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.
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.
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Company Information
Company Information
Under the Company Information, you will find the following:
Company name
Login email
Customer service phone number
Customer service email
Address
General Options
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
Media/Social Media
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
Job Creation Options
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
Route Builder Options
Route Builder Options
Configure options that apply to the Route Builder and Editor.
Mark job as high value (Currency)
Web Tracker
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
Web Tracker: Look & Feel
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
Mailing Lists
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
Customer Notifications
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)
Import Tool
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)
Public API
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)
Payment Collection
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
Fulfillment Options
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
Operator App 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
Local Exports/Remote Exports
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
Planner Export Options
Planner Export Options
Configure the Planner’s Export Options.
In the Export Options, you will find the following:
Include time frames
Include Metrics
Security
Security
Configure Security options that apply to the platform.
In the Security section, you will find the following:
Admin IP block exemption
IP whitelist
Confirmation Module
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
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.