Wholesale Payments Wholesale Payments

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Your team

Create a team and share its join code with your reps, or enter the code your manager sent you.

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Settings

Team & account

Team
Share this join code so reps can sign in and join your team.
Join or create another team
Signed in as
Signing out keeps your team's data on the server; anything this device couldn't send yet stays here for your next sign-in.

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Theme
For every section, on this device. Auto follows the device.

Sync & updates

Team data
App

Routes

Route PDF
All six days for the agent that's open in Routes
Agents
Each agent's territory, manager, Auto-generate and import are in their profile: tap the agent in Routes.

Appointments

AppUpload

New agent

They’re added when you tap Done. Their route can be built from their profile.

Agent profile

Agent
Route settings
Changes save automatically and flow into this agent’s route and PDF.
New territory list
Search by
Enter a ZIP or a city in Route settings — you only need one, and whichever you typed last is selected above. Auto-generate builds the full 6-day route, 25 small businesses per day at or under the review cap, with public owner contact info when available (hosted site only). Or tap a search below and paste one business per line — “owner: Name”, their cell, and email are picked up automatically.