X Mobile User Guide
X Mobile provides cutting edge technology utilizing Windows Mobile and Palm OS devices and is
designed to work in conjunction with X Dispatch.
TABLE OF CONTENTS
Handheld Device Differences ....................................................................................................................... 2
Setup............................................................................................................................................................... 3
Menu............................................................................................................................................................... 4
a) Orders and Messages................................................................................................................................ 5
i) Messages ................................................................................................................................................. 5
ii) Completing an Order (On-Demand) ....................................................................................................... 7
iii) Send a Message .................................................................................................................................... 14
iv) Scan ...................................................................................................................................................... 14
b) Route Manifest ........................................................................................................................................ 18
i) Assign Route......................................................................................................................................... 18
ii) Complete a Stop (Route)....................................................................................................................... 20
iii) Add Unexpected Parcels ....................................................................................................................... 22
c) Check In................................................................................................................................................... 24
d) Check Out ................................................................................................................................................ 24
e) Settings ..................................................................................................................................................... 25
4) Advanced Settings....................................................................................................................................... 26
a) Edit Profile............................................................................................................................................... 27
i)
Phone Number .................................................................................................................................. 28
ii)
Company ID...................................................................................................................................... 29
iii)
Company URL .................................................................................................................................. 29
iv)
Update Interval.................................................................................................................................. 30
v)
Delay Interval.................................................................................................................................... 30
vi)
Allow Auto Resume.......................................................................................................................... 31
vii)
Reminder Interval ............................................................................................................................. 31
viii) Outside Alert..................................................................................................................................... 32
ix)
Alert Pitch ......................................................................................................................................... 32
x)
Alert Volume .................................................................................................................................... 33
xi)
GPS COM Port ................................................................................................................................. 33
xii)
Max GPS Fixes ................................................................................................................................. 34
xiii) Max Route Stops............................................................................................................................... 34
xiv) Route Update Interval ....................................................................................................................... 35
5) Trouble Shooting......................................................................................................................................... 36
a) Connection Status ....................................................................................................................................... 36
b) Two X Mobiles Running ............................................................................................................................ 37
1)
2)
3)
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1) Handheld Device Differences
Differences Between Windows Mobile and Motorola Device
This section will explain some of the basic differences of using the X Mobile application on the
Motorola handheld device versus a device using Windows Mobile.
One of the first basic differences is the use of the
menu button. For example,
going to “Route Manifest”
on the Motorola device
will bring you to a screen
showing the route stops.
To see the options available
under Route Stops you need to
press the menu button.
However, on the Windows Mobile
device there is no need to push any
menu button. All of the menu options
are shown at the bottom of the screen.
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Once pressed, you will
be able to scroll through
the available options.
Some options may also be found under
the “Actions” menu in certain situations.
2) Setup
- The setup screen will only be seen the first time the application is run. It will ask you to complete the
setup. Click “YES” on the screen.
- Please input the 10 digit phone number of the phone. This should be the same phone number that the
driver is assigned inside of X Dispatch.
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3) Menu
- Clicking on the “HOME” button on the screen will bring the user to a
menu with many options.
- Home Screen
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- Home Screen
- Orders & Msgs – Brings the user back to the order and message screen
- Route Manifest – Brings the user to the screen that shows the list of stops for a route
- Check In – Checks driver into X-Mobile
- Check Out – Checks driver out of X-Mobile
- Settings – Brings up a menu of the settings
- Quit – Quits X-Mobile
a) Orders and Messages
The “Orders & Msgs” screen will list the orders or messages that have been sent to the driver.
i) Messages
This section will explain how to handle messages that a driver may receive.
When you receive a message, click on
the message itself to view it.
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Once the message is displayed, click
“Next” to see options for the message, or “Back” to go back to the
“Orders & Msgs” screen.
Clicking “Yes” or clicking “Next”
while “Yes” is highlighted will show
that you have read the message, and
take you back to the “Orders & Msgs”
screen.
From this screen, type your reply and
when you are finished, click “Next” to
send your reply.
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Clicking “Reply” or clicking “Next”
while “Reply” is highlighted will
allow you to reply to the message.
Clicking “Delete” or clicking “Next”
while “Delete” is highlighted will delete
the message and take you back to the
“Orders & Msgs” screen. (Note: The
Message will no longer appear on the
“Orders & Msgs” screen)
ii)
Completing an Order (On-Demand)
This section will explain how to complete an On-Demand order.
When an order is sent to a driver, it will appear on his/her “Orders & Msgs” screen with “NEW”
written in front of the description of the order (which is customizable), which in this case is the order
number. A driver will be required to confirm the new order, or the phone will remind him every few
minutes.
Clicking on an order will show the details of the order as seen above.
The Possible Stages are as Follows:
Confirm – the driver confirms that he has accepted the order
Next Pickup – mark the current order as the next pickup
At Pickup – driver is at the location of the pickup
Picked Up – driver has picked up the order
Next Destination – mark the current order as the next destination
At Destination – driver is at the drop off destination of the order
Delivered – driver has delivered the order
Reject – driver will reject the order sent (for contract drivers)
When an order is rejected, it will not appear on “Order & Msgs”
screen anymore.
Then it will show you the possible
stages of the delivery and will be selected on the next logical selection of
the order. (Note: The usable stages are
customizable by the user of X-Dispatch)
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When selecting any of the stages and clicking
“Next”, the program will prompt the user to confirm
the action. When “Delivered” is selected, and confirmed, the driver will be given more options.
The Driver will be shown this screen
which asks for POD (Proof Of Delivery)
and give a comment text bar where the
driver can enter any valid information.
Before clicking “Done”, you must add a
signature by clicking “Add Signature”.
To complete the order delivery, simply
click “Done”. This will take you back
to the “Orders & Msgs” screen with
the order you just completed no longer
listed.
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Once a signature is given, click “Save”
which will take you back to the previous
screen but with a signature attached to it.
Clicking “Clear” will erase the signature.
Clicking “Cancel” will send you to the
previous screen without saving a signature.
Depending on what stage the order is in, the “Orders & Msgs” screen will display a few letters to
let you know its progress.
NEW – the order was recently sent to the driver and has not been confirmed
QY – the order has been confirmed
QNP – the order has been set as the next pickup
QAP – the driver is at the pick-up
QP – the order has been picked up
QND – the order has been set as the next delivery
QAD – the driver is at the destination
Red Arrow Warning
A red arrow to the left of an order indicates that the order has been modified
by the dispatcher, such as an order
status change. The arrow will only appear if the order has already been confirmed by the driver before being modified.
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The arrow will disappear after the order
is opened. Once you return to the
“Orders & Msgs” screen, the arrow will
no longer be visible.
When the status of the order has been changed from the X Mobile device,
the change can be seen inside of X Dispatch. Clicking on the “View Tracking Status” button will open the order status window. From this window
you may also view the signature that the device captured by clicking on the
hand button to the right of POD Comments.
This will open a new window where you can view
the POD and signature.
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(a) Scanning Parcels to an Order
This section will discuss how to scan parcels to an On-Demand order.
If an order has parcels attached to it,
when you are in the details of the order, click “Parcels”.
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You have a few options to scan a parcel.
You can click “Scan” which will allow
you to scan one item, and then bring you
back to the parcels list. Also you can
click “Fast Scans” which will allow you
to scan as many parcels as you want until
you click “Exit” to take you back to the
parcels list.
Scan Screen:
From this screen, you can either scan
the bar code with the phone, or if the
bar code is not readable you can enter in the number by yourself. When
you have entered a bar code, click
“DONE” to move to the list of parcels screen.
The list of exceptions is customizable
through X-Dispatch. Once you select
one of the listed exceptions, click
“Save Exception”.
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If the number you entered doesn’t
match any of the Parcel numbers,
you will see the following screen:
The “x” next to the number means
that the parcel number was not one
of the expected parcels. Otherwise,
the parcel will have a check in the
box to show that it has been picked
up.
You have more options with the
“Actions” button. Clicking “Toggle
Scan Status” will check or uncheck a
parcel, or if it was an unexpected parcel, it will remove it from the list. If a
parcel is checked, clicking “Mark Exception” will take you to a screen listing exceptions (Note: In order to mark
an exception, the parcel must already
be checked.)
Once an order has an exception, the
You can also edit a parcel by clicking
check box will be highlighted yellow. “Edit”
Hint: To remove an exception, go to
the exceptions screen, then click
“Actions” and click “Clear Exception”.
This Brings up the edit screen:
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From this screen, you can edit the
weight of the parcel, type any comments about it, and select what type of
parcel it is.
Note: The type of parcel is customizable in X-Dispatch. Once you have
finished editing the parcel, click
“Save”.
When you are finished with the parcels, click “Done”
Note: If there aren’t as many parcels as
expected (either too many or not
enough) and you click “DONE”, then
an error message will appear.
iii) Send a Message
This section will discuss how to send a message to the dispatcher from the “Orders & Msgs” screen.
For a driver to send a message to the
Dispatcher, click “Send Msg”.
Once the message screen appears, type
your message to the dispatcher and
then click “Next”.
iv) Scan
This section will discuss how to do a general scan.
The general scan is used for scanning things that might be required for a specific job. For example, if
you want your driver to scan a bar code on the side of a door when he reaches a specific job, this is
when you would use this scan.
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To use this scan, simply click “Scan”
on the “Orders & Msgs” screen.
This will take you to the scan screen,
which looks like this:
Once you have Scanned a bar code,
the following screen will be shown:
From this screen, you can either scan
the item from your phone, or if the bar
code is not readable, then you can enter
the number in by hand. When you are
done with the scan, click “Done”.
From this point, you can either add
Parcels to the scan (for instructions,
refer to ii) of this section), add a signature, or continue. To add a signature, click “Add Signature”.
Clicking on “Add Signature” will take
you to this screen, which will allow you
to sign on the screen itself as seen
above. As before, clicking “Clear” will
remove the signature on the screen,
clicking “Cancel” will cancel the adding
the signature and take you to the previous screen, and clicking “Save” will save
the signature to the scan and take you to
the previous screen with a signature attached to it.
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Once the signature is saved, click
“NEXT” to continue.
This will take you to this screen, which
allows you to enter the number of
pieces you picked up, and the weight.
When you have completed that information, click “NEXT”.
You will be taken to this screen to add
a proof of delivery or any comments to
the scan. When you are finished, click
“NEXT”.
Scanning can also be done from the “Orders & Msgs”, “Route Manifest”, and the “Parcels” manifest screen
without having to go to the separate scan screen for each individual scan. The following shows an example
of scanning this way from the Route Manifest screen. The process is the same for the “Orders & Msgs” and
“Parcels” manifest screens.
From the parcel manifest screen you
can click “Scan”.
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On the Motorola device you can
use the push-to-talk button on
the side to enable the scanner
and initiate a scan instead of
selecting “Scan”. The Windows
Mobile scanners have buttons to
the sides of the scanner that do
the same thing.
Each time you scan an item, it will be
added to the list. Click “Done” when
you have scanned everything.
Click “Done” to continue”.
From the “Orders & Msgs” and “Route Manifest” screens you can scan an order and X Mobile will look up
the order and open it for editing, closing, etc. The following is an example of this in the “Orders & Msgs”
screen. However, the process is the same inside the “Route Manifest” screen, only a route stop will be
opened instead.
From the “Orders & Msgs” screen, scan
an existing order.
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That order will be opened automatically
for you.
b) Route Manifest
The Following will explain how to use the route manifest.
-
The “Route Manifest” screen will show the list of stops for a route.
i) Assign Route
This section will explain how to assign a route to your phone.
The first step is to get a new route by
clicking “Get New Route”.
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- Two ways to select the date:
1.
By default today’s date is selected.
2.
If for some reason you would like to
download a route for a different day,
click the arrow on the right side of the
date. You can use the calendar to select
any day. Click on the day to select the
day then press “OK”.
• If the driver has any routes assigned, a list of all
routes will be listed. A driver can only have one
active route manifest on the phone at any given
time.
You may also highlight the section of
the date that you would like to change,
then type in the number you would
like.
To select the route, click “Done”.
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ii) Complete a Stop (Route)
This section will show you step-by-step how to complete a stop in Routes.
Once a route is selected, all the stops
will appear on the phone.
To continue, click “Next”.
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Clicking on an order will show the
details of the order.
The next screen will allow you to enter the number of pieces picked up,
and the weight of the items. When
that is done, click “Next”.
Then you will be able to enter a POD
or a comment. Now before you click
“Next” you need to add a signature by
clicking “Add Signature”.
Once a signature is given, click “Save” When you are finished adding a sigwhich will take you back to the previnature, to complete the stop click
ous screen but with a signature at“NEXT”.
tached to it. Clicking “Clear” will erase
the signature. Clicking “Cancel” will
send you to the previous screen without saving a signature.
Once the stop is completed, it will be
removed from the list of stops.
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Once a route is completed, the following screen with a reminder will be
iii) Add Unexpected Parcels
Because parcels are already attached with a stop on a route, the only parcels you will need to check
in will be any extra pieces that were unexpected. The following will explain how to do that.
To add a new parcel to a stop, click
on “Parcels”.
You have a few options to scan a parcel. You can click “Scan” which will
allow you to scan one item, and then
bring you back to the parcels list. Also
you can click “Fast Scans” which will
allow you to scan as many parcels as
you want until you click “Exit” to take
you back to the parcels list.
From this screen, you can either scan
the bar code with the phone, or if the
bar code is not readable you can enter
in the number by yourself. When you
have entered a bar code, click “DONE”
to move to the list of parcels screen.
The “x” next to the number means
that the parcel number was not one of
the expected parcels. Once you have
finished adding parcels, click “Done”.
Because there are extra parcels for
this stop, you will be shown this error,
click “OK” to continue.
This will complete adding the parcels
and take you back to the stops information.
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Once a route stop has been completed, you will be able to see the change inside of X Dispatch.
Inside of the route stop you can see the date and time the stop was completed, along with the POD
and signature.
The “View Scan History” button will open a report that shows everything that has been scanned for this route stop.
Clicking on the “Distribution Parcels” button in the lower left corner opens a window where you can see the parcels
that have been added to the route stop from the mobile device.
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c) Check In
- This will check in the driver to show him as Active in X-Dispatch.
To check in, click “Check In”.
Then click “Yes”.
d) Check Out
- This will check out the driver.
To check out, click “Check Out”.
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Then click “Yes”.
e) Settings
This section will discuss the different options that can be found under the settings.
There are many options from the setting menu:
i) Transmit
- This forces upload of data (should never need to use this).
ii) GPS Data
- This posts the number of Posts that have been made during this current session.
iii) Test Beep
- This causes the phone to make a test beep. Should be used to find out where the
sound is being generated (Speaker phone, Headset, or Ear plug in).
iv) Advanced
- This takes you to more advanced settings (we will discuss this later).
v) About
- This lists the information about the version of X-Mobile that is running on the phone.
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4) Advanced Settings
The advanced menu has many options which will be covered in this section.
-Edit Profile – This edits the profile of the user of the phone (covered more in depth later).
-Purge GPS – This deletes all the GPS data on the phone.
-Purge All – This removes all current data for the program and closes the program.
(Will bring up a screen to be sure this is what you would like to do)
-Test Connection – This tests the connection of the phone. It tests both the device’s internet connection
and also its connection with the X Mobile server to help determine if there is a problem with the
device itself or if it is a setup issue with the server.
This tests the device’s connection to
the internet and to the server.
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If it is working properly this is what
you will see.
If there is a problem, you will see an
error message that indicates which
connection problem(s) you are having.
-Force Fix – If you can’t get a true fix on the location of the phone, this will force the phone to send an
estimated location to the server.
-Reset Post Flag – This will cause the phone to repost any flags
-Refresh Orders – This will purge all order and messages off the phone and re-download them from the
sever.
-Stored Info – This displays the stored information on the phone regarding X-Mobile.
-Debug Info – This is used for CXT Trouble-shooting purposes only.
a) Edit Profile
This section will discuss the options that can be found in the Edit Profile section of the menu.
The “Edit Profile” section has many options. Here is what the screen should look like from this
menu:
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-Phone Number – allows the user to edit the phone number used to identify the phone.
-Company ID – allows the user to select what their company’s Customer ID is so they can
be connected properly to the server.
-Company URL – allows the user to select what their company’s URL is for their website.
-Update Interval – allows the user to adjust the frequency of updates sent to the server.
-Delay Interval – allows the user to adjust how many seconds to wait between GPS
acquisitions.
-Allow Auto Resume – allows the user to decide if the phone will automatically resume after
data updates.
-Reminder Interval – allows the user to set the time span between reminders that an order has
not been confirmed.
-Outside Alert – allows the user to decide whether or not to alert the driver of unconfirmed
orders outside of the application.
-Alert Pitch – allows the user to adjust the pitch of the alert.
-Alert Volume – allows the user to adjust the volume level of the alert.
-GPS COM Port – allows the user to select the GPS COM port they would like to use.
-Max GPS Fixes – allows the user to choose the max of how many GPS fixes to store without
an update to the server.
-Max Route Stops – allows the user to choose the max number of routes stops to allow at once.
-Route Update Interval – allows the user to set the time to wait before checking for updates to
the current route.
i) Phone Number
This will cover how to change the phone number used to identify the device.
To edit the phone number used to identify the device, simply click on “Phone
Number”.
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Then the following screen should show
up. From here, enter the phone number
that goes with the phone, and when you
are finished, click “FINISH”.
ii) Company ID
This will cover how to change the company ID used to associate with this device.
To edit the company ID used to associate with this device, click on
“CompanyID”.
iii) Company URL
The following screen should appear
From this point, you can enter your
company ID that was given to you
when you created your account, then
click “FINISH”.
This will explain how to set your company’s URL for the phone to communicate with.
To edit the company URL with which
the phone should communicate, click on
“Company URL”.
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This should bring up the following
screen. Now you can enter the URL of
your company website, and when you
finish, click “FINISH”.
iv) Update Interval
This is how you adjust how often updates are sent to the server.
To change how often updates are sent
to the server, click on “Update Interval”.
That should bring up this next screen.
To change the interval, enter how often
in minutes you want to wait until updates are sent to the server. Then click
“FINISH”.
v) Delay Interval
This allows the user to adjust how many seconds to wait between GPS acquisitions.
To adjust how many seconds that you
wait between GPS acquisitions, click
on “Delay Interval”.
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That should bring up the following
screen. Then you can enter the number
of seconds to wait between the GPS
acquisitions, and then click “FINISH”.
vi) Allow Auto Resume
This allows the user to toggle whether or not they want the device to automatically
resume after it updates.
To toggle whether or not you want the
phone to resume automatically after it
updates data, click on “Allow Auto
Resume”.
If you would like the phone to automatically resume enter “1”, otherwise,
enter “0”. Then when you are done,
click “FINISH”.
vii) Reminder Interval
The reminder interval allows you to set the amount of time you want to wait before
reminding the user of unconfirmed orders.
To set the time interval between reminders of unconfirmed orders, click
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Now, you enter the number of minutes
you want there to be between reminders,
and when you are done, click “FINISH”.
viii)
Outside Alert
This allows the user to toggle whether or not they would like to be alerted of new orders
outside of the application.
To toggle the alert of new orders outside of the application, click “Outside
Alert”.
As seen on this screenshot, enter a “1”
to alert outside of the application, or
“0” to not alert outside the application.
Once that is entered, click “FINISH”.
ix) Alert Pitch
This option allows you to change the alert pitch when a new orders or messages appear.
This will adjust the pitch of the alert.
To Change the pitch, click on “Alert
Pitch”.
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Low is a deep pitch.
Medium is a medium pitch (car horn).
High is a high pitch (Shriek).
Select one of them, and click “FINISH”.
x) Alert Volume
This allows you to adjust the alert volume when a new order or message appears.
This will adjust the volume of the alert.
To adjust the volume of the alerts,
click on “Alert Volume”.
From the following choices select one,
and click “FINISH”.
xi) GPS COM Port
This allows the user to select which GPS COM Port to use.
To change the GPS COM Port you are
currently using, click on “GPS COM
Port”.
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Once you have entered the GPS COM
Port you would like to use, click
“FINISH”.
xii) Max GPS Fixes
This allows you to set the max number of GPS Fixes that are allowed to be stored on the
device.
To change the max number of GPS
fixes on the phone, click on “Max GPS
Fixes”.
xiii)
From here, you can enter the max number of GPS fixes. When you are done,
click “FINISH”.
Max Route Stops
This allows you to adjust what the max number of route stops that can be assigned at
any one time.
To change the max number of stops
that can be assigned to the device at
once, click on “Max Route Stops”.
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This will bring you to the next screen.
From here, you can set the max number
of route stops by entering a number.
Once you are done, click “FINISH”.
xiv)
Route Update Interval
This allows the user to adjust the number of minutes between update checks for a route.
To set the number of minutes between
update checks for a route, click “Route
Update Interval”.
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Then when it takes you to this next
screen, you can enter the number of
minutes to wait before checking for updates on the current route. When you
have entered a number, click “FINISH”.
4) Trouble Shooting
This section will cover how to handle any possible issues that may come up while using X-Mobile on
your device.
a) Connection Status Button
The connection status button is a feature designed to help indicate problems that a device may be having in connecting to the server.
The status button will remain green if
there has been contact with the server
less than 5 minutes ago.
The status button becomes
red if there has no contact for
over 10 minutes. This indicates
that there is a definite connection issue.
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The status button will become yellow
with an exclamation point if there has
been no contact for longer than 5 minutes. This indicates a possible connection issue.
b) Two X Mobiles Running
Your device will not allow you to run two applications of X-Mobile. If you attempt to open a second X-Mobile while one is running, you will be shown the following error:
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