Android MobileLink Training Guide
General Information
This is a training document for:
• Application: MobileLink
• Delivery System: Route Planner
• Phone Operating System: Android
NOTE: All training screenshots were taken from a Samsung Galaxy 4S. Exact format of the various phones might differ.
Phone Requirements:
• Android Operating System
• OS 4.2 or higher (the newer, the better)
• Data and phone plan enabled
Usage details:
Data and phone usage will depend on the amount and frequency of data transmitted per route. Please work with
Dispatch to monitor and discuss any issues. Hundreds of data files are transmitted every day:
• GPS
• Field data
• Pictures
NOTE: Largest files are pictures. Please manage size/resolution on individual device. Please manage number of pictures
taken with Dispatch support.
Expectations:
• Use phone for every delivery
• Track all activity/movements in the phone and report actions in real-time
• Resolve issues in real-time (call Dispatch, if necessary)
• Know your phone (THD will not be familiar with all the various Android phone models)
• Pay close attention to the time windows on each delivery
• Capture POD signature at every stop
• Have GPS enabled 100% of the time while working a route
• If in doubt, capture a paper signature and contact Dispatch (keep backup POD on hand)
• Activate any new phones night-prior to go-live (This will be tested a week or two prior to Go-live with drivers)
Accurate tracking is critical to customer satisfaction
• Customer ETAs are dependent on phone compliance (log activity when it happens to avoid customer getting bad
ETA information)
• Take photo(s) at jobsite
• Enter notes, when missing or skipping stops
• Enter correct info for person accepting delivery (overwrite pre-populated field, if necessary) so that signature
matches customer/contractor name
Important:
• Carrier payment is driven by phone actions
• If the activity is not captured in the phone, you will need to contact Dispatch support
• If you forget to log an activity, call Dispatch for manual tracking
• Keep a charger handy (the battery goes quickly)
•
If you are having issues with the phone and Dispatch is having to manually status on a daily basis, reach out to
THD team
Application Installation and Activation
Download the Application:
1. Turn on phone
2. Download MobileLink application via any one of the following options:
•
Dropbox
•
Email link
•
Text link
•
Hardwire connection to computer NOTE: Dropbox or email is recommended.
Installation Process:
1. Dispatch team will email the file
2. Open web browser on the phone and login to email account (non-Gmail)
3. Open email
4. Click on the “.apk” file
5. Download file
6. Go to Home screen
7. Click on “Apps” icon
8. Search for MobileLink
9. Click on MobileLink
10. Activate app on device
Activation Process:
1. Environment: Production
2. Organization ID: 113455716
3. Device name: your Driver ID
4. Activation Key: The activation key is market specific (It will be provided to you by your Dispatch support prior to
go-live and you will also use to test the log in)
NOTE: 113455716 will always be the Org ID for Route Planner. TRACS has a different Org ID. If you are uncertain as to
which system you are working in (TRACS/Route Planner), contact Dispatch. Please double check the Org ID before
progressing with the activation.
Login Process
After activation, user is directed to the login screen. This will be the first screen the driver sees each day to login with
their ID. The login screen contains some important information: app version, app mode, device name, org id, group
name (aka, market name), driver ID. All except Driver ID will pre-populate. Please be familiar with this screen, as it will
help with troubleshooting. If anything is incorrect, contact your Dispatch support team.
To Login:
1. Click in the box below “Driver ID”
2. Enter Driver ID (ensure no spaces at the beginning or end of the ID)
NOTE: Driver ID will be provided by Dispatch prior to go-live. This will be different from any ID used to login with TRACS.
MobileLink Home Screen
After logging in with Driver ID, user is taken to the app home screen. User will see 4 sections:
• Route – Select to receive route
• Delivery – Driver info and Logout
• Location – GPS location
• Network – Connectivity data
NOTE: User will also see 3 vertical dots in the upper right. Clicking this icon accesses the menu options for that
particular screen. The options will change depending on which screen the user is attempting to access.
•
Menu options for the home screen are: Deactivate and About
NOTE: Driver should familiarize themselves with the menu options for all screens.
Request Route
1. Click on “Request Route” in Route section of home screen (User will briefly see a green bar popup at the top of
the screen stating “Route received”)
2. Once route received, user can view the route overview
3. When ready, user can click on the red bar at bottom to “Start Trip”
NOTE: Menu options are: Abandon and Route Forms (1). Route form allows for tolls (in cents) to be entered.
Working a Route
1. Click on Start Depot
2. Click on Stop Status gray bar in the middle of the screen to Arrive at Starting Depot
NOTE: Menu options within stop allow user to enter Store Delay (in minutes).
4. Complete all pickups at the store stop level.
NOTE: If user needs to complete individual orders (but not all), drill down to order level and complete individual pickups
at order level. Do not “complete” a pickup on the phone for a stop which is not on the truck. It is discouraged to
select “Complete All”, in the instance that the driver misses something that is not being loaded on the truck. Note
that at the domicile store/first stop of the day, the driver will have to pick up, or “Complete” each order on the order
level. If you try to complete everything at the stop level, you will receive a “Manual Complete Disabled” message.
5. Once selected pickups are complete, enter odometer and check pre-trip completed checkbox
NOTE: It is highly suggested that you work the stops in the order that they appear on the phone.
NOTE: If store-loaded orders look to be overweight, contact Dispatch. They will have a better picture of actual product
weight.
6. Go En route to delivery location
7. Select Arrive, Skip or Missed
8. Collect all Field Data
9. Work all stops on the route, paying close attention for any same-day add-ons which might have hit the route
during the day
10. When only the Final Depot remains on the route, user should go “En route to final depot” 11. Arrive at Final
Depot
12. User will receive an “End Route Warning”
13.
14.
15.
16.
17.
18.
19.
20.
Select Submit (User will be taken to Stop Detail screen)
User should leave the phone in this status until 100% done with day
When the driver is done with the day, he should tap on Arrive to move the order to Complete
User will receive a Post Trip Checklist
Fill out the checklist and tap Submit
Logout
Navigate back to the home screen
Report any missed field data or accessorial charges to Dispatch
Stop Exceptions
If the driver Arrives at Delivery Location, user should be familiar with the below actions/options.
1. Job Forms:
a. To access order forms, user should click on the “Job” section. Menu will display order details and forms.
User will see 3 options: order details, services, and waiver/unattended. Details:
• Order Details – contains basic delivery information about the order
• Services – contains information on what was ordered during point of sale at the store and is also
the location for the user to enter what was actually performed at the delivery location.
• Fields: o Service (will populate with what was entered by the store)
 Outside, Threshold o Actual Service (service the driver actually
does) o Options (will populate with what was entered by the store) o Actual
Options (options driver actually does at delivery location)
 Carry-in Drywall, Carry-in Other, Additional Labor, Haul Away
• Waiver/Unattended – contains delivery waiver and unattended drop authorization flows. o
User should fill out completely for every delivery
2. Change quantity delivered:
a. Click on the job within the order
b. Click on Items section
c. Click on Actual Qty
d. Click on Qty number and change to actual delivered (will not have to touch cube or weight)
3. Log Customer Delay:
a. Navigate to stop level
b. Menu option will be Delay
c. Enter delay in minutes (after consulting the store for direction)
4. Complete POD forms
a. Fill out all sections completely
b. Take pictures
c. Click save after taking photo
d. User will be taken back to route level
Skip and Miss
If you arrive to a store and are not going to be picking up some or all of the orders, make sure to skip or miss the
individual orders. For example, if you have 3 orders at a store and 1 order won’t be loaded, only complete the orders
that will be picked up.
Skip: To be selected if driver intends to return to the delivery location.
1. Select Skip from Stop Status field
2. Enter reason code and comments
3. Should still see stop on route
4. Select another stop to work
Miss: To be used if driver does not intend to return to the delivery location. Note that if you miss a Drop-off (i.e.
delivery) portion of the order, the system will automatically create a back to store stop to return the merchandise.
1. Select Miss from Stop Status field
2. Enter reason code and comments
3. Stop will drop off route
4. New store stop will appear on route (to return the product to the appropriate store)
Troubleshooting and FAQs
1. Cannot download app
a. Make sure “unknown sources” checkbox is enabled 2.
Having trouble logging in or receiving route?
a. Check connection status
b. Check Org ID, Activation key, Driver ID
c. Did you logout completely of previous day’s route?
d. Abandon/logout/log back in
3. Phone not getting updates or is out of sync with Route Planner
a. Abandon/logout/re-request route
4. User receives “no app can perform this action” message
a. Clear cache
5. Don’t see the menu option you were expecting?
a. Go up/down one or more levels (you might be within the stop when you need to be at the route level,
for example)
6. Logged out completely, but need to receive a route update
a. Call Dispatch – you will have to be “reactivated” for the day or assigned a new resource (both options
will require re-login)
7. Driver services 2 markets in one day
a. Log into market 1, complete route, logout completely, login with new activation key and driver ID which
corresponds to the second market
8. Unable to complete route as it appears on the phone
a. Call Dispatch (changes will need to be made in Route Planner)
9. A stop (store or customer) needs to be added to route
a. Call Dispatch (changes will need to be made in Route Planner)
10. Abandon route mid-stop
a. Go paper-based, manually track all activity and call Dispatch to manual status.
11. Driver Receiving “Manual Complete Disabled” message
a. This will appear at the domicile stop if the driver is trying to complete on the stop level. He needs to
click on the stop and complete on the order level. This is meant to disable the complete all option and
allow the miss at domicile.