The following Training Agenda's are for general reference. TOPS will tweak these agenda's based on your specific needs.
Session: Call Taking and Dispatching
Training Sessions required: One
Time estimate: Two Hours
Who should attend: Call Taking and Dispatch Staff plus your Key User
Call Taking
Call Screen overview including an understanding of Required fields
Selecting a Customer with a review of the Customer search features
Customer New Call Defaults and how these items seed new Calls
Call Location and Destination entry with Geocoding
Calls to be Impounded - how to select the impound lot Destination
Tow Type Selection
General Discussion of the remaining fields
Call Save and Navigation to Dispatching
Q&A
Dispatching
Dispatch Screen Overview
Dispatch Screen Configuration
Dispatch Screen Filtering
Unassigned -vs Assigned Sections
Dispatch Screen Actions
Assigning, Unassigning, Additional Drivers/Trucks, Cancel
ReTow/Tow out
Call Pricing
Call Updates
Adding/Releasing Holds
Call Dispatch Completion
Entering Payments
Printing/emailing Receipts
Reporting
Driver and Employee Log Reports (Cash Mgmt)
Call Vehicle Release
Search for Vehicles
Adding/Releasing Holds
Entering Payments
Released to
Printing/emailing receipts
Completing the Call
Session: Accounting and Backoffice
Training Sessions required: Two
Time estimate: Two Hours
Who should attend: Accounting / Back Office staff, Management, plus your Key User
Abbreviated Call Taking and Dispatching Session
Cash Management
Driver/Employee Check-out; Call level and via Checkout screen
Payment Reconciliation
Call Reconciliation - why and when
Call Confirmation
Reporting
Driver Commissions (Personnel Dependent)
Understanding timelines, and reconciliation
Reporting
Accounts Receivable
Simple Billing / Payments screen
Payment Creation
Payment Application
Billing related Reporting
Reporting
General Management
Session: Lien Processing
Training Sessions required: One
Time estimate: One Hour
Who should attend: Lien Staff plus your Key User
Lien
Search for Vehicles
Owner record entry
Step based Lien process review
Lien Start - Bulk/Individual
Step Processing
Letter Review
Integrated Certified Mail
Reporting
Session: Management Overview - OnSite
Training Sessions required: One
Time estimate: One Hour
Who should attend: Management
Management Overview
Systems overview (If needed)
Business review
Reporting
Final Q&A
Session: TOPS Driver - Mobile Application
Training Sessions required: One
Time estimate: Thirty Minutes
Who should attend: Key User to train Drivers
TOPS Driver
Setup in TOPS
Logging In / Resetting Passwords
General Overview
Vehicle Information
Scanning VINs
Images
Notes
Pricing (if drivers are allowed)
Timestamping and completing calls