Welcome to Metrobi! To ensure a smooth onboarding process, we've created a concise guide and a table outlining the steps to set up your account. Follow the steps below to get started.
Step | Task | Details | Action Required |
1 | Company Summary |
| Provide necessary information |
2 | POD Requirements | Establish a process for situations where no receiver is available | Specify driver's actions |
3 | Delivery Notifications | Customize email notifications for your deliveries | Choose desired notification types |
4 | Receiver Communications | Set up text and email communications for customers about their deliveries | Configure communication preferences |
5 | Payment Settings | Configure payment preferences for subscription and driver payments | Set up payment types |
6 | User Management | Create and manage user accounts for Operations, Admin, and Billing roles | Add and manage users |
7 | Confidentiality | Ensure all onboarding information is treated with confidentiality and privacy protection | Review Metrobi's data protection policy |
Complete each step in the table to efficiently set up your Metrobi account. Don't hesitate to reach out to our support team via Intercom if you have any questions or need assistance.
Welcome aboard!