Gophered Guide

Last updated: May 29, 2019

Overview

Gophered is a delivery driver tracking and management platform for small businesses that need a simple tech solution to better manage their daily deliveries. The Gophered mobile application provides tracking of and route information to the user/driver. With the Gophered app, a user can look at assigned delivery stops, map them or get directions, and perform delivery activities required at each stop on the route. A web-based admin system is available at https://gophered.com/admin to manage driver routes, as well as view location and delivery actions reported by the app.

Gophered works best when fully integrated with a company's order management system, and this free version will require route manifests to be entered in a strict JSON format, described later in the guide. Those looking for a complete delivery management solution are encouraged to contact us to discuss licensing and custom development options to tailor Gophered to your needs.

Getting Started

Step One: Install and run the application

Gophered is available on both iOS and Android devices. The initial release of Gophered is designed for phone form factors and not yet optimized for tablets. You can install the app from the appropriate store link below:




After installing the app, run the app to start the loading process. If this is your first time running the app after installation, you will be asked to allow Gophered access to your location.




Gophered Requirements

The Gophered app requires a working internet connection and location permissions to function. Location permissions should be authorized as "Always" instead of "WhenInUse" for proper tracking. Access to the camera is also necessary if you wish to scan qr codes or take pictures during delivery.



After granting permissions, you'll see the main login screen with links to the registration and password update screens.

Step Two: Register an account


If you don't have an account yet, tap on the "Sign up" link to show the registration screen.


Fill out your first and last name, email address and a password to use on Gophered. An activation email will be sent to your email address. Tap on the link in that email to activate the account and allow login to the app and admin website.


After registering and activating your account, an example route with 6 delivery stops will be created and added to your account. Running the app will show this example route, and you can map stops, mark a stop as delivered, capture signatures and scan QR codes for any stops requiring them. The admin events page will show gps locations from the app, as well as delivery events and new notes,pictures and signatures added via the app during delivery.

If you wish to change the password for your account, tap on the "Forgot your password?" link on the main login screen.


Fill out your email address, tap "Ok" and then a reset link will be sent to your email address. Tap on the link in that email to update your account password (this link will expire one hour after request).

Step Three: Login to Gophered

Once your account has been activated, enter your email and password on the login screen, and tap the "Login" button. The app will remember the last user email that logged in successfully.

Using the App

Route Selection

After logging in, the app will load routes with dates from a few days before until a few days after the current date. These manifests can be assigned, edited and deleted via the Route Page. If you've made any changes and wish to load an updated route list, tap the "Refresh" button at the bottom of the page. The gear icon at the top of the screen will open the settings page. The conversation icon will open the chat page so the driver can exchange messages with their manager via the admin website.

Route Overview

After tapping on a route, the app will show a route overview on the next page. This will display a summary of the number of route stops delivered and those with delivery still pending. If a route has not yet been started, tapping the "Make Deliveries" button will display a reminder of the number and names of deliveries for that route to make sure they have all been loaded before starting your route. Confirming this dialog will then take you to the main Route Manifest page. Once all deliveries have been made, tap the "Complete Route" button to mark this route as completed.

Route Manifest

The Route Manifest page will be the main page used by the driver when making deliveries. This will show the complete list of route stops, along with icons denoting which delivery actions are required. Red icons show actions to be completed, while blue icons denote completed delivery actions. Tapping on a stop entry in this list will open up the Stop Details page, with more detailed information on the delivery and buttons to perform the various delivery actions related to each stop.

The map icon on top of the page will change the current route list view to a map view centered on your first route stop. The map view contains markers for all of the stops on your route, and will display your current location as well. Tap on any of the stop marker icons to view the stop address. Tap the stop address to open the route stop details page for that delivery stop.

App Settings

The Settings page contains a button to log out of the app, and links to the Gophered End User License Agreement and Privacy Policy. Users can also set the approximate reporting distance frequency on this page. The default setting is to report the GPS location as an event approximately every 500 meters.

Synchronization timing

The Gophered platform relies on the app to send changes to the server, which are usually processed within a minute. If you log out the app immediately after making a change to the manifest state, please wait a bit before logging back in to ensure server has been updated with the most current state.

Delivery Stop Details and Actions

Tapping on a route list stop will bring up details about that delivery stop.

You can manually mark a package as delivered by tapping the Checkmark icon on the top right of the status section.

Gophered supports geofenced checks before allowing important actions to be taken for a route stop. When marking a package as delivered, capturing a signature or taking a picture, the app will check if the driver is within 500 meters of the stop address. Drivers can choose to override this although an event will be sent to the server noting the possible discrepancy in location.

Some packages may be marked in the manifest as requiring a QR-code scan upon delivery. Tapping the QR-code icon will bring up your camera, center the camera view on the package qr code to be scanned. A matching QR code will mark the package as scanned. If it's the wrong package/code for this delivery stop, the app will show a warning instead. You can generate qr codes online for free from a number of sites such as this site

Route stops in the manifest may be marked as requiring picture proof of delivery. Tapping the camera icon will bring up a picture gallery page for this route stop. Users can view pictures and associated notes captured so far for the current route stop. Users can also add a new picture by tapping the button at the top of the page. This brings up a camera window where the recipient can take a picture and save it. Pictures and associated notes will be saved and uploaded to the server for viewing on the Events Page.

Tapping a picture will bring up the picture details page, where you can add or edit notes about the picture taken. You may also delete pictures on this page.

Some packages may be marked in the manifest as requiring signatures upon delivery. Similar to pictures, tapping the pencil icon will bring up a signature gallery page for this route stop. Users can view signatures and associated notes captured so far for the current route stop. Users can also add a new signature by tapping the button at the top of the page. This brings up a signature pad where the recipient can sign their name with a stylus or finger. Signatures and associated notes will be captured and uploaded to the server for viewing on the Events Page.

Tapping a signature will bring up the signature details page, where you can add or edit notes about the signature captured. You may also delete signatures on this page.

Tapping the map icon next to the delivery address will show the delivery address on the map with a marker. Tap on the car icon on the top right of app title bar to bring up directions from your current location to that address.

The next section contains a contact phone number for the delivery driver to use if necessary.

Tapping the phone icon will bring up the phone dialer and allow them to place a call. Tapping the SMS icon will pre-compose a delivery message and bring up the device's Message app so the driver can send the client an SMS message.

At the bottom of the delivery details, the Notes for this location are displayed. Tapping the plus icon to the right of the notes area will bring up a screen where a new note can be added and sent to the server as a delivery event.

Chat support

Drivers can tap on the Chat icon on the top of the Route Selection, Route Overview and Route Manifest pages to bring up the chat screen. Here drivers may exchange messages with the admin using the Chat Page.

Notifications of unread messages will be shown above the chat icon, and a notification box will also appear briefly at the bottom of the current app screen for incoming chat messages.

Using the Admin

Home Page

After you login to the Gophered Admin site, you will be shown the admin home page, which lists the pages available to your account.

Each of these pages is described below.

Route Management

The Route Page will show you a list of the routes that have been created under your account. From this list, you can choose to edit or delete a particular route. Editing or tapping the "New Route" button will bring up the route details screen.

Each route must have a Date, Route Name, Route status and a Route Manifest assigned before it can be saved or used by the Gophered app.

A route manifest is a JSON array object with a list of stops that must conform to the following format. In particular, please note that Gophered does not allow the use of single or double quotes inside string values, and expects a curly apostrophe for proper formatting when one is used in a text field. The server and client will attempt to replace problematic characters but care should be taken when modifying route manifests.

[ {
    "index":1, //Integer value, route stop order
    "stop_id":"2200" //Integer value, route stop id
    "stop_type":"2200" //String value, "commercial" or "residential" stop
    "name":"Marcus Initial",//string value, recipient name
    "address_street":"66 NE 39th St",//string value, street address of delivery location
    "address_street2":"USPS",//string value, street address line 2
    "address_city":"Miami",//string value, city of delivery location 
    "address_state":"FL",//string value, state of delivery location 
    "address_zip":"33137", //string value, zip code of delivery location
    "phone":"1 (800) 275-8777", //string value, phone number for delivery location
    "notes":"Ignore the dragon and gryphon", //string value, notes for this stop separated by \n
    "latitude":"25.8124116",//float value, latitude of delivery location
    "longitude":"-80.1943161", //float value, longitude of delivery location
    "req_signature":true, //boolean value, require a signature for this stop
    "req_picture":true, //boolean value, require a picture for this stop
    "req_qrcode":false, //boolean value, require a qr_scan for this stop
    "is_scanned":false, //boolean value, if this stop has been scanned successfully
    "bag_id":"101",//string value, used to match qr code scanned bag id
    "status":"pending", //string value, current status of delivery for this stop
    "signatures":[],   //Array value, signature filenames and associated notes
    "pictures":[],   //Array value, picture filenames and associated notes
},
{
    ...   //next delivery stop 
},
    ... //additional delivery stops
]
                                        

If a stop requires a scan, the QR Code being scanned should encode a string in JSON format like {"bag_id":"BAGID"} where BAGID is the id specified in the route manifest for that stop. For example, the following qr code should be scanned for stop #6 in the sample route generated with the Gophered App when you first activate your account.

Tracked Events

The Events Page will bring up a table of all events recorded by the mobile client app so far. On the top of the page you have several export options, including:

  • Copy
  • - copies the data as an array to the local clipboard
  • CSV
  • - downloads all event data in CSV format
  • Excel
  • - downloads all event data in Excel format
  • PDF
  • - downloads all event data in PDF format

You can click on any of the column headers to sort by that value. Events that captured a signature/picture will have a clickable link to show the signature/picture from that event. Any added notes will appear in the same column for those types of events.

Account Info

This page will show your account details, and give you an option to logout of the admin site. There is a contact form on the bottom of this page in case you wish to send us a question or suggestion regarding Gophered. You can also clear all events from your account, but this action cannot be undone.

Map

The Map page will display the last event received from the Gophered app as well as the driver's last known location on the map.

Chat

The Chat page allows you to send and receive messages from the driver using the Gophered app.

Gophered Credits

The Gophered platform was created with the help of many open-source projects, including: