Documentation

Routes & mileage

Automatic route clustering and mileage tracking for tax and reporting.

See the feature overview

What it is

The app auto-routes your scheduled jobs geographically and tracks mileage for tax and reporting.

How it works

  1. Scheduled jobs cluster by zip and are color-coded on the schedule.
  2. Mileage is calculated automatically: HQ → Jobs → HQ using Google Maps distances.
  3. The mileage log is shared across the team — entries show as unconfirmed until you confirm them.
  4. You can also add manual entries.

The Mileage page

  • Date range across the top: Today, This Week, This Month, plus a Custom range button with quick picks — year to date, this year, last month, any quarter — or your own start and end dates.
  • Three summary cards: Total Miles for the range, Confirmed miles you've signed off on, and Tax Deduction — your miles multiplied by the current standard mileage rate.
  • Below that, trips are grouped by day, each showing how many stops it has and a Pending or Confirmed badge.

Reviewing a day's trip

  1. Tap the day's entry to open the stops.
  2. Tap Auto-calc (or Recalc on a confirmed entry) to look up real driving distances between stops.
  3. Check each leg — you can type over the miles for any leg if you know better.
  4. Tap the + between two stops to Add Stop here, useful for a parts run or a detour. Enter a label, an address, and the miles from the previous stop. There's a Back to HQ shortcut for return legs.
  5. Remove a wrong stop with the trash icon; the app recalculates and asks you to confirm first.
  6. When it looks right, confirm the entry. Confirmed entries collapse out of the way but can still be recalculated.

Exporting for taxes

Tap the download icon at the top of the page — Export PDF for taxes. It uses whatever date range you currently have selected, so pick the year or quarter first.

Good to know

  • Trips only appear once you have appointments scheduled. If the page is empty, it points you to your schedule.
  • Entries start as Pending on purpose — the app never assumes its numbers are final.
  • Your home base address is set in your business settings. If it's wrong, every route will be wrong; admins can update it.
  • If a distance lookup fails you'll see a short message and can tap Calculate again — nothing is lost.
  • To delete a whole day's entry, swipe the card and tap delete.

Where to find it

Desktop: sidebar → Mileage. Mobile: More → Mileage.