Contact Us
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
Jenn Southan
jennifer.southan@tobicloud.com
0
Article
Last Month
Adding Users
Published June 18th, 2024 by Jenn Southan
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: Any user who will be accessing the Tobi Driver application. This user ca
Price Model
Published June 18th, 2024 by Jenn Southan
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
Reporting
Published June 20th, 2024 by Jenn Southan
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
Activity Logs
Published June 20th, 2024 by Jenn Southan
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
Booking Creation
Published June 18th, 2024 by Jenn Southan
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
Adding Vehicles
Published June 18th, 2024 by Jenn Southan
Add a Vehicle Admins can add vehicles and associate them with the appropriate fleet and service areas. Before adding a vehicle: Make sure the required Vehicle Type has been created. Vehicle Types must be configured before adding vehicles. Log in to the application. Navigate to Configurations > Vehicle . Add the vehicle and assign the appropriate
Trip Card Actions
Published June 18th, 2024 by Jenn Southan
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
Operations Overview
Published June 18th, 2024 by Jenn Southan
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
Manually Updating Fares
Published January 21st, 2026 by Jenn Southan
Tobi has two different methods for calculating the fare for a booking: manually and automated. An automated calculation will use the price rules you have set up, while manual pricing will need to have line items added and/or edited to the correct pricing for the trip. If you wish to modify the fares from the applied price rule (or if there is no pri
Billing and Invoicing
Published June 20th, 2024 by Jenn Southan
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
Instant Messaging and Chat
Published June 20th, 2024 by Jenn Southan
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
Driver Card Actions
Published June 20th, 2024 by Jenn Southan
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
Creating Fleets
Published June 18th, 2024 by Jenn Southan
A Fleet represents a working entity within your Tobi account. It includes the drivers and vehicles that operate your business and can serve one or more Service Areas. You can have multiple fleets within a single Tobi account. For example, if you operate multiple business entities, each with its own business structure, you can set each one up as a se
Configure Load and Unload Times
Published June 18th, 2024 by Jenn Southan
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
Creating Service Areas
Published June 17th, 2024 by Jenn Southan
Service Area A Service Area defines the geographic area where your organization provides NEMT services. You can create a Service Area by drawing a boundary on the map around the area you serve. This helps Tobi understand the geographic coverage of your operations when planning and scheduling trips. Depot Each Service Area has a Depot , which represe
Workbook Overview
Published June 20th, 2024 by Jenn Southan
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
Route Planner
Published June 20th, 2024 by Jenn Southan
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
System Notifications
Published June 20th, 2024 by Jenn Southan
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
Geofence Alerts
Published June 20th, 2024 by Jenn Southan
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
Adding Accounts
Published June 18th, 2024 by Jenn Southan
An Account represents an organization that provides booking data to your company. Accounts are typically the entities responsible for sending or managing trip bookings. Examples of accounts include: Brokers HMOs Medicaid Corporate entities Schools Facilities Adding an Account To add a new account: Navigate to Configurations > Accounts . Select Ad
Subcontracting
Published June 20th, 2024 by Jenn Southan
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
Types of Bookings
Published June 18th, 2024 by Jenn Southan
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
How to Create a Recurring Route
Published June 20th, 2024 by Jenn Southan
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.”
Welcome to Tobi: Getting Started
Published June 17th, 2024 by Jenn Southan
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
Driver Notification and Trip Status
Published June 18th, 2024 by Jenn Southan
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
Trip Assignment
Published June 18th, 2024 by Jenn Southan
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
API Bookings
Published June 18th, 2024 by Jenn Southan
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.
Lock Leg Charges
Published January 21st, 2026 by Jenn Southan
Tobi has two different methods for calculating the fare for a booking: manually and automated. An automated calculation will use the price rules you have set up, while manual pricing will need to have line items added and/or edited to the correct pricing for the trip. In the event your fare is not calculating properly, it is always good to see if it
CSV Import - End to End Guide
Published June 18th, 2024 by Jenn Southan
Bulk Import Trips via CSV Bulk trip import allows dispatchers to efficiently create multiple trips in Tobi by uploading a properly formatted CSV file. This article explains how to upload, map, monitor, and understand system rules for trip imports. Navigate to Trip Import Go to: Operations → Trip Import Trips This screen allows you to: Upload new tri
Load More
