Getting started
Welcome to Cool Route. This section walks a shop owner from first account through inviting the crew and putting the app on a phone.
The product lives at app.coolroute.app. The marketing site is coolroute.app.
What you will do
Section titled “What you will do”- Create an owner account with your company name.
- Confirm your email, then subscribe (see billing).
- Set company defaults (tax, inventory mode, shop address for routing).
- Invite technicians.
- Log in and install the app on office and truck devices.
Roles in one sentence
Section titled “Roles in one sentence”| Role | Typical person | What they see |
|---|---|---|
| Owner | Shop owner | Full office tools, team, invoices, billing |
| Admin | Office manager | Same office tools as owner |
| Senior technician | Lead tech | Company jobs and customers, can convert estimates, van + warehouse stock |
| Technician | Field tech | Their jobs and schedule, van stock (when inventory is on) |
Details: Team & roles.
Demo data
Section titled “Demo data”Demo HVAC Co is sample data for sales and internal demos. It is not a public trial login. This guide never publishes demo passwords.