Overview
TOB-E answers questions about your moving business in plain language. Ask TOB-E a question in the chat, and TOB-E answers with your SmartMoving data.
TOB-E answers two kinds of questions:
Questions about your business. TOB-E answers business questions from your SmartMoving data. TOB-E does not make up numbers. When data is sparse, TOB-E says so and shows you what it can see.
Questions about how to use SmartMoving. Ask a "how do I" question and TOB-E pulls the answer from the SmartMoving help center, right in the chat.
You can also ask TOB-E to remember information, like the steps of your job review process, so TOB-E uses it in future conversations.
Why Q&A Matters
TOB-E answers business questions that would otherwise take a report, a filter, or an export to answer.
TOB-E answers a business question asked in one sentence. "How are we tracking this month?" gets you a real answer from your real numbers in seconds. "What follow-ups are overdue?" gives you the list, ready to act on.
TOB-E also answers questions about how to use SmartMoving. Ask TOB-E a "how do I" question, and TOB-E returns the relevant SmartMoving help center article in the chat.
Before You Start
TOB-E chat is available to account owners and to any team member an owner has turned on TOB-E for in Settings → Company Settings → User Management.
Your data must be entered in SmartMoving for TOB-E to find it.
How To Do It
Ask a question
Open TOB-E from the main navigation. The TOB-E panel opens.
Click the chat input at the bottom of the panel.
Type your question in plain language.
Press Enter. TOB-E responds in the chat.
Drill down on an answer
After any TOB-E response, ask for more detail. For example, after "How many jobs today?" ask "Give me the details." TOB-E breaks the summary into a full list.
Example questions you can ask
The table below lists example questions you can ask TOB-E, grouped by what you want to know.
What you want to know | Try asking |
Today's schedule | "How many jobs today?" |
Schedule for a specific day | "What's on the schedule Thursday?" |
Calendar and events | "What's on the calendar this week?" |
Crew confirmations | "Have all crews confirmed for tomorrow?" |
Crew availability | "Who's on vacation next week?" |
Crew roster | "Who's on the foreman roster?" |
Fleet status | "How many trucks are out today?" |
Booking performance | "What's our booking rate this month?" |
Revenue tracking | "How are we tracking vs last month?" |
Payments | "How much did we collect this week?" |
Outstanding payments | "What payments are still outstanding?" |
Sales pipeline | "How many open leads do we have?" |
Lead source performance | "Which lead sources are performing best?" |
Follow-ups | "What follow-ups are overdue?" |
How to use SmartMoving | "How do I set up dispatch in SmartMoving?" |
Note: Fleet and crew answers in TOB-E reflect the current data for your branch. When an answer references a specific job, truck, or crew member, TOB-E includes a link so you can open that record directly.
Ask TOB-E to send customer confirmations
TOB-E can send or resend a customer confirmation for a job. TOB-E sends by email and SMS to the contacts on file for the job, the same way confirmations are sent from the Customer Confirmation tab in the Dispatch module.
Ask TOB-E to send or resend a customer confirmation for a specific job. For example, "Resend the customer confirmation for tomorrow's job."
Review the summary TOB-E shows of what will be sent.
Confirm to send. TOB-E always asks before it sends anything.
If a contact has no email or phone number on file for a channel, TOB-E skips that channel and tells you it could not send there.
Note: Sending a customer confirmation from TOB-E does not mark the job confirmed. The job is confirmed when the customer confirms the move from the link in the confirmation email or SMS, or when you mark the job confirmed in the Customer Confirmation tab in the Dispatch module.
Ask TOB-E to remember something
Ask TOB-E in the chat to remember information you use often, like the steps of your job review process. TOB-E saves it as a memory and uses it in future conversations, so you do not have to repeat the same instructions. For example, "Remember these steps for reviewing a completed job: ..." followed by your steps.
Note: Each user can save up to 25 TOB-E memories, and each memory can hold up to 1,500 characters.
View past conversations
TOB-E saves your chat history so you can return to an earlier answer.
Open TOB-E from the main navigation. The TOB-E panel opens.
Click the Chat history icon at the top of the TOB-E panel. A list of past TOB-E conversations opens.
Select a past conversation. The conversation reopens, and you can keep it going from where you left off.
Start a new conversation
TOB-E remembers what you asked earlier in the same conversation. Start a new conversation when you switch to an unrelated topic so earlier questions do not affect the answer. Saved TOB-E memories also apply in the new conversation.
Click the New conversation icon at the top of the TOB-E panel.
A fresh chat opens. Type your next question.
Give feedback on a TOB-E answer
Click the thumbs up icon if the TOB-E answer was useful, or the thumbs down icon if it was wrong.
Add a short comment if the answer missed something.
Click Submit to send your feedback on the TOB-E answer.
Best Practices
Use plain language with TOB-E, one question at a time. "How many jobs today?" works. You do not need report names or filter syntax.
Start a new TOB-E conversation when you change topics. This keeps earlier questions from affecting the answer.
Save instructions you give TOB-E often, like a job review checklist, as a TOB-E memory so TOB-E uses them in future conversations.
If TOB-E does not give the answer you expected, rephrase the question or ask "What data are you using?"
Use the TOB-E Morning Briefing to triage your day and address the items TOB-E has flagged. Use TOB-E chat for deeper questions and one-off lookups.
Troubleshooting
TOB-E says it cannot answer my question.
TOB-E supports a defined set of question categories. When a question falls outside those categories, TOB-E tells you it cannot answer it.
The answer TOB-E gave is wrong.
Send a thumbs down with a comment on the TOB-E answer. Then verify the underlying record in SmartMoving.
TOB-E suggests an action but cannot do it.
TOB-E points you to the right page in SmartMoving, and you take the action there.