Sales Rep Role

JSRSF Booking Pro

Sales Representative Manual

Everything you need to create bookings, manage reservations, track your hours, and close more sales at the beach.

Version 1.0  Β·  by TecnoAi  Β·  JSRSF South Florida Systems

πŸ“‹ Table of Contents

  1. Logging In & Your Profile
  2. Clock In / Clock Out
  3. Dashboard
  4. Creating a New Booking
    Step-by-step walkthrough of the Fleet Order form
  5. Managing Existing Bookings
    Filters, status updates, payments, messages
  6. Map View
  7. Credits & Balance
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Section 1
Logging In

Open the app in your browser or from the home screen icon if you installed it as a PWA. Enter your work email and password provided by your admin, then tap Sign In.

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Screenshot: Login Page
Shows the JSRSF logo, email/password fields, and Sign In button
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First time logging in? Your admin set a temporary password of pass123. You may be prompted to change it. Keep your new password safe β€” do not share it.
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Install as an App: When you first open the site, you may see an "πŸ“² Install" button at the top right. Tap it to add JSRSF Booking Pro to your phone's home screen for fast access β€” it works like a native app, even offline for certain features.
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Section 2
Clock In / Clock Out

As a Sales Rep, you must clock in when you start your shift and clock out when you finish. This records your working hours for payroll calculation.

Currently Working
02:34:17
 

How to Clock In

How to Clock Out

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Don't forget to clock out! If you forget, your entry shows as "In Progress" and your admin will need to manually correct the end time. Unclosed shifts can affect your pay calculation.
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Section 3
Dashboard

The Dashboard is your home screen. It gives you a quick snapshot of today's activity and your team's performance.

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Screenshot: Dashboard for Sales Rep
Shows the 4 stat cards, port availability widget, activity log, and New Booking button

What You See

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Volume (This Month)
Total revenue for the current month. Click to open the detailed reports panel.
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Today's Reservations
How many bookings are scheduled for today across all locations.
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Confirmed
Total bookings currently in CONFIRMED status.
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Port Availability
Shows active ports for today. An alert appears if any port is unavailable.

Activity Log

The bottom section shows the 10 most recently completed bookings β€” great for staying informed about what's happening across the fleet.

New Booking Button

The large orange + New Booking button is your main tool. Click it whenever a customer wants to book a service. See the next section for the full step-by-step guide.

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Section 4
Creating a New Booking

Creating a booking is your most important daily task. Follow these steps every time a customer wants to reserve a service.

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Screenshot: Fleet Order Modal β€” Category Selection
Shows the service category grid: Jet Ski, ATV, Yacht, and any custom categories

Step 1 β€” Choose the Service Type

A grid of service buttons appears. Tap the one the customer wants:

OptionDescription
🚀 Jet SkisPersonal watercraft rentals β€” single or double rider options
🚜 ATV / QuadAll-terrain vehicle experiences on land
πŸ›₯️ YachtsYacht charters and boat experiences
Custom categoriesAny additional services your company offers (e.g., Parasailing πŸͺ‚)

Step 2 β€” Build the Order

This section lets you add one or more activities to the booking cart:

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Screenshot: Fleet Order β€” Activity Builder & Cart
Shows the activity dropdown, port selector, quantity inputs, and the cart with added items
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Multi-Activity Orders: If a group wants Jet Skiing AND ATVs, add both! Each activity is a separate cart item with its own price. The system calculates the combined total automatically.

Step 3 β€” Customer Information

Every booking needs a name and phone number:

FieldRequiredWhat to Enter
Customer NameRequiredFull name of the person booking (or group leader)
Phone NumberRequiredSelect the country flag (+1 US, +52 MX, etc.) then enter the number
EmailOptionalOnly needed if you want to send an email confirmation

Step 4 β€” Date & Time

FieldWhat to Enter
Launch DateDate of the reservation (today or future date)
Launch TimeThe exact time the activity starts. Some activities have pre-set times to choose from.
Number of PeopleTotal headcount in the group (e.g., if 3 people split a booking, enter 3)
Log NotesAny special instructions: rider experience level, special requests, waiver status, etc.

Step 5 β€” Promo Code & Referral

If the customer has a promo code, enter it in the field and tap Apply. If valid, the discount is subtracted from the total automatically.

Select the Referral Source β€” how did the customer find you? This helps track marketing performance:

Instagram Β· TikTok Β· Google Β· Facebook Β· Friend/Referral Β· Flyer Β· Walk-in Β· Other

Step 6 β€” Payment Method & Amount

Select how the customer is paying:

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Cash
Customer pays in person with cash
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Card
Send a Stripe link or charge via phone
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Zelle
Customer sends via Zelle
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Venmo
Customer sends via Venmo
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CashApp
Customer sends via Cash App
β€’β€’β€’
Other
Any other payment method

If Card is selected:

Fill in the payment amounts:

FieldNotes
Total AmountTap "Use $X" to auto-fill from the cart total, or type a different amount
TipOptional β€” add if the customer wants to include a tip
DepositIf only a partial payment was taken (e.g., deposit to hold the spot)
Payment NotesTransaction ID, Zelle confirmation, or any payment reference

The summary box at the bottom shows the full breakdown:

Subtotal β†’ Promo Discount (if any) β†’ Net Total β†’ Tax (7%) β†’ Deposit β†’ Balance Due at Location

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Screenshot: Payment Section with Summary Box
Shows the payment method grid, amount fields, and the balance due summary box in orange

Step 7 β€” Confirm the Order

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Save a Draft: If you get interrupted mid-booking, click Save Draft at the bottom. Your work is saved for 24 hours. Come back and click the draft dropdown at the top of the modal to restore it.

Availability Check

While filling out the booking form, the system automatically checks if the selected location has capacity for the chosen date and time. Look for:

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Section 5
Managing Existing Bookings

Go to the Bookings page in the left sidebar to see all reservations. From here you can find any booking, check its status, and take action on it.

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Screenshot: Bookings Page β€” List View
Shows the filter bar at the top and the list of bookings with status badges and customer names

Finding a Booking

Use the filter bar at the top to narrow down the list:

FilterUse it when...
← Today β†’Navigate day-by-day to see bookings for a specific date
Customer searchType the customer name or phone to find their booking instantly
Booking RefCustomer has a reference number and you need to pull it up fast
Status filterShow only CONFIRMED, PENDING, COMPLETED, etc.
LocationView bookings for a specific port only

Booking Status Meanings

StatusWhat It MeansWhat You Should Do
CONFIRMEDReservation confirmed, all goodNothing β€” just make sure they show up
PENDINGAwaiting confirmation or paymentFollow up with the customer
COMPLETEDActivity was done successfullyNo action needed
CANCELLEDBooking was cancelledCheck notes for reason
DRAFTNot fully submitted yetComplete and confirm the booking

What You Can Do on a Booking

Click any booking row to open its full detail view. As a Sales Rep, you can:

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Send Payment Link
Send a Stripe link to the customer for the remaining balance
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Update Status
Mark as Confirmed, Completed, or Cancelled
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Edit Details
Correct quantities, notes, or customer info if needed
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Resend Message
Send another SMS or email confirmation to the customer
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Note: Sales Reps cannot delete bookings or access admin-only features like Staff Management, Pricing, or Leads CRM. If you need to remove a booking, contact your admin.

Calendar View

Toggle to Calendar View using the button near the top of the Bookings page. This shows a full month grid with dots on days that have bookings β€” useful for spotting busy vs. slow days at a glance.

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Section 6
Map View

The Map View shows all active fleet locations pinned on an interactive map. Use it to help customers find the nearest port or to look up a location's details before booking.

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Screenshot: Map View
Shows Google Map with colored pins for each port and the location detail panel

How to Use the Map

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Credit Usage: Each map load and address search uses 1 credit. Avoid refreshing the map unnecessarily.
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Section 7
Credits

Credits power the platform. As a Sales Rep, you can view the current credit balance but cannot purchase credits (that's handled by your admin).

Seeing the Balance

Look at the left sidebar at the bottom β€” there's a credit balance pill. The color tells you the status:

ColorBalanceAction Needed
🟒 Gray/Green50+ creditsAll good β€” keep working
🟠 Orange10–50 creditsAlert your admin β€” low balance
πŸ”΄ Red (blinking)Below 10Urgent β€” notify admin immediately, bookings may fail

Credit Cost Per Action

What You DoCredits Used
Create a new booking1 credit
Edit or move a booking1 credit
Use the map or address search1 credit per search