fwdlink
CRM with route planning for field days
Your public page and CRM close the job. Route Planner addon maps today’s stops so crews drive a clearer order.
From the field
Contractors running page + CRM on one link
Page + CRM · Route Planner addon
Quotes and invoices in CRM. Stops on a map when you need them.
FWDLink is the business page that captures leads, then estimates, schedule, work orders, and invoices in one workspace. Route Planner is a separate $19/mo add-on — not bundled in Pro or Business — for multi-stop field days.
How it works
Schedule the work. Plan the drive. Run the job.
CRM owns the money loop. Route Planner owns the stop order for the day.
01
Capture & quote in CRM
Leads land from your public page. Send estimates, schedule the visit, keep work orders on the same client file.
02
Build today’s stop list
Open Route Planner (Business → Route Planner, or Schedule → Map). Add stops with label, address, and notes — or import from Schedule and addressed work orders.
03
Order, optimize, navigate
Reorder stops by hand, pin start and end, or run Optimize (Mapbox Optimized Trips, up to 12 stops). Open Google Maps, Apple Maps, or Waze when you drive.
04
Close the job in CRM
Between stops, open the work order and invoice from the same workspace — route planning doesn’t replace the CRM loop.
A sales CRM that still fits the truck
FWDLink starts as the page clients open. Inside: pipeline, estimates, schedule, work orders, and invoices — built for lawn, cleaning, and trades crews who bill from the field.
Public page front door
fwdlink.com/you for quotes and contact — leads stay in the workspace.
Quote → job → invoice
Same client file from estimate acceptance through pay.
Schedule in CRM
Schedule visits on the calendar; Route Planner can import those stops when you’re ready to drive.
Route Planner addon — map the day
Paid add-on at $19/mo (plan key route_planner). Enable under Business → Add-ons, open /business/route-planner, or use the Schedule → Map tab upsell. Not included in Pro or Business base plans.
Stop list + Mapbox map
Label, address, and notes per stop. Numbered pins and a driving line on the map.
Types that match the day
Jobs, Appointments, Deliveries, and more — not only service calls.
Import from Schedule
Pull calendar events and work orders that already have addresses.
Reorder by hand. Optimize when it helps.
Drag the stop order that fits your crew. Pin start and end. Optimize uses Mapbox Optimized Trips — up to 12 stops, with first and last kept fixed when possible. Beyond 12, plan and reorder manually.
Manual control first
Move stops up or down anytime — you know the neighborhood and the crew.
Optimize ≤ 12 stops
One clear limit: Mapbox Optimized Trips, not unlimited multi-vehicle routing.
Navigate in apps you already use
Open Google Maps, Apple Maps, or Waze for the next stop or the day — FWDLink is not in-app turn-by-turn.
Save the route. Share the link. Filter for crew.
Route Records save the day’s plan. Share a public link when someone else needs the stop list. Crew roles can see assigned stops — not a live dispatch board or GPS tracking.
Route Records
Save and reopen the day plan from Business → Route Planner.
Public share link
Send the stop list without handing over full CRM access.
Assigned-stop filter
Helpers and workers focus on their stops — not every pin on the map.
Built into CRM Schedule → Map
Plan routes where you already schedule jobs. Without the add-on, the Map tab shows the Route Planner upsell; with it active, you plan stops beside the calendar.
Same workspace
Leads, jobs, and routes stay under one FWDLink business.
Field-friendly loop
Drive the map app you like; invoice from the phone when the stop is done.
For lawn, cleaning, and trade crews
Multi-stop mornings are the point — not a fleet command center. Pair Route Planner with landscaping or cleaning invoice flows when you bill the same day.
Landscaping invoices
Design, install, and maintain — then map the visit order.
Cleaning invoices
Recurring stops across neighborhoods — import the day’s jobs and order the drive.
Work orders between pins
Open the field work order and finish the invoice without leaving the CRM.
Route planning sits beside the money docs
After you arrive, the CRM still owns estimates, work orders, and invoices — Route Planner only ordered the drive.
Pipeline → schedule → route
Won leads become jobs; jobs become stops when you import the day.
What this is not
Not live GPS tracking, multi-vehicle dispatch, or unlimited optimization beyond 12 stops.
Start free on CRM. Add Route Planner when days get multi-stop.
Starter covers your public page and core CRM loop. Route Planner is a $19/mo add-on — cancel anytime from Billing. See Plans for seats, storage, and online pay fees.
See Plans & feesFrequently asked questions
- What is a CRM with route planning on FWDLink?
- Your FWDLink page and CRM handle leads, quotes, jobs, and invoices. Route Planner is an optional $19/mo add-on that maps the day’s stops, lets you reorder or optimize (up to 12), and opens Google Maps, Apple Maps, or Waze for navigation.
- Is Route Planner included in Pro or Business?
- No. It is a separate add-on (plan key route_planner). Buy it under Business → Add-ons, from /business/route-planner, or via the Schedule → Map upsell.
- Does FWDLink do live GPS tracking or multi-vehicle dispatch?
- No. Route Planner is day stop planning: list, map, reorder/optimize (≤12), save, share, and hand off to an external maps app. It is not a live dispatch board, GPS tracker, or multi-vehicle router.
- How does optimize work?
- Optimize calls Mapbox Optimized Trips for up to 12 stops and keeps first/last fixed when possible. For more stops, reorder manually. Turn-by-turn stays in Google Maps, Apple Maps, or Waze.
- Where is the thinner feature page?
- Product feature notes live at /features/route-planner. This page is the full CRM + route planning SEO guide.
Claim the page. Add routes when the day is multi-stop.
Start free with page + CRM. Enable Route Planner for $19/mo when you need today’s stops on a map.