Onboarding Guide Part I: Introduction to Turvo

Welcome to Turvo! 

You’ll learn how to use a high-powered, collaborative TMS that connects the global supply chain with cloud-based software and mobile applications during your onboarding process. Freight brokers, 3PLs, and shippers of all sizes use Turvo to automate order-to-shipment activities while eliminating check calls, texts, and emails. 

How to use the series of onboarding guide articles

The Onboarding Guide is designed to get you started with Turvo and follows this sequence:

  • An overview of the Turvo platform, including site navigation and shipment phases.
  • An introduction to the resources designed to help you learn, test your work in a safe environment, and connect you with the larger Turvo community.
  • A plan to get you from learning the basics through going live on the platform.

You’ll see several hyperlinks that take you to articles in our Help Center. When you complete all parts of the Onboarding Guide, you will understand how to navigate those resources to find what you need.

Turvo overview

About the Turvo platform

Review the two videos below. The first provides a brief overview of Turvo. You’ll get an introduction to the dashboard, see how to explore Turvo using the navigation bar, and get to preview everything Turvo can do.

The second video is designed to show you how to navigate in the Turvo platform. 

Turvo Terminology

You may be familiar with some standard industry terms but the table below defines standard industry terms and how they are referenced in Turvo.

Term Definition
Contract A contract reflects the rate, payment terms, etc. between you and one of your customers.
Customer A customer is any company your organization does business within Turvo.
Contact A contact in Turvo is someone outside of your organization who is the point person for a shipment, location, etc.
Customer Experience Manager (CXM)

The Customer Experience Manager (CXM) is your primary Turvo contact, providing guidance for Turvo feature adoption and optimization of workflows for your team.


Once you are ready to Go Live with Turvo, you will be assigned a CXM.

Enhancement Request

An enhancement request is a request for something new or an improvement to the Turvo platform. These differ from Support Tickets because they are dedicated to improvements to the system.


Our product team reviews these and then prioritizes them on the product roadmap if they are feasible and align with Turvo’s product goals.

Execution Execution refers to the flow of tasks involved in the supply chain.
Help Center The Help Center is where all of Turvo’s product documentation is housed.
Order An order is a request to move a specific item or group of items from one pickup to one delivery.
Production Production refers to a live Turvo environment. 
Sandbox
Sandbox refers to a test Turvo environment.
Shipment A shipment reflects the movement of an order from pickup to delivery and can have many combinations of stops during execution.
Support Ticket
A support ticket is a request to fix an existing functionality, tenant configuration changes, general questions, or training requests.
Tenant A tenant is a unique copy of the Turvo software that has its own independent security, groups, administrative settings, etc., that are controlled by your organization’s admin user.
Turvo Academy
Turvo Academy is our eLearning program designed to train new users on the basic navigation, features, and functionality of Turvo.
Turvo Champion

A Turvo Champion is your designated Turvo subject matter expert. 


They will ensure that project deadlines and tasks remain on schedule, delegate responsibilities, complete all Turvo Academy courses, and ensure that team members are completing their eLearning.

Turvo Onboarding Manager

The Onboarding Manager is your primary contact during onboarding who works with you to help get you up and running.

Turvo Data Importer (TDI)

Turvo Data Importer (TDI) allows users with Admin or Super Admin privileges to bulk upload data into the Turvo platform.

Turvo Support Resources

See the Turvo Onboarding Guide Appendix and Resources to learn more about information to include in Turvo support tickets for non-self serve configurations.

Turvo Help Center

The Turvo Help Center is a robust knowledge base of how-to articles and best practices. 

You can access the Help Center at https://turvoinc.zendesk.com/hc/en-us. We recommend bookmarking it so you always have easy access. You can also access the Help Center directly from Turvo using the life raft icon at the bottom left corner of the navigation bar.
 
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The link takes you directly to the Help Center.

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Protip: Use the Search field to search for help article keywords. Alternatively, click the How-to articles and videos box links to access a glossary where articles are categorized.

Help Center articles are organized into the following categories:

Turvo Community

Turvo customers and network peers can work together on workflow, integrations, and other Q&A topics in the Turvo Community. The community serves as a place to interact with our Product team to solicit questions regarding Turvo features, best practices, and more.

You can access the Turvo Community in the Help Center. See How to access the Turvo Community for more information on signing up for the forum.

Turvo Academy

Turvo Academy is the eLearning program used to train new users on the basics of Turvo. Users enroll in a curriculum, which provides a guided learning experience. Completion of a curriculum earns users a certificate, which all users should obtain before going live.

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Access to Turvo Academy is provided by your Onboarding Manager. You will receive a unique enrollment key to share with users to sign up. Once users sign in and complete the required How to Use Turvo Academy course, users need to enroll in the Foundations curriculum under the Featured Courses header. The curricula most applicable to your company is already determined for you, and may differ from the screenshot above. Turvo Academy training for admin and accounting users can begin as soon as you receive your login credentials. One of the great things about your training is that it can be completed alongside your other onboarding tasks at your own pace. End users should train closer to Go-Live than admin and accounting users, to retain as much information as possible.

Turvo Sandbox

Sandbox is a test environment where you can create practice customer, carrier, location, and other data for test shipments. Turvo Sandbox is a great place to practice the knowledge you learned from the Turvo Academy and validate the data you are importing.

Note: Integrations aren’t configured in Sandbox.

Super Admin credentials are required to use Sandbox and will be provided by your Turvo Onboarding Manager. The Super Admin credentials provide access to the Admin Console, including the ability to create and manage users, groups, and payment information. Only share these credentials with admin users.

The Sandbox URL is: http://my-sandbox.turvo.com/ 

Turvo Production

Production is the environment you will use once you Go Live with Turvo. During onboarding, the Turvo Onboarding team works with you to

  • Migrate your data into Production.
  • Use data for integration testing as needed.
  • Set up all tenant configurations in Production after testing them in Sandbox.

Beyond those tasks, it is essential that you do not create data in Production until you are ready to Go Live.

Protip: You can easily see if you are in Production by identifying the color of the Turvo logo in the tab open on your browser. If it’s black, you’re in Production. If it’s green, you’re in Sandbox. Otherwise, the URL will identify the environment as well.

The green Turvo logo indicates that you are in Sandbox:

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The black Turvo logo indicates that you are in Production:        

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Turvo Status Page

To check the status of Turvo at any time, visit status.turvo.com. You can also click Subscribe in the top right corner of the status page to receive updates when a status changes.

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Up Next 

In the Onboarding Guide: Part II, you’ll get started configuring your tenant, preparing your data for importing into Turvo using TDI (if applicable), and configuring your integrations. 

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