Help
Everything a tenant is never told, written down.
Four guides, kept accurate to the product as built. Signed in? The same pages live under Docs in your workspace, with links that open the page you need.
Guides
- How RouteDeck works: the life of a lead
From the moment a lead arrives to the invoice that pays for it: intake, completeness, the tier ladder, delivery, Catchall and Falloff, returns, orders. Every status word defined.
- Setting up your workspace
The order to do things in so the first lead routes: fields, a buyer with a delivery method, a tier, a source. A shorter list for CRM workspaces, and what only RouteDeck can change for you.
- Frequently asked questions
Short answers to the questions tenants ask: routing, delivery, returns, money, roles, branding, imports, the real-estate tools, and the demo.
- Settings reference
Every settings page in one list: what it changes, who can save it, and what to watch out for when you change it.
See it working
Open the demo workspace: a throwaway real-estate CRM seeded with clients, listings and a pipeline, built just for you and removed when you leave.
Ask a person
Inside your workspace, every page's Docs link and the Notifications inbox are the fastest way to us. Trust, privacy and terms are on their own pages: Security and Trust, Privacy, Terms.