Delivery & Installation Crew — Field Guide (English)

Login (phone browser): https://carehomely.com/mobile/delivery
Workspace (optional): https://carehomely.com/workspace/login
Your role: delivery_installer

Add site to home screen for PWA shortcut.

What you do in ShopV2

• See today’s delivery run and stops in order
• Record stop events (departed, arrived, install, payment report, completed, issue)
• Upload photos per stop
• Do not confirm customer payments in the app — payment report is information only

Before leaving the warehouse

1. Log in to mobile delivery.
2. Open today’s run — check stop order and addresses.
3. Optional: manager printed route sheet from workspace.

At each stop

| Step | Action in app | |------|----------------| | Leave previous stop | Departed (if applicable) | | Arrive | Arrived | | Installing | Install / progress events per SOP | | Customer paid cash on site | Payment report (amount + note only) | | Done | Install completed / Completed | | Problem | Issue + photo + short note |

Photos

• Take clear photos: delivered goods, install finish, or damage.
• Upload in the stop screen — saves to order media.

Payment rule (important)

• Recording payment on mobile does not update order balance in ShopV2.
• CSR/Finance must record real payment in Orders if not already paid.
• Tell office if customer paid balance on delivery.

Customer tracking

• When you mark install completed, customer tracking page can refresh automatically.
• Guest link format: /track/{order_no}?t=... (CSR sends this).

If app fails

| Problem | Action | |---------|--------| | No run today | Call CSR — order may not be on run | | Wrong address | Call CSR before driving | | Cannot login | Check email/password; ask manager to verify role delivery_installer | | No internet | Note times manually; sync events when back online if supported |

Safety & quality

• Wear uniform / ID per branch policy.
• Do not mark completed if install is unfinished.
• Report accidents via branch fleet incidents (manager/Gov Ops).

Escalate to

| Issue | Contact | |-------|---------| | Reschedule | CSR | | Extra items / SKU mismatch | CSR + warehouse | | Payment dispute | CSR → Finance |

Quick reference

| Item | Value | |------|--------| | Mobile URL | /mobile/delivery | | Staff login page | /workspace/login (footer: Field delivery) |

See Tagalog version: docs/guides/tl/08-Delivery-Installer-Guide-Tagalog.md