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Servicing and Restocking your machines in the field

A guide to completing a Trip in the mobile app

Bryan Grasso avatar
Written by Bryan Grasso
Updated over 2 months ago

A video tutorial:

Guide to Completing Scheduled Trips Using the Mobile App

1. Access Scheduled Trips 0:01

  • Open the mobile app.

  • Click on the menu button in the top left corner.

  • Select 'Scheduled Trips'.

2. Select Trip and Navigate to First Location 0:13

  • Click on the trip of interest.

  • Navigate to the first location (e.g., auto dealership).

  • Click the arrow icon to choose navigation options (Google Maps, Apple Maps, Waze).

3. Open the Machine and Perform Immanuel Dex 0:30

  • Once at the location, open the machine.

  • Perform Immanuel Dex after opening the machine.

4. Empty Money from the Machine 0:48

  • Click on 'General Info'.

  • Empty the money from the coin box and bill stacker.

  • Place all money into a money bag and note the money bag number.

5. Document Refills and Refunds 1:12

  • If you refill the machine with money in the recycler or coin tubes, document it.

  • Track all refunds and discrepancies.

6. Restock the Machine 1:25

  • Hit the back button and press the 'Inventory' button.

  • Review how much of each product is supposed to go in each slot.

7. Adjust Inventory as Needed 1:40

  • Click on the grid to see a virtual representation of the machine's inventory.

  • If adjustments are needed, click into the selection to manually adjust:

    • Change product name or type by clicking the pencil icon.

    • Adjust quantities as necessary.

8. Finalize Inventory Changes 2:10

  • After making adjustments, press the check mark.

  • Review any variances and confirm by hitting the check mark again.

9. Take a Photo of the Machine (Optional) 2:54

  • If desired, take a photo of the machine by clicking the camera icon.

10. Synchronize and Complete First Stop 3:01

  • Click 'Done' to synchronize with the system.

11. Repeat Process for Second Stop 3:30

  • Click into the second stop.

  • Document money bag number and any coins refilled.

  • Go to inventory and review.

12. Finalize Second Stop and Complete Trip 3:58

  • Hit the check mark if everything is correct.

  • Take a photo if desired and click 'Done'.

  • Once synchronized, click 'Complete' in the top right corner to finish the trip.

Link to Loom

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