Driver App, Customer Portal & Field Sales

Your operation,
connected
everywhere.

MobileConnect is the Progressive Web App that puts BookWorks in the hands of every driver, dispatcher, field sales rep, and customer โ€” no app store, no IT deployment, no paper tickets. Install from any browser. Work from anywhere.

๐Ÿ“ฑ
Now a Progressive Web App โ€” install from any browser, any device, no app store required
Customer self-service portalField sales orderingDriver delivery appReal-time pricesCardPointe field payments
10:42โšก 91%
Price List
Market trends ยท Live
Diesel #2$3.769โ†‘ +0.021
Gasoline$3.412โ†“ -0.009
Heating Oil$3.891โ†‘ +0.014
DEF$1.240โ€” flat
Markup & discount shown separately ยท Surcharge exempt honored per account
10:42โšก 84%
MobileConnect ยท Driver
Route A โ€” Mike Johnson
7 stops ยท 8,400 gal today
๐Ÿ“ฑInstalled as PWA โ€” No App Store Needed
STOP 1โœ“ Complete
Smith Farm
350 gal ยท 8:47am ยท BOL #84291
STOP 2 โ–ถActive
Martinez, 88 Oak Ave
Est. 190 gal ยท Diesel #2 ยท Price hidden โœ“
Meter Reading
8,421
Start
147
Delivered
๐Ÿ—บ๏ธ
Route
๐Ÿ’ฒ
Prices
๐Ÿ“‹
BOLs
๐Ÿ’ณ
Pay
10:42โšก 76%
WebConnect ยท Customer
Williams Account
๐Ÿ›ข Tank Level โ€” 275 gal
44%Next: ~Jan 21
Jan 14 ยท 112 gal$198.40 ยท Paid โœ“
Dec 29 ยท 134 gal$237.20 ยท Paid โœ“
๐Ÿ“ท Scan invoice QR to open
0
App store installs needed โ€”
scan QR, add to home screen
4
User types connected โ€” customers,
field sales people, dispatchers, drivers
100%
Integrated with BookWorks โ€”
not a standalone app
โˆž
Devices supported โ€” any phone,
tablet, or desktop browser
Progressive Web Application

Install once.
Works everywhere.
No IT needed.

MobileConnect was recently upgraded to a full Progressive Web Application โ€” the most significant improvement to the field experience in BookWorks' history. Drivers install it in 10 seconds from any browser. It behaves like a native app, works offline, and updates automatically.

โœ“
Install from Any Browser โ€” No App Store NewDrivers open MobileConnect in their phone browser, tap "Add to Home Screen," and it installs instantly โ€” iOS, Android, or desktop. No App Store approval, no MDM enrollment, no IT ticket.
โœ“
Home Screen Shortcut โ€” App-Like ExperienceOnce installed, MobileConnect lives on the driver's home screen like any native app โ€” full-screen, no browser chrome, with the BookWorks icon. No difference in experience from an App Store download.
โœ“
Automatic Updates โ€” Always CurrentWhen BookWorks releases an update to MobileConnect, it updates automatically the next time the app opens. No driver needs to visit an app store or install an update manually.
โœ“
Works on Any Device Your Drivers Already CarryPersonal phones, company phones, iPads, Samsung tablets, ruggedized Android handhelds โ€” MobileConnect works on all of them. No hardware standardization required.
๐Ÿ“ฑ
Before: Native App
App store download, IT deployment, version management, separate iOS and Android builds, approval delays
โšก
Now: PWA
Scan QR on invoice, tap install, done โ€” any device, any browser, any time
New in v4.5.146
How drivers install MobileConnect
1
Dispatcher shares the URL or QR code

The MobileConnect URL is texted to the driver, or they scan the QR code printed on any BookWorks invoice. One tap opens the app in their browser.

2
Tap "Add to Home Screen"

The browser prompts the driver to install MobileConnect as an app. One tap โ€” it installs with the BookWorks icon and a full-screen launch experience. Takes about 10 seconds.

3
Log in and start their route

Driver logs in with their BookWorks credentials. Their route is waiting โ€” stops prioritized, gallons estimated, truck assignment confirmed. Ready to roll.

4
Every delivery posts to BookWorks in real time

Confirmed deliveries update inventory, generate invoices, and notify dispatch โ€” the moment the driver taps Confirm. No end-of-day paper batch. No manual entry back at the office.

WebConnect Customer Portal

Your customers,
self-sufficient.

The same PWA that powers the driver app also powers your customer-facing WebConnect portal โ€” retail, commercial and residential customers check tank levels, place orders, make payments, review BOLs, invoices, statements, and ACH. All on any device, no app download required.

โœ“
QR Code on Every Invoice โ€” Instant Portal Access NewEvery BookWorks invoice now includes a QR code. Customers scan it and land directly in their portal account โ€” no URL to type, no password reset, no "where do I log in" calls to your office.
โœ“
Tank Level and Next Delivery EstimateRetail, commercial, and residential customers see their current tank level (from ATG or degree-day model) and projected next delivery date โ€” eliminating the most common reason customers call your office.
โœ“
Delivery History and Invoice AccessFull delivery history with gallons, dates, and amounts. Customers review BOLs, invoices, statements, ACH drafts, tank levels, and prior orders that are auto pushed to their secure MobileConnect app โ€” reducing accounts receivable friction and paper handling.
โœ“
Field Sales Order GenerationField sales team members easily place customer orders that auto populate in BookWorks, check past orders, payments and AR aging โ€” reducing friction and accelerating fulfillment and delivery.
โœ“
CardPointe Online Payment NewCustomers pay invoices directly through the portal using CardPointe-integrated card processing. Payment posts to AR in BookWorks automatically โ€” no manual receipt entry, no ACH lag.
โœ“
MobileConnect User Email on Customer Records NewEach customer can now have a MobileConnect email stored on their record โ€” enabling targeted portal access invitations, delivery notifications, and automated communications to the right contact.
โœ“
API Log for Third-Party Troubleshooting NewA new API Log page in the website allows authorized users to review third-party API call logs โ€” making it far easier to diagnose integration issues without calling support.
Portal Home
๐Ÿ›ข Tank Level
44%
~121 gal ยท Next: Jan 21
Last Delivery
Jan 14 ยท 112 gal
$198.40 ยท Paid โœ“
Transaction History
Jan 14 ยท 112 gal$198.40
Dec 29 ยท 134 gal$237.20
Dec 12 ยท 98 gal$173.45
๐Ÿ’ณ Pay Invoice Online
MobileConnect Price List
Updated: 10:41am PST
โ›ฝ
Diesel #2 Off-Road
Terminal: Portland OR
$3.769
โ†‘ +0.021
Price Breakdown
OPIS Rack Avg$2.847
Taxes & Fees$0.614
Freight$0.085
Volume Discount-$0.015
Margin / Markup+$0.238
Net Invoice Price$3.769
๐Ÿ‘๏ธโ€๐Ÿ—จ๏ธ
Driver View Hidden: The driver delivering this order will only see gallons on their device. Price is hidden per account settings.
Live Price List with Market Trends

Drivers see the market
move โ€” in real time.

The MobileConnect price list was significantly improved โ€” it now shows market price trends alongside current customer prices. Drivers and field staff can see at a glance whether prices are moving up or down, enabling better conversations with customers and fewer pricing questions to dispatch.

โœ“
Market Trend Indicators UpdatedEvery product on the price list shows a trend indicator โ€” up, down, or flat โ€” based on rack price movement since the last update.
โœ“
Separated Markup & Discount Display UpdatedMarkup and discount are now shown as separate line items in the price build-up โ€” giving dispatchers and drivers a transparent view of how the customer price was constructed.
โœ“
Price Hiding During Order Entry NewA new setting lets you hide pricing from the driver during the order entry screen โ€” for operations that don't share customer pricing at the truck level.
โœ“
Special Spread Pricing Correct on Portal FixedThe price list now correctly shows markup matching for special spreads generated via the price utility.
โœ“
Customer Surcharge Exempt HonoredIf a customer account has surcharge-exempt status, MobileConnect correctly excludes the surcharge from their displayed price.
Field Payment Processing

Collect payment
at the door.
Posted instantly.

CardPointe integrated payment processing brings card acceptance directly to the delivery โ€” drivers collect payment at the time of delivery on their phone, the transaction processes securely through CardPointe, and the payment posts to AR in BookWorks automatically. No end-of-day cash handling. No manual receipt entry.

โœ“
CardPointe In-App Payment NewFully integrated CardPointe payment processing โ€” drivers tap Pay on the delivery screen, customer taps or swipes, payment authorized and posted to AR immediately. No separate terminal device required.
โœ“
Customer Portal Online PaymentCustomers who prefer to pay later can use the WebConnect portal โ€” same CardPointe integration, same automatic AR posting, whether payment is collected in the field or online after delivery.
โœ“
Chip, Tap, and Swipe SupportCardPointe handles all modern payment methods โ€” EMV chip, contactless tap-to-pay, and magnetic stripe โ€” on the driver's phone using the CardPointe mobile card reader.
โœ“
Payment Immediately Updates BookWorks AROnce CardPointe confirms the transaction, the payment posts to the customer's AR account in BookWorks in real time โ€” the back office sees it the moment the driver collects it.
โœ“
Electronic Receipt to CustomerCustomers receive an electronic payment receipt via email or SMS โ€” reducing customer service calls about "did you get my payment?" and maintaining a clean payment audit trail.
Collect Payment
Martinez, 88 Oak Ave ยท Delivery Complete
Delivery DateJanuary 16, 2025
ProductDiesel #2 ยท On Road
Gallons Delivered147.0 gal (metered)
BOL Number#84293
Invoice Total$554.24
๐Ÿ’ณ
Tap, Insert, or Swipe Card
CardPointe ยท Secure Processing ยท All cards accepted
VISAMastercardAmexDiscoverApple Pay
BOL Tracking & Draft Notices

Every delivery,
every document,
right there.

Drivers used to carry clipboards and paper BOLs. Customers received paper invoices that sat on desks. With MobileConnect, every delivery document is digital, immediately available, and permanently linked to the BookWorks transaction record.

โœ“
BOL Number on Draft Screen & Paying Invoices Grid NewThe BOL number is now visible on the driver's draft screen and the Paying Invoices grid โ€” giving drivers the reference number they need for customer questions.
โœ“
Disclaimer on Draft Notices NewA configurable disclaimer now appears at the bottom of all draft notices sent through MobileConnect โ€” for fuel jobbers who need payment terms or late fee language on customer-facing documents.
โœ“
Electronic Delivery ConfirmationEvery delivery is confirmed electronically through MobileConnect โ€” meter reading captured, gallons confirmed, timestamp logged. The confirmation posts to BookWorks immediately as the basis for invoicing.
โœ“
QR Code on Invoice Drives Portal AdoptionInvoices sent from BookWorks include a QR code that opens the customer's WebConnect portal โ€” encouraging self-service adoption and reducing inbound calls to your customer service team.
โœ“
Shipment Journal โ€” Customer View Report NewA new Shipment Journal report shows invoices as customers see them โ€” a cleaner view of what was delivered and billed, useful for customer-facing statements and dispute resolution.
BOL Reference โ€” Driver Viewโ˜… New โ€” BOL on Draft Screen
BOL Number#84293
CustomerMartinez, 88 Oak Ave
ProductDiesel #2 ยท On Road
Gallons147.0 gal (metered)
TerminalTerminal 4 ยท Sunoco
Date / TimeJan 16, 10:42 AM
StatusDelivered โœ“
Draft Notice โ€” Delivered to CustomerWith Disclaimer
๐Ÿ“‹
Invoice #INV-8841 โ€” Jan 16
147.0 gal Diesel ยท BOL #84293 ยท Martinez
$554.24
๐Ÿ“จ
Email sent to customer
Includes QR code for portal access & payment
Sent โœ“
โš–๏ธ
Disclaimer Included
Payment terms & late fee language โ€” configurable per company
Integrations & API Visibility

Third-party connections,
fully visible.

MobileConnect connects to a growing ecosystem of field tools and third-party services. A new API Log page in the BookWorks website gives operators visibility into every third-party API call โ€” making integration troubleshooting fast and self-service instead of a support ticket.

๐Ÿ“Š
API Log Page New

View all third-party API calls made through BookWorks โ€” timestamps, endpoints, response codes, and payloads. Diagnose integration failures without contacting support.

๐Ÿ””
MobiWork Notifications Fixed

MobiWork field service notifications now reliably surface in BookWorks โ€” field exceptions, delivery alerts, and service updates reach the back office in real time.

๐Ÿš›
In-Truck Delivery Partners โ€” BizSpeed, FleetPanda & RowLogic New

Native support for BizSpeed, FleetPanda, and RowLogic โ€” full API configuration and bidirectional order exchange between BookWorks and each platform.

โšก
e-Fueling Truck Integration

Electronic meter data flows from the truck into MobileConnect โ€” delivery quantities confirmed at the meter, no manual entry, paperless from field to invoice.

API Activity Logโ˜… New Feature
Live API Call Log โ€” Jan 16, 2025
10:42:08POST/v1/mobileconnect/delivery/confirm20084ms
10:42:06POST/v1/cardpointe/payment/charge200CardPointe ยท $554.24
10:41:55GET/v1/pricelist/zone/3200DTN live
10:40:12POST/v1/fleetpanda/order/sync200BizSpeed, FleetPanda & RowLogic
10:38:44GET/v1/atg/insite360/readings20042 tanks
10:35:21POST/v1/mobiwork/notification504โš  timeout โ€” retry triggered
10:35:25POST/v1/mobiwork/notification200retry OK ยท 1,204ms
10:30:08GET/v1/weather/hdd/zone/3200degree days loaded
10:28:55POST/v1/invoice/email/84841202QR code + disclaimer
โœ“ All critical integrations nominal ยท MobiWork retry resolved ยท 847 calls today
Website Dashboard & Navigation

Your BookWorks
homepage, your way.

MobileConnect is part of a broader BookWorks web experience โ€” including a newly added website dashboard on the BookWorks homepage and the ability to add custom menu links to the main navigation. Give your team the shortcuts they use most, visible the moment they log in.

โœ“
Website Dashboard on BookWorks Homepage NewA new dashboard has been added to the BookWorks website homepage โ€” giving users an at-a-glance operational view (active deliveries, outstanding AR, ATG alerts, price movements) the moment they open the system.
โœ“
Custom Menu Links to Main Navigation NewAdd custom links directly to the main BookWorks menu โ€” frequently used reports, external tools, or internal resources can be one click away for every user, without navigation shortcuts or workarounds.
โœ“
Schedule Deliveries on Main Menu NewThe Schedule Deliveries function is now accessible directly from the main menu as "Schedule" โ€” so dispatchers can jump directly to the delivery queue from anywhere in the system with one click.
BookWorks Homepage Dashboard
Good morning, Acme Petroleum โ˜€๏ธ
Quick Access
๐Ÿ—บ๏ธ
Dispatch
๐Ÿ’ณ
AR
๐Ÿ“‹
Orders
๐Ÿ“Š
โœฆ Custom
๐Ÿ”—
โœฆ Custom
โš™๏ธ
Settings
Today at a Glance
Active Trucks
14
/ 16 fleet
AR Outstanding
$2.4M
94% current
ATG Alerts
3
action needed
๐Ÿ“ฑMobileConnect: 14 drivers online ยท All deliveries syncing
Ready to See It Live?

From paper tickets
to real-time
everything.

We'll walk you through a live MobileConnect demo โ€” customer portal, driver workflow, field sales order generation, payment collection, and the BookWorks integration behind it all. 30 minutes from your first screen to complete understanding.

Or email sales@keyinfotech.com ยท Birmingham, MI 48009

Schedule Your Demo
See MobileConnect on driver, dispatcher, and customer views simultaneously.

No obligation ยท Responds within 1 business day