Properly configuring your company information is essential for ensuring that ManageNEMT operates smoothly and aligns with your organization’s specific needs. In this guide, we’ll walk you through the steps to configure your company settings, update important details, and optimize scheduling and importing options.
Accessing Company Settings
To configure your company information, follow these steps:
Navigate to the sidebar menu.
Click on Settings.
Select Company.
Once inside the Company settings, you’ll find three key sections: General, Autoscheduler, and Import.
General Settings
The General section allows you to manage basic company details, including:
Company Logo: Upload or delete your company's logo.
Timezone: Set the appropriate timezone. This is used for many processes like importing, IVR, reports generation etc.
Autoscheduler Settings
The Autoscheduler section lets you define key timing parameters for automatic scheduling. This includes:
Configuring the Pickup/Appointment Early and Late time offsets for Autoscheduler. These times will be included during autoscheduling like time window. Example of how this works:
Configuring the Service Times for Autoscheduler. System will include these times during autoscheduling process.
Configuring the optimizations order and state for Autoscheduler. Changing these options can optimize scheduling for your company specific needs (e.g. optimize scheduling to minimze distance).
Import Settings
The Import section enables you to configure how data is imported into ManageNEMT. Here, you can:
Configuring the Pickup and Dropoff adjustment for importing module. These fields are used when dropoff or pickup field inside your imported file is empty or unavailable.
Manage, duplicate, rename and delete import presets.
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