RouteTrak connects via GHL's official OAuth 2.0 flow. Click "Connect to GHL" on the homepage, select the sub-account you want to connect, approve the permissions, and you're done. RouteTrak never stores your GHL password — only a secure access token that GHL issues.
RouteTrak requests read access to your contacts, calendar appointments, and user list. It also requests write access to send SMS messages via GHL conversations. It does not access pipelines, payments, funnels, websites, or any other GHL data.
RouteTrak uses OpenAI to score each job by urgency, appointment time, and job type. It then applies a nearest-neighbour TSP algorithm to find the most efficient driving order, and k-means clustering to split stops between multiple techs. The result is a route that minimises total drive time while respecting time windows.
RouteTrak flags contacts with missing or incomplete addresses. Use the built-in Address Fixer tool (Contacts → Fix Addresses) to automatically geocode and write missing postcodes and cities back to GHL. Contacts without addresses are skipped during route optimisation and shown with a warning.
Yes. The route optimiser splits stops across as many techs as you have set up. Each tech receives their own route card and SMS with a direct Google Maps link. The Live Dispatch view shows all techs' real-time check-in status on one screen.
RouteTrak sends SMS messages via Twilio using your own Twilio account and phone number. Each tech gets a message with their stop list, ETAs, and a Google Maps link that opens their full route ready to navigate. You control the Twilio account and number, so you own the sender relationship with your techs.
Currently RouteTrak is designed as a GHL plugin. Standalone SaaS support — with manual stop entry and CSV import — is on the roadmap. If this is important to you, email us at support@routetrak.com and we'll let you know when it launches.
Inside the RouteTrak dashboard, click the Teams tab in the sidebar. First create your Service Types (e.g. HVAC, Plumbing, Electrical), then create Teams within each service type, then add Trucks/Techs to each team. Once set up, the route planner shows filters so you can plan routes by service type and team separately.
Yes. All data is encrypted in transit (HTTPS/TLS). GHL tokens are stored in an encrypted Postgres database and never exposed to the browser. Google Maps API keys are served server-side only and never included in client-side JavaScript. See our Privacy Policy for full details.
Go to your GHL account → Settings → Integrations → find RouteTrak and click Remove. This revokes the access token and removes RouteTrak from your account. Your data in RouteTrak is deleted within 30 days per our data retention policy.