Phone App Manual âē Time & Road Calls
Road Calls & My Route
Your road calls for the day: En Route, On Site, Complete.
Included in: Every plan
A road call is a job at the customer's boat â at their home, a campground or a storage lot. My Route shows the road calls assigned to you, in order, and keeps the customer and the office posted as you go.
Your day
- Tap the My Route tab. It opens on today.
- Use âš and âē at the top to look at other days, and the refresh button to pull in changes from the office.
- Each call shows the customer, the boat, the address (and campsite number), and its status.
Moving through a call
The button on each call shows the next step. Tap it as you go:
| Tap | What happens |
|---|---|
| En Route | Maps opens with directions to the boat, and the customer gets an "on the way" email |
| On Site | The office sees you've arrived |
| Complete | The job is done â the Job Complete screen opens |
Every tap shows up on the dispatch board and the RO right away, so the office always knows where you are in your day.
Job Complete: get paid on site
- đŗ Collect Payment â opens the invoice so you can take payment right there (see Taking Payment).
- đ§ Send Invoice Link â emails the customer a link to pay online later.
- đ§ View Work Order â opens the repair order.
The invoice is made from the repair order. If the office hasn't created one yet, the app tells you No Invoice â ask them to invoice the RO, or create it yourself from the RO if your login allows.
To work on the boat itself â clock in, notes, photos â tap View Work Order âē on the call. On a road call RO, đ Road Call â Tap to Begin Diagnostic moves the job to diagnosis once you're on site.
Still stuck? Send us a message (or email [email protected]) and tell us what you were trying to do â we answer within one business day.