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Mitch
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Price Model
Published June 18th, 2024 by Mitch
Price Model helps you manage pricing across the various service lines and enables the creation of an NEMT company's unique pricing requirements. Price Model: a collection of Price Rules. When an account is tied to a fleet, the Price Model is made part of the association for fare calculation to be automated. Price Rule: a composition of various facto
Trip Card Actions
Published June 18th, 2024 by Mitch
Add an unassigned trip to a route or an unassigned/ongoing run: You can add the unassigned trip to a route or run by selecting the trip card and clicking on the menu action option "Add to Run" of the required route or run card. Cancel a trip You can cancel a trip or the entire booking and provide a cancellation reason. Revive a trip You can revive a
API Bookings
Published June 18th, 2024 by Mitch
Tobi provides seamless API integration with external brokers or providers, which can sync the bookings from other applications to Tobi and send the completion status back to the providers or brokers. Reach out to help@tobicloud.com for integration requests.
Reporting
Published June 20th, 2024 by Mitch
Admins can view the different reports in the system, such as the Revenue Report, Driver On-time Report, Driver Performance Report, Driver Shift Report, and Fare Breakdown Report. Dispatchers can view the Driver Shift Report; the rest are accessible only by admins. Revenue Report Users can view the revenue generated for the accounts for the given p
What's New - TOBI v4.38.5 - Sept 3, 2024
Published September 3rd, 2024 by Mitch
Hey, everyone! Please check out the latest updates to Tobi from Tuesday, Sept. 3, 2024. Thank you for your feedback. We are continuously seeking new ways to enhance your experience! Release Features This week, we rolled out several new feature improvements and bug fixes. 1. Added Service Area Field to Data Export from Workbook The Service Area fie
Geofence Alerts
Published June 20th, 2024 by Mitch
Tobi's Geofence Alerts feature helps improve safety and security by providing real-time notifications when vehicles enter or exit predefined geographic areas. Key features of Geo-Fence Alerts Customizable Geographical Boundaries: Define specific geographic areas using radius-based fences. Alerts: Drivers receive instant alerts via the Tobi platform
Billing and Invoicing
Published June 20th, 2024 by Mitch
The Billing and Invoicing feature in Tobi provides comprehensive tools to streamline your billing processes, whether you prefer to bring your own billing system or take advantage of our robust billing features. Key Functionalities ♦ Bring Your Own Billing: Tobi offers seamless integration with your existing billing system. You can easily connect
Types of Bookings
Published June 18th, 2024 by Mitch
One-way Booking: You can create a booking with only one trip leg, going from pickup to drop-off. Multi-way Booking: You can create a booking that is a return trip or has multiple trip legs for the same service date. Driver Wait Trips: You can create driver-wait bookings in which the driver waits with the client until his last trip leg. You can add t
Service Area
Published June 17th, 2024 by Mitch
Before getting started, it is crucial to set up and configure the primary entities in the system. Some of these concepts answer questions like: Where do you provide service? - Your Service Area How do you price your services? - The Pricing Model and Pricing Rules Setup Service Codes Service Area Service Area is the geographical area where your fleet
Workbook Overview
Published June 20th, 2024 by Mitch
The Workbook provides a comprehensive view of entries by booking, trip, or invoice, enabling efficient tracking and management of billing activities. You can apply filters to refine your view based on client name, facility, broker, or vehicle, allowing customized analysis and reporting. Booking View This page allows you to: View the bookings and e
Configure Load and Unload Times
Published June 18th, 2024 by Mitch
TOBI allows the user to configure the load/unload times on different booking parameters, such as Seating Need Service Types Trip Purpose Vehicle Mode How to Configure Load and Unload Times Users can configure the base time for primary passengers and subsequent passengers. In addition, they can configure the times for each booking parameter for pr
Subcontracting
Published June 20th, 2024 by Mitch
Subcontracting allows dispatching across fleets, and dispatchers can assign the trips to the driver from the subcontracted fleet. Configure the subcontracting fleet on the fleet screen or account screen. During the assignment, the driver suggestion list will be shown in the sort order of soonest available and will also show the drivers from the prim
How to Create a Recurring Route
Published June 20th, 2024 by Mitch
Step 1: Go to "Operations > Route Planner." Step 2: In the “Route” pane, click the “+” icon. Step 3: Add details such as name, description, fleet, start and end time, and preferred driver. Step 4: Select days to repeat for the recurring route (you must have at least one repeated day). Step 5: Click “Save Route.”
Fleet
Published June 18th, 2024 by Mitch
Whether you have one fleet with one mode of transportation or multiple fleets with multiple modes, Tobi can support your business. This means you can set up various fleets—business entities with their own Tax ID and business formation— within your Tobi account. From Tobi's perspective: A Fleet is a working entity that consists of Drivers and Vehic
What's New - TOBI v4.38.2 - Aug 27, 2024
Published August 27th, 2024 by Mitch
Hey, everyone! Please see the latest updates to Tobi from Tuesday, Aug. 27, 2024. Thanks for your feedback. We are always looking for new ways to improve your experience! Release Features This week, we focused on some critical bug fixes, including: Real-Time GPS Sync to Third-party Brokers like MAS Issue Overview We fixed an issue where real-time G
Accounts
Published June 18th, 2024 by Mitch
An Account is a working organization that provides booking data to the NEMT company; it is considered the data provider. Accounts include: Brokers HMOs Medicaid Corporate entities Schools OPWDD To set up an account, provide the following information: Basic information: Name, phone number, and email. Booking configuration: Cancellation charges, dist
Booking Creation
Published June 18th, 2024 by Mitch
Adding Trips into Tobi There are four ways to add bookings/trips into Tobi: Manual entry via the Booking Form CSV trip upload Facility Booking Portal API Integration Manual entry via the Booking Form Hover over the "Operations" menu and select "Book a Trip," or choose the "+" option on the top right of the “Trips & Routes” pane. Client Informat
Vehicles
Published June 18th, 2024 by Mitch
Admins can add vehicles and associate them with fleet and service areas. Manage Vehicle Type Vehicle Type must be added before adding a vehicle. Log in to the application and navigate to “Configurations > Vehicle.” Click on “Manage Vehicle Type.” Click on “Add New.” Provide details: Make, Model name, seating capacities (how many passengers can th
Route Planner
Published June 20th, 2024 by Mitch
Tobi's Route Planner is a comprehensive tool that enables efficient planning and optimization of transportation routes. Key features Recurring Route Creation: You can create a recurring route for a specific fleet, account, or service area and add the preferred driver. Intelligent Routing: Automatically generates optimized routes based on multiple
Driver Card Actions
Published June 20th, 2024 by Mitch
Update Shift You can update shifts by clicking on the "Shift" bar. Note: You won't be able to update the shift if the assigned runs fall out of the shift. Remove Shift You can remove the shift for the selected date of service. Click on the "Shift" bar and select the toggle button to remove the shift. Note: You won't be able to remove the shift if ru
Trip Assignment
Published June 18th, 2024 by Mitch
Users can assign a trip multiple ways. All the options for assigning a trip are described below: Option 1: Open suggestions via a keyboard command When the trip card is selected, the user must use a keyboard command to receive the driver suggestions in the Driver Pane. Windows and Linux users: “Ctrl+D” Mac users: “Cmd+D” Option 2: Double-click on t
Welcome to Tobi: Getting Started
Published June 17th, 2024 by Mitch
We're thrilled to welcome you to Tobi, your premier dispatch software designed to revolutionize the way you manage your business operations. With Tobi, you can access a comprehensive suite of powerful features that will enhance efficiency, streamline your processes, and elevate customer service. We understand the unique challenges faced by business
CSV Import
Published June 18th, 2024 by Mitch
Bulk import trips by uploading a CSV file containing trip details. Navigate to “Operations > Trip Import.” IMAGE Pre-condition The file should be in CSV format. The CSV file should have a column called Account code. The application requires it to identify which account the bookings need to be created. This account code should be present on th
Activity Logs
Published June 20th, 2024 by Mitch
Our Activity Logs/Audit recording feature for booking creation and updates allows tenants to capture and view the raw payload and data of the below activities performed by users: Who created the booking. When the booking creation happened. What action was performed: Add/Save booking and Update booking. How to Access Auditing Information: Navigate
Operations Overview
Published June 18th, 2024 by Mitch
The Operations page provides a user-friendly and efficient interface for creating manual trips, assigning trips to drivers, and monitoring trip progress in real time. With trip cards, live data updates, driver statuses, and the Live GPS Map, users have the tools to ensure smooth and effective NEMT operations. This section provides an overview of t
What's New - TOBI v4.38.0 - Aug 22, 2024
Published August 23rd, 2024 by Mitch
Hey, everyone! Please take a look at the latest updates to Tobi from Thursday, Aug. 22, 2024. As always, we appreciate your feedback and are always looking for new ways to improve your experience. Release Features New Driver Status: Off Duty A new "Off Duty" status has been introduced for drivers under specific conditions. KEY UPDATES: Off Duty Stat
System Notifications
Published June 20th, 2024 by Mitch
System notifications allow admins to send different notifications in the form of email and SMS to clients, including: Booking Confirmation Booking Update Booking Cancelation Trip status On the way Arrived at pickup Trip Completed You can manage all the notifications and notifications templates, automate the notifications, or exclude any notification
What's New - TOBI v4.38.7 - Sept 5, 2024
Published September 5th, 2024 by Mitch
Hey, everyone! We've released a new update and some bug fixes to Tobi on Thursday, September 5, 2024. Thanks for your feedback. We are always looking for new ways to improve your experience! Features Send Driver SSN to MAS New API Integration: The MAS "Create Driver API now supports the inclusion of Social Security Number (SSN) data. In the "Create
Driver Notification and Trip Status
Published June 18th, 2024 by Mitch
The assigned driver will receive a notification via the Tobi Driver app indicating they have been assigned a new trip. This notification does not require immediate action; it serves as an alert for the driver. When the driver selects "Start Run" in the driver app, the trip card in the Runs pane will reflect the updated status in real-time. Once the
Booking Portal
Published June 20th, 2024 by Mitch
Tobi's Booking Portal enables seamless and convenient trip bookings by account admins for their clients, streamlining the process for both clients and dispatchers. Key Features of the Booking Portal User-Friendly Interface: Provides a simple and intuitive interface for clients to book their trips easily. Automated Trip Entry: The booking portal au
Instant Messaging and Chat
Published June 20th, 2024 by Mitch
Users can interact with drivers via an internal chat system, which is also available to other web users. Key Features Default Messages for Drivers: Set up default messages for the drivers so that they can send messages with a click. Dispatcher Communication with Drivers: For all dispatches, there is a pre-defined group with each driver named "Drive
What's New - TOBI v4.39.0 - Sept 12, 2024
Published September 11th, 2024 by Mitch
Hey, everyone! We've released Version 4.39.0 on Thursday, September 12, 2024. This release includes some significant updates that you will find below. As always, thanks for your feedback. We are always looking for new ways to improve your experience! Features New Trip Status: “No Show” We have introduced a new "NO SHOW" status to improve the visibi
Users
Published June 18th, 2024 by Mitch
Users are the system users who will be operating the web application. Below are the user roles that can be added in Tobi: Tenant Admin- The Super Admin of the application and has access to all functions of the web-based application. Dispatcher- Has access to Operations and Workbooks only and can only log in to the web-based application. Driver- A
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