Follow cash and checks from the technician's hand to the bank, and end each day with a short list of anything that wasn't finished, wasn't billed, or was declined.
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When a technician takes cash or a check, BlazeRoutes records who collected it. The office sees every technician holding money and how long they've had it — amber after a business day, red after three. After hours, technicians mark payments dropped off; in the morning the office receives them, checks off what's in the folder, and counts the cash. Anything that can't be found goes back to the technician, flagged. A cash shortage is noted on the hand-off and never touches a customer's balance.
Pick the received payments going to the bank and start a deposit. Print the deposit slip with the cash total and each check, then mark it deposited with the date, the account, and the bank's reference. A deposited deposit locks; if the bank's figure doesn't match, reopen it and the audit log notes that you did.
Daily close lists what a day still needs: stops that weren't finished, completed stops with no invoice or payment, and declined cards. Fix each one, or explain it — a courtesy visit, or billed on another invoice. The day's totals show what was billed and collected, with the invoices and payments behind each number. Close the day with a note. A day with nothing open closes itself overnight, and if something changes after close, the day shows it until someone reviews it.
Every BlazeRoutes feature is included at every size — there are no tiers and nothing to upgrade to. See pricing →
Only cash and checks. Card payments reach your bank through your payment processor, and ACH and Venmo payments go straight to your account, so there's nothing to carry.
Record the difference with a note when you receive the hand-off. It's saved with the hand-off and carried into the deposit, so the deposit matches the cash you actually counted. The customer's balance doesn't change.
No. Someone else in the office has to receive the payments a person collected.
No. A day with nothing left to resolve closes on its own overnight. You only open the days that need something.
Service history, balances, documents, and conversations all live on the customer record. Whoever picks up the phone has the whole picture in front of them.
Learn more →BlazeRoutes sequences each technician's stops into the shortest driving order, shows you the before and after side by side, and changes nothing until you say so.
Learn more →Drag work onto a technician's day and watch the route redraw. Service plans keep track of who's due next, so the work comes to you instead of living in someone's head.
Learn more →Invoices, payments, credits, and refunds live on one ledger per customer — with cards on file and a portal your customers can pay from without calling you.
Learn more →On-the-way texts, receipts, and schedule changes go out on their own, and reminders and late notices go to a whole list in a few clicks — from templates you write once, in your own voice.
Learn more →Technicians run the route, log what they applied, photograph the work, and take payment from their phone. The service record saves on the device and syncs itself when signal comes back.
Learn more →Ask a plain question about a customer, a route, or a balance and get the answer from your own records. It also sends the morning numbers and each technician's route briefing on its own.
Learn more →Reps knock from a map of every address in your area and sign customers up at the door. The office draws territories, works the follow-ups, and sees which reps and areas are selling.
Learn more →Start your free trial today — no credit card required.
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