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What you can do with TOB-E

Less time digging for answers.
More time running your business.

Get answers, stay on top of what matters, and take action without leaving SmartMoving.

Start your day with what’s important.

Get a daily briefing with your schedule, confirmations, follow-ups, and key metrics.

TOB-E Morning Briefing card with crew confirmations, reminder buttons, and last week's recap

Ask questions about your business.

Get quick answers on revenue, trucks, lead sources, follow-ups, and more.

TOB-E answering how revenue compares to last month, showing a 12% increase

Take action right from TOB-E.

Send crew reminders, confirm and publish jobs, and set up workflow automations.

TOB-E offering to publish a job to the Crew App, with Approve and Edit buttons
SmartMoving dashboard with the TOB-E AI operations assistant panel open beside it
Run time: 2:39

See TOB-E in action.

Watch how movers use TOB-E to get answers, stay on top of daily operations, and take action faster. Want to see how it could work for your business? Book a personalized demo of SmartMoving.

  • Daily briefing overview
  • Ask business questions
  • Send confirmations and reminders
  • See it all inside SmartMoving
MORNING BRIEFING

Know what needs attention before your first call.

Every morning, TOB-E emails you a summary of scheduled jobs, expected revenue, crew and customer confirmations, and items that need attention. You can see where the day stands before the phones start ringing.

    • See scheduled jobs, expected revenue, and confirmation status together in one daily summary.

    • Spot unpublished jobs, unconfirmed crews, and overdue follow-ups before they are overlooked.

    • Your Morning Briefing arrives in your inbox, so you do not need to log in to review it.

    • Choose which sections appear in the briefing and who receives it.

TOB-E Morning Briefing email with today's jobs, revenue, crew confirmations, and items needing attention
TOB-E
Hey, I’m TOB-E.Ask me anything about your business.
Try one of these to get started:
  • What’s on the schedule for next week?
  • Any unassigned jobs in the next 7 days?
  • How many quotes are still open from last week?
  • What’s our close rate this month?
Ask TOB-E

Get the answers you need, fast.

How did revenue compare to last month? Which leads haven’t been contacted? What’s on the schedule tomorrow? Ask TOB-E in plain language and get answers from your SmartMoving data.

  • Ask questions in everyday language without using special commands, filters, or a report builder.
  • Get answers based on the jobs, revenue, leads, and schedules already in your SmartMoving account.
  • Ask follow-up questions when you want to explore an answer in more detail.
  • You can also ask how to complete tasks in SmartMoving without leaving the platform.
TAKE ACTION

Go from spotting a problem to fixing it.

When something needs attention, ask TOB-E to help. It shows you what it plans to do and waits for your approval.

    • Ask TOB-E to resend confirmation requests to crew members who have not responded.

    • Send customer confirmations for upcoming moves after reviewing and approving the request.

    • Ask TOB-E to publish assigned jobs so crews can see them in the Crew App.

    • Describe the follow-up you want TOB-E to automate, then review the rule it creates before turning it on.

TOB-E proposing a lead follow-up automation and asking whether to publish an unpublished job
SMART DISPATCH POWERED BY TOB-E

Build your daily dispatch schedule in less time.

Instead of building your dispatch schedule job by job, choose a strategy and let TOB-E do the heavy lifting. It assigns booked jobs to the crews already on your schedule, explains each placement, and flags anything that needs your attention.

    • Choose the dispatch strategy that fits the day

    • Assign booked jobs to crews already on your schedule

    • See why TOB-E made each placement

    • Review and adjust everything before it goes out

Smart Dispatch board with jobs assigned to crews and the dispatch strategy panel
AI THAT ADAPTS

Make TOB-E work the way you do.

Everyone works a little differently. Tell TOB-E how you work, what you call things, and what matters to you. Ask it to remember your preferences or correct it when it gets something wrong.

    • Tell TOB-E the terms you use for crews, routes, and everyday processes.

    • Save your business goals so you can ask TOB-E how you’re tracking against them.

    • Your preferences are saved to your TOB-E, so you don’t have to repeat them in future conversations.

TOB-E remembering that crew foremen are called drivers, layered with TOB-E tracking a 70% booking rate goal at 73.3%
Why TOB-E

Less time managing the details. More time running your business.

TOB-E helps you stay ahead of daily operations, find the answers you need, and take care of routine tasks without all the manual work.

Before
  • Dig through reports to find answers
  • Check multiple screens to see where the day stands
  • Find out about problems when it’s too late
  • Send confirmations and reminders one at a time
  • Repeat the same information every time you ask
With TOB-E
  • Ask a question and get answers from your business data
  • Get a daily briefing delivered to your inbox
  • Spot issues before they disrupt your day
  • Approve confirmations and reminders in one step
  • Give TOB-E the context that matters, and he’ll remember it when you need it
How it works

Already in your account. Ready when you are.

TOB-E is part of SmartMoving, so there’s nothing to install, connect, or import.
It works with the information your team already enters every day.

1

Turn it on.

Enable TOB-E and give access to the office team members who need it.

2

Make it yours.

Customize your Morning Briefing so the right people get the updates that matter to them.

3

Put it to work.

Ask questions, get answers, and approve actions throughout your day.

Frequently asked questions about AI for moving companies

What is an AI operations assistant?

An AI operations assistant helps businesses stay on top of daily operations, answer questions about their data, and complete routine tasks. TOB-E is SmartMoving’s AI operations assistant, built specifically for moving companies. It works directly with your jobs, crews, schedules, leads, and revenue.

What can an AI assistant do for a moving company?

TOB-E helps moving companies stay organized, find answers, and get work done faster. It sends a daily Morning Briefing highlighting items that need attention, answers questions about your business and SmartMoving, and helps complete tasks like sending confirmations, publishing jobs, and building automations. Smart Dispatch, powered by TOB-E, also helps schedule booked jobs across crews already on your schedule.

Does SmartMoving’s AI assistant cost extra?

No. TOB-E is included with every SmartMoving subscription at no additional cost, subject to a daily message limit. There are no additional user fees.

Will the AI take action without my approval?

No. TOB-E asks for your approval before sending confirmations or publishing jobs. Automation rules it creates remain off until you enable them, and Smart Dispatch keeps jobs unpublished until you approve the schedule.

Who on my team can use the AI operations assistant?

Account owners automatically have access to TOB-E. Owners can enable it for other office users, including dispatchers, sales managers, and office managers. Crew members cannot access TOB-E. Morning Briefing recipients can be added without chat access, and anyone with Dispatch permission can use Smart Dispatch.

What data does the AI assistant use? Is my data secure?

TOB-E uses your existing SmartMoving data, including jobs, schedules, crews, leads, payments, and revenue. Access is restricted to your company’s data, which is not shared with other SmartMoving customers. Owners control which office users can access TOB-E.

How long does setup take?

There’s nothing to install or connect. TOB-E is already part of SmartMoving, and account owners have access automatically. Owners can enable it for other users in User Management, with access available at their next login.

Can I customize the daily operations briefing?

Yes. Under Settings > Company Settings > Morning Briefing, you can choose which sections to include, who receives the email, and when it arrives between 4 AM and 10 AM in your company’s time zone.

Can the AI assistant set up automations?

Yes. Tell TOB-E what you want to automate, such as emailing new leads two hours after they come in. It builds the automation rule and message for your review. You approve the rule before it’s created, and it stays off until you enable it. TOB-E can also explain existing rules and help troubleshoot issues. Creating rules requires an admin role with Settings permission.

What is Smart Dispatch?

Smart Dispatch, powered by TOB-E, helps you build your daily dispatch schedule faster. Choose a strategy, and it places booked jobs onto crews already on your schedule, explains its decisions, and flags potential issues for review. You stay in control of the schedule before anything is published.

Does Smart Dispatch publish jobs automatically?

No. Smart Dispatch keeps all placements unpublished until you click Publish. You can review assignments, move jobs, try different strategies, or restore an earlier version before notifying crews.

What dispatch strategies can I choose?

Smart Dispatch offers six strategies to help you schedule jobs based on your priorities:

  • Balanced: Considers all scheduling factors without favoring one.
  • Minimize drive time: Prioritizes shorter distances between jobs.
  • Right crew for the job: Matches your best-rated crews with your highest-value moves.
  • Even out the day: Distributes work more evenly across crews.
  • Fill the morning: Prioritizes filling earlier time slots.
  • Cover the hard jobs first: Prioritizes jobs with the greatest crew and truck needs. 

Each strategy considers five factors: time windows, drive distance, crew and truck capacity, crew ratings, and workload balance. You can enable or disable individual factors, but not adjust their weights. A rule to keep crew members under 40 hours per week is enabled by default.

Which jobs does Smart Dispatch schedule?

Smart Dispatch schedules booked jobs for your selected date and branch that haven’t been assigned yet. It places those jobs onto crews already assigned to your schedule and leaves previously scheduled jobs unchanged. Commercial jobs and jobs requiring specific crew skills remain with your dispatcher.

Does Smart Dispatch cost extra?

No. Smart Dispatch is included with every SmartMoving subscription at no additional cost.

Is TOB-E available without SmartMoving moving software?

No. TOB-E is built directly into SmartMoving and isn’t available as a standalone product. Schedule a demo to see how SmartMoving and TOB-E work together.

Put AI to work for your moving business.

TOB-E helps you stay ahead of daily operations, find answers faster, and get more done without adding more to your plate.