A to Z Dispatch Client Workspace Setup (Onboarding)

A to Z Dispatch Client Workspace Setup (Onboarding)

1. 01

   Log into the A to Z Dispatch admin console and navigate to the 'White Label' section to create a new client workspace.

   Enter the client's company name, upload their logo, and set brand colors. This ensures all passenger and driver apps display the client's branding.

2. 02

   Configure the client's service zones and fare rules in the 'Dispatch Settings' panel.

   Define pick-up and drop-off zones, set base fares, and apply per-mile or per-minute rates. For Team 50 plans, custom forms and fare rules are available.

3. 03

   Import existing driver, vehicle, and booking records using the 'Migration' tool.

   Use A to Z Dispatch's migration assistance to transfer data from legacy systems like Limo Anywhere or Moovs. Verify that all records map correctly to the new workspace.

4. 04

   Set up the payment gateway in the 'Payments' tab to enable zero-commission transactions.

   Connect the client's bank account and configure the payment processor. Ensure that the booking flow captures payments without additional commission fees.

5. 05

   Activate the branded passenger and driver mobile apps from the 'App Management' section.

   Publish the apps under the client's name in the App Store and Google Play. Provide the client with the app store links and test credentials for internal review.

6. 06

   Enable AI features such as the AI Route Manager and AtoZ AI employees for automated call handling.

   Configure the AI Route Manager to optimize job assignments and set up AI employees to answer incoming calls. Customize the AI's responses to match the client's service tone.

7. 07

   Conduct a live test of the dispatch console with a sample booking.

   Create a test job, assign it to a driver, and track the vehicle in real-time. Verify that the passenger app receives notifications and that payment processing works end-to-end.

8. 08

   Hand over the workspace to the client with a training session.

   Walk the client through the dispatch console, driver app, and reporting dashboard. Provide documentation and schedule a follow-up to address any questions.