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Dashboard

Rundown board

Multi-step checkout workflow for processing departures efficiently

The rundown board is a two-column operations view that tracks bookings through the pre-departure checkout process. Bookings arrive in the "Ready" column when they are waiting to be processed, and move to "In Progress" while staff complete the departure walkthrough.


Board layout

The board splits bookings into two columns:

ColumnStatusDescription
Readyrundown_readyBookings waiting for a staff member to begin the departure checkout
In Progressrundown_in_progressA staff member has opened the checkout flow and is actively processing the departure

Each column shows a count badge and booking cards. On mobile, the two columns become tabs that you swipe between.


Booking cards

Each card displays:

ElementDetails
Customer nameFull name from CustomerInfo
InventoryAsset type name or inventory name
Asset IDsAssigned assets, if any
TimeDeparture and return times
Waiver statusGreen "Waiver" chip when signed, orange "No waiver" when pending
Group indicatorShows the number of members when this is a group booking

Cards in the "In Progress" column display a flashing animation to indicate that a staff member is actively working on them.


Checkout flow

When you tap a booking card, a checkout modal opens with the Check In/Out dialog. The flow varies depending on your asset configuration:

  1. Select the asset -- If the booking has multiple assets, select which one you are checking out.
  2. Record condition -- Log engine hours, fuel level, current condition, and any notes.
  3. Capture photos -- Take or upload photos of the asset before departure.
  4. Sign off -- Employee signature confirms the pre-departure inspection.

When all assets on a booking have been checked out, the booking automatically moves to rundown_in_progress. When the checkout is finalized, the booking transitions to on_lake with departure time, return time, and timestamps recorded.


QR scanner

Tap the camera icon in the header to open the built-in QR scanner. Customers receive a QR code in their booking confirmation email -- scanning it instantly locates the booking in either the Ready or In Progress column and opens the checkout modal.

You can switch which column the scanner searches (Ready or In Progress) before scanning.


Auto-refresh

The board refreshes every 15 seconds to keep the display current. Bookings that change status (e.g., moved to on_lake by another staff member) automatically disappear from the rundown board.

A manual refresh button is also available in the header.


Date filtering

By default the board loads bookings from 14 days ago through 14 days ahead. You can customize the date range:

  1. Tap the filter icon in the header to expand the filter panel.
  2. Set a start date and end date.
  3. Tap Apply to activate the filter, or Reset to return to the default range.

Filter settings are saved to local storage.


Optimistic updates

When you begin processing a booking, the board immediately marks it as "In Progress" locally before the server confirms. If the server update fails, the card reverts to its previous state. This ensures the UI feels fast even on slower connections.

Tip

During peak periods, use QR scanning to process departures quickly without scrolling through the board. The 15-second auto-refresh means multiple staff members can work the board simultaneously without stepping on each other.

Troubleshooting

QR scanner not working -- Check that your browser has camera permissions enabled. On iOS, you may need to grant camera access in Settings > Safari.

No assets available during checkout -- All inventory of that type is currently in use. Wait for a return or check the return board.

Card stuck in "In Progress" -- If a staff member opened and then abandoned a checkout, the card stays in "In Progress." Tap it to resume, or close the modal to return it to "Ready."

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