Omadi Essential Reference Guide

Omadi Essential Reference Guide

Getting Started With Your Omadi Essentials Account

The best way to use Omadi is to use the system as much as possible. We want you to get the most out of your time with us, so this guide is designed to give you a two-week training plan to help you explore Omadi. Follow the links below to learn more about Omadi and get a better understanding of all of what Omadi can do for you.  Please let us know if there is any way we can help you along the way by calling us at 801-800-8250 (ext. 3) or emailing us at support@omadi.com.

Week 1 Goals: 


  1. Get Data Entered Into Omadi

  1. Complete the Excel spreadsheet (found at the bottom of this page) and email it to us.

  1. Learn How to Create, Dispatch, View Jobs, & Use Omadi Driver App

  1. Create 5-10 Jobs in Omadi & Complete them on the app. Use these knowledge base articles to help!

    1. Dispatching Resources

      1. Creating a Job {BONUS TIP: Create 5-10 jobs within the first week to help you get started. The best way to learn is to get started and see what you don’t know!}

      2. Dispatch Dashboard

      3. Finding a Job / Ticket to Look at the Details

    2. Omadi Driver App Resources

      1. Installing the App & Logging In

      2. Choosing a Truck 

      3. My Job Screen (Home Screen)

      4. Accepting & Completing a Job

Week 2 Goal:


  1.  Learn How to  Use Omadi’s Navigation Bars, Reports, Views, Lot Management, & Billing 

  1. Navigation Bars: Black Menu Bar & Grey Shortcut Bar

  2. Reports & Views

  3. Releasing Vehicles

  4. Recording Payments

  5. Printing & Emailing Invoices

  6. Lien Processing & ADD Integration

  7. Auctioning

  8. Auditing & Statements


After Week 2, you should be able to use Omadi to manage all of your work. If you need additional help or have questions, please reach out to us at 801-800-8250 (ext. 3) or support@omadi.com!

Navigation & Setup

Omadi Essential


Jobs: Creating, Dispatching, Viewing

Omadi Essential



Lot Management & Billing

Omadi Essential


Topic

Links

Enter Historical Tow

Releasing

Lien Processing

Auction/Sale Process

Auditing

Statements 


Omadi Driver App

Omadi Essential





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