Overview
TOB-E is your AI assistant inside SmartMoving. TOB-E watches your business each day and answers questions about your operations in plain language.
Here's what TOB-E can do for you:
Morning Briefing. A daily summary delivered to your email each morning, covering jobs, crews, revenue, outstanding payments, sales follow-ups, and items that need your attention. The briefing reflects your numbers at the time it is sent. Learn more about reading your morning briefing and how to configure it here.
Conversational Q&A. A chat where you ask questions about your business and get answers backed by your real SmartMoving data.
Help center search. Ask TOB-E "how do I" questions and it pulls answers from the SmartMoving help center, right inside the chat.
TOB-E never makes up numbers. If your data is incomplete, TOB-E will tell you.
Why TOB-E
Most mornings, you are checking five different places to figure out what is about to go wrong. A crew that never confirmed. A job that did not get published. A payment that is still outstanding. By the time you spot the problem, the move has already gone sideways.
TOB-E gathers what needs your attention and sends it before the workday starts.
The biggest catch is unpublished jobs. When a job is not published, a crew shows up to nothing, or a customer waits for movers who do not know they are coming. TOB-E flags it in your briefing, with a direct link so you can fix it in seconds.
Q&A replaces hunting for data. Instead of opening reports to check booking rate or revenue, you ask. The answer comes back in seconds, backed by your real numbers.
Help center search replaces hunting for documentation. Instead of leaving SmartMoving to search the help center, you ask TOB-E and get the relevant article in the chat.
Awareness is the bottleneck, not execution. Once you know the problem, you can fix it. TOB-E makes sure you know.
The result: you can finally relax a little because SmartMoving is watching things for you.
Before You Start
Who can use the TOB-E chat: Account owners have TOB-E access, and admins can turn on TOB-E for other team members in Settings → Company Settings → User Management. If you do not see TOB-E, ask an admin to turn it on for you.
Who can receive the Morning Briefing email: Admins can add other team members as Morning Briefing email recipients in Settings → Company Settings → Morning Briefing. Recipients get the daily email only. Receiving the briefing does not give them access to the TOB-E chat.
TOB-E uses your real SmartMoving data. The more complete your records, the more useful TOB-E becomes.
How To Do It
Open TOB-E in SmartMoving
Sign in to SmartMoving.
Click the TOB-E icon in the main navigation.
The TOB-E chat panel opens. You see a welcome message and suggested questions you can ask.
Ask TOB-E a question
Click the chat input at the bottom of the TOB-E panel.
Type a question in plain language. For example, "How many jobs do we have today?" or "How do I set up dispatch in SmartMoving?"
Press Enter. TOB-E responds with an answer based on your company's data or the SmartMoving help center.
Start a new conversation to switch topics.
Learn more about asking TOB-E questions here.
Give feedback on a response
Every TOB-E response has a thumbs up and thumbs down button.
Click the thumbs up icon if the answer was helpful, or the thumbs down icon if it was wrong or unclear.
Add an optional comment to explain.
Click Submit. Your feedback helps TOB-E improve.
Best Practices
Read your Morning Briefing email first thing each day before you start clicking through reports.
Ask follow-up questions in the same chat. TOB-E remembers what you just asked.
Use plain language. You do not need to phrase questions in a special way.
Use TOB-E for "how do I" questions before searching the help center yourself. The answer comes back in the chat.
If TOB-E gives you a wrong answer, send a thumbs down with a short comment. The product team reviews this feedback.
Troubleshooting
TOB-E says it does not have data for that question. TOB-E only answers from data inside your SmartMoving account. If a record was not entered, TOB-E cannot see it.
The answer looks wrong. Send a thumbs down with a comment, then check the underlying record in SmartMoving.
You cannot find TOB-E in the menu. TOB-E access is turned on per user. Ask an admin to turn on TOB-E for you in Settings → Company Settings → User Management. If you are an admin and still do not see TOB-E, contact SmartMoving Support.