How to complete a Route Stop in TheServiceProgram Online app

You will need to have some routes created in order to follow the steps below. You can find information about creating routes here.

Table of Contents

Step 1: Navigate to the RouteStar Online app login page

  • E.g. examplecompany.theserviceprogram.online/app

Step 2: Login as the Route User that is assigned to the stops you need to complete01.png

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Step 3: Find the Route Stops you wish to complete

  • The landing page will show you any Tasks, Stops, or Invoices that are dated for today. To look at Route Stops on different days click on 'Routes' at the bottom of the screen and then 'Schedule'.02.png
  • Here you will see all stops assigned to this user in order by Date then Stop value.
  • Note that we are able to see the notes from the 'Notes' column on the Route Schedule page on this list.
  • You can click on the 'Map' button here to launch Google maps and obtain turn-by-turn directions to the location.
  • You can also click 'Create Ticket' to skip the Stop Details screen and jump directly into the Route Ticket.03a.png

Step 4: Click on 'Stop Details'04.png

  • You can click on the 'Map' button here to launch Google maps and obtain turn-by-turn directions to the location.
  • At the bottom of the screen we can see if there are any existing Tasks or Tickets/Chem Readings already created and assigned to this user. (The naming convention of Tickets vs Chem Readings will depend on the industry you have set in System Settings)05.png

Step 5: Click on 'Create Ticket' 06.png

Step 6: Answer the pop-up prompt about whether you are on-site or not and beginning to work.08.png

  • The system will notate the time that you indicate you have arrived at the location and the time you indicate work has started.

Step 7: Enter Line Items on the Invoice/Manifest by expanding the 'Line Items' section and clicking on 'Add Items'09.png

  • You can use the 'prev' and 'next' buttons to navigate through the pages of your QuickBooks item list.
  • You can add an item to the Invoice/Manifest by indicating the desired quantity and then clicking 'Add'.
  • After adding your items hit the back button in the top left corner to return to the invoice/manifest.10.png
  • You can make additional edits to the Line Items once they are added to the Invoice/Manifest by clicking on them. Once you have made your changes be sure to click 'Update'.11a.png11.png
  • Alternatively, you can add a preset list of items by clicking on 'Load Pricing'. Customer Pricing will be covered in a separate article in the future.

Step 8: Attach any Forms needed by first expanding the 'Add Forms' section

Step 8a: Select the Form you want to attach from the list of available forms12.png

Step 8b: Click 'Add Form'13.png

  • Your screen will refresh and you will now see a new section of the Invoice/Manifest with the Form name.

Step 8c: Click on the new section title to expand the Form and fill out the fields as needed.14.png

 

Step 9: Attach a photo to the Invoice/Manifest by expanding the 'Attachments' section

Step 9a: Click 'Choose File' and then select the photo you wish to attach15a.png

  • You can continue to add as many files as you with to upload by clicking the next 'Choose File' button.

Step 9b: Click 'Upload'15.png

  • You will now see the photo(s) listed in the attachments section.15b.png

Step 10: Complete final steps and mark Route Stop complete by opening the 'Footer' section

  • The departure button at the top of the Footer section can be used to notate a departure time WITHOUT marking the Stop complete.16a.png
  • You can include the notation of a payment by clicking 'Add Payment' and filling out the following screen.16b.png
  • You can click 'Sign' in order to obtain a signature. Note that the system will ask you if you want to mark the Invoice/Manifest 'Complete' after signing. If you still need to work Invoice/Manifest simply decline this prompt16c.png
  • You are also able to print and/or email the Invoice/Manifest directly from the app as well. More information about printing from mobile can be found here.16d.png

Step 10a: Complete the Invoice/Manifest by click on the Invoice/Service Completion toggle.16e.png