MarineOps Help
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Help Center β€Ί Road Calls & Scheduling

Running Road Calls

My Route, En Route and On Site updates, and invoicing at the campsite.
Included in: Every plan

A road call is a job you do at the customer's boat β€” at their home, a campground or a storage lot. MarineOps books it, sends the tech with directions, keeps the customer posted, and lets the tech finish and get paid right there.

Set up road calls once

Under Settings β†’ Shop Config β†’ Road Calls:

  • Tech starting point β€” your shop address, or each tech's home address.
  • Routing mode β€” run calls in the order you set, or let Google plan the order.
  • Travel fee β€” none, a flat fee per call, tiered by engine hours, or per mile; and whether engine hours is figured from the shop or from the last stop.

Save frequent locations β€” boat parks, campgrounds, storage yards β€” under Settings β†’ Saved Locations so you can pick them instead of typing addresses.

Book a road call

  1. Create a repair order and choose πŸ“ Road Call, or book a Road Call appointment from the schedule.
  2. Enter the service address β€” and the site or space number at a campground.
  3. Pick the date, time and tech.

Dispatch

On Schedule β†’ πŸ—ΊοΈ Dispatch you'll see today's road calls by tech and any coaches waiting for dispatch. Dispatching a call puts it on the tech's My Route and emails the customer that they're scheduled.

On the road: My Route in the tech app

The tech opens My Route in the tech app and sees today's calls in order. Each call moves through:

Tech tapsWhat happens
En RouteMaps opens with directions, and the customer gets an "on the way" email
On SiteThe office sees the tech has arrived
CompleteThe job is done β€” the Job Complete screen opens

From Job Complete, the tech can view the work order, πŸ’³ Collect Payment right there (Tap to Pay through Square), or πŸ“§ Send Invoice Link so the customer pays online later.

The status of each call shows on the dispatch view and the RO the moment the tech taps it, so the office always knows where everyone is in their day.
Still stuck? Send us a message (or email [email protected]) and tell us what you were trying to do β€” we answer within one business day.