Run routes in the companion app

Sign in and choose a mode

Sign in with the same TrackDME account you use on the web. If you do not have one, tap Don’t have an account? on the sign-in screen. People with more than one operational role can switch between Driver and Warehouse. Admins can use both modes automatically.

Approve the access your role needs

The first time you sign in, TrackDME explains each iPhone permission before the system request appears.

• Drivers must allow location while using the app. TrackDME uses active-route location so Dispatch can follow progress and customer ETA links can estimate arrival time.
• Notifications are recommended for route changes and exceptions.
• Camera access is requested only when scanning equipment or taking a delivery photo.

If location is denied, Driver setup cannot finish. Tap Open Settings and set TrackDME Location to While Using the App. When a route starts, TrackDME then offers the Always upgrade so updates can continue while Maps or Waze is open. Warehouse-only users are not asked for location.

Load a van in Warehouse mode

1. Open Warehouse.
2. Find the customer stop and assigned van.
3. Tap Scan item into van and scan each serialized unit.
4. Continue until the stop says Loaded.

A loaded unit becomes In transit and is assigned to the van. It is not recorded as delivered to the customer yet.

Run a route in Driver mode

If you can view more than one driver route, the choices identify each route by its driver, vehicle, and next customer.

1. Tap Start route and share location and allow location while using the app. The route starts and sends your current location immediately. If iPhone grants only While Using, TrackDME then offers Open Settings so you can choose Always for updates while Maps or Waze is open. If the app reopens while your route is already active, TrackDME restores location sharing and requests permission if it has not been granted yet.
2. Review the large Now card for the current stop and the Next card for what follows.
3. Tap Open navigation and choose Apple Maps, Google Maps, or Waze. TrackDME remembers the choice.
4. Tap Text from this iPhone when you are on the way. TrackDME opens Messages with the customer’s phone number and a delivery or pickup update already filled in. Review the message and tap Send. The text comes from the iPhone’s phone number or iMessage account. After Messages reports the text sent, the button changes to Customer notified. A customer without a phone number cannot be notified. Use Notify customer in Dispatch instead when you want TrackDME to send a private ETA link.
5. At a dropoff, add a photo if wanted or required, then tap Mark dropoff complete. All equipment loaded for that order is recorded as delivered.
6. At a pickup, scan every serialized unit. Each scan records that the unit is in transit in the van. The warehouse can check it in later.
7. Tap End route after the route is finished to stop location sharing.

Work through bad connectivity

The app keeps the most recent route on the phone. Scans, stop completions, sent-text records, exceptions, photos, and location updates wait in a durable queue when the connection is poor. The iPhone sends the customer text through Messages, while TrackDME queues its record that the text was sent. The sync bar shows whether the phone has internet and how many actions are waiting. TrackDME retries automatically and accepts each action only once.

If your TrackDME session expires, the app asks you to sign in again. Saved actions remain on the phone and are sent after sign-in. Pull down on the route to refresh after the connection returns.

Report a problem

Tap Report a problem on the stop. The report appears as an exception in Dispatch and sends an in-app push to admins who have registered the companion app. TrackDME does not send email for route alerts.

Related

See Dispatch driver routes, Assign mobile roles and rules, and Unit statuses explained.