Summary
This document is a client onboarding guide for meshVI, detailing the steps necessary to set up an account and ensure a smooth onboarding experience. It outlines the initial actions required after receiving a welcome email, including setting up a password and verifying agency policies. The guide emphasizes the importance of adding necessary users to the system, ensuring that each team member has the correct access. It also includes instructions for checking the accuracy of the driver and vehicle lists, reviewing mileage and revenue details, and confirming reporting settings. Furthermore, it highlights the need to review client-level and vehicle Acord forms, as well as ID cards for correctness. The document encourages users to explore available integrations, such as SambaSafety, to enhance system functionality. Overall, it serves as a comprehensive resource for clients to navigate the onboarding process effectively.
