AI Dispatch Onboarding Intake Form

Welcome to AI Dispatch — Smarter Dispatching Starts Here

We’re excited to help you streamline operations, reduce manual workload, and improve response times through intelligent dispatch automation.
To get started, please complete this onboarding form so we can set up your AI Dispatch system to match your business workflow and team structure.

Full Name of Main Contact Person:

Main Contact Email Address:

Main Contact Phone Number:

Business Email Address:

Business Phone Number:

Website URL (if available):

What industry do you serve?

Dispatching Workflow Overview

Briefly describe how your current dispatching process works:

How many dispatchers/operators are involved in the process?

How many vehicles/drivers are in your fleet?

What challenges are you currently facing with dispatching?

Features You Want Enabled

Which features would you like enabled in your AI Dispatch system? (Select all that apply)

Team & Access Details

Number of team members to be onboarded:

Do your drivers use company phones or personal devices?

Preferred method for driver communication:

App notifications SMS Calls All of the above

Do you want team members to receive training from us? (Yes / No)

Yes No

Please upload any internal documents you use for dispatching (manuals, forms, policies, etc.)

Team & Access Details

Do you currently use any of the following tools? (Check all that apply)

Do you want us to integrate with your existing CRM or scheduling platform? (Yes / No)

Yes No

Terms and Conditions

By submitting this form, you agree to the following terms and conditions:

You confirm that all provided information is accurate and complete.
You agree to provide timely access to required tools, platforms, and team members for onboarding and configuration.
You acknowledge that the effectiveness of the AI Dispatch system depends on proper usage, training, and real-time data accuracy.
We are not responsible for service delays or missed dispatches caused by third-party tools, hardware failure, or internet/network issues.
All shared business data, contacts, and system access credentials will be treated as confidential.

Please check the box below to confirm your agreement before submitting the form.

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I have read and agree to the Terms and Conditions outlined above.

Consent

I consent to receive SMS notifications, alerts, and occasional marketing communications from the company. Message frequency may vary. Standard message and data rates may apply. For assistance, text HELP at (702) 966-9364. You can reply STOP at any time to unsubscribe.

AI Dispatch Onboarding Intake Form

Basic Information

Dispatching Workflow Overview

Features You Want Enabled

Team & Access Details

Team & Access Details

Terms and Conditions

Thank you for submitting your AI Dispatch onboarding form!

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