01 OnTheGo

OnTheGo - Notary Field Platform

PWA-enabled: OnTheGo (/onthego) is the only PWA experience. Install it for offline and background sync features.

OnTheGo is a Notary Field Platform designed for notaries who need to manage orders while in the field. Access it at /onthego on your mobile device.

Installing OnTheGo

OnTheGo is a Progressive Web App (PWA) that can be installed on your device for quick access:

Open OnTheGo in your mobile browser
Look for the "Install" prompt that appears
Tap "Add to Home Screen"
OnTheGo will appear as an app on your device

Navigation

The bottom navigation bar provides quick access to all OnTheGo features:

Icon	Page	Description
🏠 Home	`/onthego`	View your orders grouped by day
➕ Quick Add	`/onthego/quick-entry`	Quickly add a new order
📦 Shipping	`/onthego/scan-shipping`	Scan shipping labels
⏱️ Timer	`/onthego/timer`	Use the appointment timer
⚙️ Settings	`/onthego/settings`	Mobile settings

Quick Entry (Phone Orders)

When you receive a phone order, use Quick Entry to capture it in under 30 seconds:

Tap Quick Add in the bottom navigation
Fill in the 5 required fields:
- Signer Name - Enter the full name (auto-splits to first/last)
- Phone - Enter the contact phone number
- Address - Start typing and select from autocomplete, or enter manually
- Date - Select the appointment date
- Fee - Enter the order fee amount
Optionally add a Time for the appointment
Tap Create Order

The order will be created with pending status and you can view it on the Home screen.

Viewing Orders

The Home screen shows your orders grouped by day:

Quick Stats

At the top of the home screen, you'll see:

Total Orders - All orders in the system
Pending Orders - Orders awaiting confirmation or scheduling
Completed Today - Orders marked complete today

Order List

Each order shows:

Order number and status badge
Client name
Service type
Scheduled time
Address

Quick Actions (per order)

Action	Description
📞 Call	Dial the client's phone number
💬 Text	Open SMS conversation with client
🗺️ Navigate	Open address in Google Maps
- 📦 Scan	Open shipping label scanner for this order

Tap on an order to view full details.

Order Details

The order detail page provides comprehensive information and actions:

Information Sections

Order Header

Order number and title
Current status badge
Scheduled date and time
Total fee amount

Client Information

Signer name
Phone number (with call/text buttons)
Email address

Location

Full address
Navigate button for Google Maps

Company/Vendor (if applicable)

Company name
Phone number
Contact person

Status Updates

Quickly update the order status with these buttons:

Button	Status	When to Use
✅ Confirmed	`confirmed`	Appointment is confirmed with client
⚡ En Route	`in_progress`	You're heading to the appointment
📄 Docs Rec'd	`documents_received`	You've collected documents from signer
- ✓ Completed	`completed`	Appointment is finished

Buttons are disabled if the order already has that status or is completed.

Quick Actions

Action	Description
📞 Call	Dial the signer's phone number
💬 Text	Send SMS to signer
- 📝 Journal	Add a journal entry for this order
📦 Shipping	Scan shipping label for this order
📄 Invoice	View/create invoice for this order
💳 Pay Now	Process payment for this order

Shipping Label Scanner

The shipping label scanner helps you track packages:

From any order, tap the Shipping button
Or tap Shipping in the bottom navigation and select an order
Use your device camera to scan the shipping label
The tracking number is automatically saved to the order

Timer

The appointment timer helps you track time spent on signings:

Tap Timer in the bottom navigation
Select an order (or it will auto-select if opened from order details)
Tap Start to begin timing
Tap Stop when finished
The elapsed time is saved to the order

Tips for Mobile Use

Quick Entry Best Practices

Use address autocomplete - It's faster and ensures accurate geocoding
Enter full name - The system automatically splits first/last name
Set time when confirmed - Helps with scheduling and routing

Status Update Workflow

Typical in-field workflow:

Confirmed - After phone call with client
En Route - When you leave for the appointment
Docs Rec'd - After collecting documents
Completed - When the signing is finished

Communication Shortcuts

Long press the Call button to copy the number
Navigate automatically opens Google Maps with the address pre-filled

Troubleshooting

Quick Entry Issues

Problem: Address autocomplete not working Solution: Type more characters or switch to manual entry (always available)

Problem: Order not appearing in list Solution: Pull down to refresh the order list

Status Update Issues

Problem: Status button not responding Solution: Check your internet connection and try again

Problem: Wrong status applied Solution: Contact support - status changes are logged