Welcome to Tobi! We're excited to have you on board.

Here’s a comprehensive guide on what you can expect after signing up for your free 30-day trial.

Initial Contact

Once you've signed up for your trial, our sales representative will reach out to you. During this initial contact, we’ll gather some essential information to complete your setup. This step ensures that your experience with Tobi is tailored to your specific needs.

Welcome Letter

After providing the necessary information, you can expect to receive a welcome letter within 1-3 days. This letter will include:

• Your login credentials
• The Tobi User Guide
• A link to sign up for your 45-minute Onboarding Call

Onboarding Call

The onboarding call is a crucial step in your journey with Tobi. During this 45-minute session, your dedicated onboarding specialist will walk you through the following six main configurations:

1. Service Area: Define the geographical area where your services will be available.
2. Price Models: Set up different pricing models based on distance, time, or other factors.
3. Fleet Management: Organize and manage your fleet efficiently.
4. Vehicles: Add and categorize the vehicles in your fleet.
5. Users: Set up different user roles and permissions.
6. Accounts: Manage brokers, insurance, and facilities.

Additionally, you will:

• Compile a list of existing data required to go live.
• Learn how to add driver shifts.
• Understand how to add trips using our booking form.
• Get hands-on experience in assigning trips.

Getting Started

After the onboarding call, you'll be ready to start adding drivers to your system. Here's what you need to do:

1. Add Drivers: Begin adding drivers and provide them with login details for the Tobi Driver app.
2. Download the Driver App: Ensure your drivers download the Tobi Driver app from the Google Play Store or Apple App Store.

Training Sessions

To make sure everyone on your team is up to speed, you can book multiple training sessions. These sessions are designed to provide comprehensive training for:

• Admins: Learn to manage the entire system.
• Dispatchers: Get familiar with assigning trips and managing driver schedules.
• Drivers: Understand how to use the Tobi Driver app effectively.

Conclusion

We are committed to making your transition to Tobi as smooth as possible. Our support team is always here to help with any questions or issues that may arise. Welcome to a more efficient and organized way of managing your transportation needs!

If you have any questions or need further assistance, don't hesitate to contact our support team. Happy driving with Tobi!