Help Center
Getting started with RouteWrk
Everything you need to go from sign-up to your first working ticket. Can't find what you need? Contact us. That's our one support channel today.
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Log in
Sign up at /signup to start your own organization, or accept the invite an org owner or admin sends you to join theirs.
Set up a workspace
One workspace maps to one process: Work Orders, Accounts Payable, Support, and so on. You can create as many as you need; the free tier caps at 3 workspaces per org.
Pick a template (optional)
The Template Gallery ships a ready-made workflow, fields, and classification rules per industry. Starting from a template and customizing is faster than starting blank.
Connect email
Go to Settings → Email and connect Gmail. You'll need to approve every permission requested in the OAuth consent screen; a partial grant is rejected.
Until email is connected, any email step in a workflow parks politely and waits. It won't fail the ticket.
Build a workflow
On the workflow canvas, drag nodes from the palette and connect their handles to route work. Every workflow needs at least one trigger: Manual, Email, or Automation.
Work tickets
Work from the Kanban board or the Tickets list. Approvals, checklists, and await-reply steps show up as action buttons directly on the ticket, so there is no separate queue to check.
Keyboard shortcuts
Worth learning early:
Command palette
Settings
Help
Coming soon
Understanding gates: approvals, checklists, await-reply, and how to unstick a ticket
SLA policies: opt-in, org-wide with per-workspace override
Still stuck?
There's no live chat or ticket SLA yet, but a real person reads every message that comes through.
Contact us