvas helps B2C sales reps in the field to gather data, map and route their prospects, collect data and statistics on activity in the field, provide Real-Time visibility into the sales reps activities, help sales managers understand who is experiencing success and who needs help, provides leaderboards, map territories and assign territories and leads to reps, increase prospecting success, gamification of the sales activities to increase rep engagement, pipeline management, pipeline visibility and reporting, CRM synching to minimize doublework, schedule and appointment management, and territory optimization and assignment. Helps coordinate the team in the field to not overlap on houses to increase efficiency. 

• Reference Customers:  None Listed

• Potential Issues: There have been complaints around having a difficult time getting started in the app(getting set up with the right company was a challenge), but fewer complaints once people are already set up in the app. We didn’t see anything that would trip a lot of people up in the on-boarding, so maybe this has been fixed. If you are deploying a team, keep an eye on the initial sign up and that everyone has the right code to make sure your reps can do that initial login. 

Requests for more customization and flexibility within the app. There have been more complaints about the Android App and a few people who had used both liked the Apple App better.  

• Demo: here

• Published price: They don’t publish their pricing, but you can talk to a rep here. 

Routzy Smart Service -

• Overview: Routzy is one App that is part of the Smart Service Suite which consists of: Routzy is a mobile CRM and contact management system for field sales and field services, Smart Service is a job scheduling software, and iFleet helps manage your service team in the field. Routzy helps reps track deals, prospects, and customers through the sales cycle. They help reps give presentations in the field and draw up comprehensive quotes for customers in Real-Time. Schedule estimates and sales calls to dispatch to your team. Automatically generate activity reports to understand what is going on in the field. Streamline data acquisition from the field and use digital forms with e-signatures to minimize paperwork and access what you need when you need it. Track your customer relationships with the follow up tracker. 

• Reference Customers:  None Listed

• Potential Issues: There were some complaints about the structure of the databases being unfriendly to work with. Also complaints about the database losing data and the sync with quickbooks causing issues. These complaints may be only relevant if you are using quickbooks desktop version, while if you are using quickbooks online you would be fine. 

There are complaints that to get certain things to work, you have to pay for customer support to set up custom things. Some people also weren’t happy with the ongoing fees for support and updates. There have been complaints about their integrations with other software. Many of the complaints seem to be around specific uses of the software, so our advice on this app, like all of them, is to try before you buy in a live environment with all your data, even if you have to buy it month to month to do that.

• Demo: Demo video here. Full youtube channel here. Company description video is here  and it's genuinely pretty funny, the analyst guy figuring out routes with a paper map probably belongs on SNL.

• Published price: here

(Sales Mapping Buyers Guide)