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Root Mobile Root Mobile Training

Root Mobile Training

Step-by-step guides for the Root Mobile web app, Root Mobile (Field Sales), and Root Warehouse (Order Fulfillment).
Root Mobile web app guides Mobile app guides

Root Mobile Web App

Section titled “Root Mobile Web App”
Sign Up Create your Root Mobile account and configure your profile.
Import Customers / Products Upload customer and product data via CSV or add them manually.
Build Routes Create delivery routes, assign customers, and optimize stops.
Add Orders Create, schedule, quote, pick, and invoice orders.

Mobile Apps

Section titled “Mobile Apps”
Root Mobile (Field Sales) Start-of-day setup, route optimization, order creation, invoicing, and end-of-day sync.
Root Warehouse (Order Fulfillment) Warehouse fulfillment workflows. Guides coming soon.

Help and support

Section titled “Help and support”

Offline access

Use Save or print PDF at the bottom of any page to save a clean copy for offline reference.

Opens your browser’s print dialog—choose “Save as PDF.”