Company Settings

Discover how to tailor the Cigo Tracker settings for your business needs. Personalize everything from company info to job creation options

Updated over a week ago

Master Your Cigo Tracker Settings: A Guide to Personalizing Your Account

In today’s fast-paced business environment, delivery and logistics companies must be adaptable, efficient, and customer-focused. Cigo Tracker offers a robust suite of tools to help businesses achieve just that.

However, to get the most out of these tools, one must delve into the heart of its configurations, the Company Settings page. Accessible solely by the Administrator user, this page is the control room where the customization and optimization of your logistics operations begin.

From general configurations that streamline operations platform-wide to specific job creation details that ensure every delivery matches your company’s approach, Cigo Tracker’s Company Settings is the cornerstone of how the system works for you.

Whether it’s setting up customer service contact details, customizing how jobs are created, or configuring notifications and security options, this guide will walk you through the essential aspects of Cigo Tracker’s settings to enhance your organization’s efficiency and customer satisfaction.

Please bear in mind that additional guidance on using each feature within the Company Settings is provided under the respective options, ensuring that you know not only what each setting does but also how to use them to the fullest.

Settings Page: Accessing the Settings Page

Tailoring Cigo Tracker to Your Business Needs: A Comprehensive Settings Guide

Navigating the intricacies of Cigo Tracker is essential for administrative efficiency. Let’s dive into how to customize your platform to fit your unique business requirements and streamline your services.

Note: Please bear in mind that additional guidance on using each feature within the Company Settings is provided under the respective options, ensuring that you know not only what each setting does but also how to use them to the fullest.

(Collapse below for more information)

Company Information

Under the Company Information, you will find the following:

  • Company name

  • Login email

  • Customer service phone number

  • Customer service email

  • Address

Settings Page: Company Information

General Options

Configure General Options that apply to various aspects of the platform.

In the General Options, you will find the following:

  • Default signature agreement

  • Advanced action statuses

  • Time frames

  • Automatic time frames

  • Measurement system

  • Job handle time

  • Pickup handle time

  • Drop-off handle time

  • Currency

  • Itinerary late indicator

  • Itinerary early indicator

  • [Premium] Actual route

Settings Page: General Options

Media/Social Media

Configure media-specific options (images, social identifiers, etc.) used throughout the platform.

In the Media and Social Media section, you will find the following:

  • Company logo

  • Facebook page ID

  • Twitter username

  • Google place ID

  • Twitter hashtags

Settings Page: Media/Social Media

Job Creation Options

To better suit the needs of your organization, you can customize some aspects of the manual job creation form.

Below, you can set which sub-sections of the form are considered primary (auto-expanded) and which sections may be left collapsed at the bottom of the form as Secondary. Additionally, you may choose to simply hide sub-sections in the Secondary section.

In the Job Creation Options, you will find the following:

  • Hide secondary section

  • Secondary

  • Primary

  • Customize reference IDs

  • Show ”initials” field

  • Mandatory “initials” field

  • Time preference mode

  • Type

  • Default confirmation status (Manual)

  • Custom quantity and piece count units

  • Piece count units

  • Quantity units

  • Custom action descriptions

  • Action descriptions

Settings Page: Job Creation Options

Route Builder Options

Configure options that apply to the Route Builder and Editor.

  • Mark job as high value (Currency)

Settings Page: Route Builder Options

Web Tracker

Configure options that apply to the Web Tracker displayed to customers.

In the Web Tracker section, you will find the following:

  • Action list

  • Actions status

  • Review questions

  • General Information

  • Advisory section

  • Auto opened on first visit

  • Advisory text

  • Contact information

  • Item list

  • Hide scheduling info

  • Scheduling info will be visible the day before at

  • Alert on pending status

  • Hide job position

  • Hide de previous stop details

  • Positive review sharing

  • Incomplete report

  • Fulfillment report

  • Digital signature report

Settings Page: Web Tracker

Web Tracker: Look & Feel

Customize the look and feel of the Web Tracker.

In the Web Tracker: Look & Feel, you will find the following:

  • Header

    • Company name font color

    • Disable font shadow

    • Disable font Uppercase

    • Background colour

    • Language picker font color

  • Banner

    • Primary highlight font color

    • Secondary highlight font color

    • Refresh text font color

    • Hide ETA

    • Hide time frame

  • Customer Info

    • Hide customer address

  • Background Image or Color

    • Disable background Image

    • Background color

    • Background image

Settings Page: Web Tracker (Look and Feel)

Mailing Lists

Configure your mailing lists for various important email notifications sent by the platform.

In the Mailing Lists section, you will find the following:

  • Emails for negative reviews

  • Emails on damaged job status

  • Emails on incomplete job status

  • Customer replies

  • Late itinerary

  • Early itinerary

  • Confirmation: Reschedule requested

Settings Page: Mailing Lists

Customer Notifications

Configure customer notifications.

In the Customer Notification section, you will find the following:

  • Hide customer address

  • Disable review reminders (email)

  • Disable review reminder (SMS)

Settings Page: Customer Notifications

Import Tool

Configure settings that are specific to the Import Tool page.

In the Import Tool section, you will find the following:

  • Split unit from address

  • Update existing jobs on import

  • Schedule tracking notifications

  • Notification day

  • Notification time

  • Default confirmation status (import tool)

Settings Page: Import Tool

Public API

Configure settings that are specific to the Public API.

In the Public API section, you will find the following:

  • Schedule tracking notifications

  • Notification day

  • Notification tine

  • Default confirmation status (API)

Settings Page: Public API

Payment Collection

Configure general payment collection availability and your company’s accepted payment methods.

In the Payment Collection section, you will find the following:

  • Enable payment collection

  • Only on balance owed

  • Cash

  • Debit

  • Credit

  • Cheque

  • E-transfer

Settings Page: Payment Collection

Fulfillment Options

Configure fulfillment options.

In the Fulfillment Options, you will find the following:

  • Contactless signatures

  • Completion reports

  • Incomplete report

  • Incomplete report: require images

  • Incomplete report: require text

Settings Page: Fulfillment Options

Operator App Options

Configure options related to the app your operators use on iOS and Android.

In the Operator App Options, you will find the following:

  • Re-order stops in-app

  • Incomplete reporting

  • Incident reporting

  • Balanced owed recalculation

  • Add actions in-app

  • Display ETA

  • Display location ID

  • Reset stop status

  • [Premium] Enable scan to pick in-app

  • [Premium] Enable scan to complete in-app

  • [Premium] Enforce scan to complete in-app

Settings Page: Operator App Options

Local Exports/Remote Exports

Configure Local Exports/Remote Exports functionality.

In the Local Exports/Remote Exports, you will find the following:

  • Download Locally

  • Upload to server

  • Business reference ID

  • Server user group

  • Server username

Settings Page: Local Exports/Remote Exports

Export Options

Configure the Planner’s Export Options.

In the Export Options, you will find the following:

  • Include time frames

Settings Page: Exports Options

Security

Configure Security options that apply to the platform.

In the Security section, you will find the following:

  • Admin IP block exemption

  • IP whitelist

Settings Page: Security

Confirmation Module

In the Confirmation Module, you will find the following:

  • Display scheduling notifications

  • Import Tool (Schedule confirmation info)

    • Notification day

    • Notification time

  • Public API (Schedule confirmation info)

    • Notification day

    • Notification time

Settings Page: Confirmation Module

In Conclusion

Having explored the extensive customization options within Cigo Tracker’s Company Settings, it’s clear that the system’s flexibility can significantly benefit your business. Whether it’s enhancing the look and feel of your Web Tracker or fine-tuning your job creation process, each setting acts as a cog in the well-oiled machine that keeps your logistics operations running smoothly.

From the payment collection configurations to the operator app options, every detail matters in crafting a seamless experience not just for your team but also for your customers. Remember, while the Company Settings page is your starting point, the true power of Cigo Tracker lies in its ability to be shaped to fit the unique pulse of your business.

As you implement these settings, keep referring to the in-built descriptions and support materials to make the most informed decisions for your company. Fine-tuning your Cigo Tracker settings is not just about leveraging technology. It’s about setting the stage for undeniable growth and unparalleled customer service.

Need more help?

If you have any questions or require further assistance with using the Settings 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.

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