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Omadi Jumpstart

Implementation Milestones

Omadi implementations consist of four major milestones - Kickoff, Data Entry, Pricing/Commissions, and Rollout. Each milestone is vitally important for your Omadi system. Each of the following sections are linked to self-help articles, information, and best practices that you will find beneficial.

1. Kickoff

The Kickoff meeting consists of introductions to key contacts at Omadi. You will meet your Client Success Manager who will be your main contact throughout your journey with Omadi, and you will meet your Implementation Specialist who will train and help you setup Omadi to meet your needs. During the Kickoff, your Implementation Specialist will provide your first training and explain how to enter data into the system.

2. Data Entry

The following data should be entered prior to rolling out Omadi to your entire company. Click on the links below to get more information.

  1. Enter Users
  2. Enter Company Organization Information
  3. Enter Trucks
  4. Enter Tow Yard(s)
  5. Enter Customer Profiles (Cash or Account Tows Only)
  6. Enter Properties (PPI Only)
  7. Enter Police Departments (PD Only)

3. Pricing/Commissions

The Pricing/Commissions milestone is critical to a complete implementation. We will first explore pricing inputs.

Pricing

Fee schedules are used to automatically calculate the following: Click HERE to get more information.

  • Tow Fees
  • Service Fees
  • Storage Fees
  • Mileage Fees

Motor Club Pricing is used to automatically calculate the following: Click HERE to get more information.

All other pricing items are entered via "Price Items." Click HERE to get more information.

Payments can be easily applied to charges calculated in Omadi. Click HERE to get more information. 

Commission

  • Commissions can be calculated as a flat rate, percentage rate commission, or even a simple hourly rate. To get more information on commissions, ask your Implementation Specialist, or click HERE to review the Company User configuration. 

4. Rollout

The following training materials will assist you in successfully training your employees:

  1. Driver Reference Guide
  2. Dispatch Reference Guide
  3. AR Statement Reference Guide (Coming soon!)
  4. Auditing Reference Guide (Coming soon!)

Omadi recommends running concurrent systems for a short amount of time to verify that your Omadi system is configured as expected. Asking everyone in your company to do everything in your old system and in Omadi will highlight training opportunities with your staff and provide insights into unforeseen scenarios. Generally a week of concurrent systems is adequate.

 

 

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