Mastering Location Setup in Cigo Tracker for Efficient Route Planning
After solidifying your preferences on the Settings page, it’s crucial to lay the groundwork for your delivery operations in Cigo Tracker with a crucial next step: setting up your locations. This foundational task sets the stage for streamlined route planning and a fluid customer experience.
Whether you’re integrating branches or warehouses, the strategic establishment of these pivotal points is vital for enhancing your logistical workflows. In this comprehensive guide, we will lead you through the intricacies of adding and fine-tuning locations in Cigo Tracker.
With a blend of essential steps and insider recommendations, we aim to empower you to fully harness the capabilities of your Cigo Tracker account and elevate your operational efficiency from the outset.
Getting Started: Creating Your Location in Cigo Tracker
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Adding Locations
Adding Locations
To navigate to the locations page, just open the Left menu panel > Organization > Locations.
To add a location in Cigo. Once on the locations page, go to the top right and click the green ‘+ Add Location’ button:
Once on the “Add New Location” page, follow the steps below to create your Locations.
Location General Information
Location General Information
Your location information is important when building routes and assigning customer jobs in Cigo. Every job that is entered will be assigned to a location.
Location Type (Mandatory)
Location Type (Mandatory)
Start by picking what type of Location you would like to create. The choice is either a Branch or a Warehouse.
Name (Mandatory)
Name (Mandatory)
Insert a location name that is known by your team.
Address (Mandatory)
Address (Mandatory)
An accurate address is critical for Cigo to route and estimate ETA’s.
Ref Number (Optional)
Ref Number (Optional)
If you have a reference number used throughout an external system and wish to carry it through Cigo, enter it here.
Customer Service Email
Customer Service Email
This email will be visible to your customers when you give them access to the web tracker. We suggest you use a customer service email.
Social Media
Social Media
Configure media-specific options (images, social identifiers, etc.) used throughout the platform.
Facebook Page ID
Facebook Page ID
X (Twitter) Username
X (Twitter) Username
X (Twitter) hashtags
X (Twitter) hashtags
Google Place ID
Google Place ID
Your Google Place ID is important because it allows Cigo to direct customers straight to your business page for positive reviews. (3 stars or more)
To find your Google Place ID, go to the orange link:
*IMPORTANT*
When searching for your Google Place ID. Search for your Business Name and NOT your address. See below a search for Cigo Tracker:
Copy and paste the Place ID code:
Logo and Shared Media
Logo and Shared Media
Follow the instructions underneath each image thumbnail to upload your logo and shared media files.
Your logo will appear on the web tracker, and your shared media will appear when customers share their experiences on social media.
Mailing Lists
Mailing Lists
Mailing lists are important in order to create a smooth customer feedback and operation experience. Each alert can have up to four recipients.
Emails for Negative Reviews
A negative review is any customer review that is 3 stars or less;
Add up to 4 people in on negative reviews to respond fast.
Emails on Damaged Job Status
Any job that is listed as damaged by an operator will be emailed;
Add up to 4 people in on damaged job status emails.
Emails on Incomplete Job Status
Any job that is listed as incomplete by an operator will be emailed;
Add up to 4 people in on incomplete job status emails.
Emails for Customer Replies
If a customer directly responds to the tacking or review email, it will land here;
Add up to 4 people in on customer replies emails.
Saving Changes
Saving Changes
When all changes have been made, click save at the bottom right of your page
In Conclusion
Solidifying your Cigo Tracker’s base with well-defined locations is not just a preliminary step it’s the linchpin of your dispatch and routing efficacy. By meticulously following the guide to adding locations, you empower your team with precise routing data and ensure a top-tier service delivery model.
The process, while straightforward, requires attention to detail to leverage every aspect, from customer service email configurations to social media integration and mailing list optimization. Remember, properly added locations establish a framework for success, upon which you can build and refine your operations, one vehicle, and route at a time.
Now that you’ve mastered location setup, you’re well-prepared to proceed to vehicle page optimization and take your logistics operations to new heights.
Next Step: Getting Started with the Vehicle Page
Need more help?
If you have any questions or require further assistance with using the Location Page, our dedicated support team is here to help:
Contact Support: Reach out to us at support@cigotracker.com
Knowledge Base: Browse our Knowledge Base for detailed guides and FAQs on how to make the most of all our tools and features.
Live Chat: Click on the 'Chat' icon in the lower right corner of your screen to speak with one of our support agents in real-time.
We’re committed to providing you with the resources you need to excel at route management with Cigo Tracker.