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Configuration 101: A Beginner-Friendly Guide to Detrack’s Custom Settings

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Rachelle Regua

Content Specialist

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Setting up a delivery management system like Detrack can feel overwhelming—especially when starting. But here’s the good news: Detrack is built with ease of use in mind. With intuitive navigation and powerful customization options, you can tailor the platform to match your unique workflow.

In this beginner-friendly guide, we’ll walk you through Detrack’s custom settings, explain what they do, and how to configure them for smooth, efficient deliveries—right from day one.

Whether you’re a logistics manager, courier company owner, or eCommerce operator, this guide will give you a strong foundation in configuring your Detrack account like a pro.

Why Custom Settings Matter in Delivery Management

No two businesses are exactly alike—and your delivery management software shouldn’t treat them as such. That’s where Detrack’s custom settings shine. They allow you to:

  • Set up your own delivery workflows
  • Match your branding on customer-facing documents
  • Configure automated notifications
  • Optimize driver assignments and routes
  • Ensure compliance with internal policies (e.g., vehicle checklists, POD requirements)
  • Enable seamless integration with third-party tools

The result? A highly efficient, fully customized system that grows with your business.

What You Can Customize with Detrack

When you log in to your Detrack dashboard, you’ll find a tab called Settings in the main menu. This is your control center for all custom configurations.

1. Organization Settings

This is where you define the basic info and branding for your account.

Key Fields to Set Up:

  • Company Name and Logo: Your branding will appear on emails, PODs, and tracking pages.
  • Time Zone & Currency: Make sure your time zone is accurate—this impacts delivery scheduling and logs.
  • Contact Info: Used in notification templates and shared with customers.

Tip: Upload your logo in a high-resolution PNG or JPEG format for a professional look.

2. Vehicle Settings

This section helps you define the specifications of the vehicles in your fleet.

Key Features:

  • Vehicle Type (van, truck, bike, etc.)
  • Capacity Metrics: Volume, weight, number of stops
  • License Plate Numbers
  • Pre-Start Checklist Configuration

Why It Matters: By accurately setting vehicle capacity, you enable smarter route optimization and reduce overloading risks.

Detrack’s custom settings

3. Driver Settings

Your drivers are the frontline of your delivery operation. Here’s how to set them up correctly:

Customizable Fields:

  • Driver Name and Contact Info
  • Driver ID (used for app logins)
  • Vehicle Assignment
  • Default Route Areas

You can also assign driver roles and permissions, allowing or restricting access to certain app functions like manual status changes or POD edits.

4. Notifications

One of Detrack’s strongest features is its real-time notification system. Customers stay informed at every stage—minimizing “Where’s my order?” queries.

Types of Notifications:

  • Job Created
  • Out for Delivery
  • Delivered
  • Failed Delivery
  • Custom Statuses

You can enable SMS or email alerts for each type, and fully customize:

  • Sender info
  • Message subject
  • Body text (with dynamic tags like customer name, tracking link, ETA, etc.)

Integrations: Detrack supports third-party SMS gateways like Twilio, Vonage, 8×8, and BurstSMS, giving you flexibility and control.

5. Job Settings

The Jobs section is where you define how delivery and collection tasks behave in the system.

Key Options:

  • Job Type Labels (e.g., Delivery, Pickup, Return)
  • Required Fields for job creation
  • Default Job Statuses (Pending, In Progress, Completed, Failed)
  • Custom Fields (e.g., Temperature for perishables, Invoice Number)

You can also control auto-assignment rules, time windows, and priority flags.

Example Use Case: If you’re in food delivery, you might create a custom field for “Order Temperature” and mark it as required.

6. Proof of Delivery (POD)

POD is essential for accountability and customer satisfaction.

Configuration Options:

  • Photo Requirements (e.g., photo of item, recipient, location)
  • Signature Capture (enable/disable)
  • Custom POD Notes (e.g., “Left with neighbor,” “Delivered to reception”)
  • Watermark Settings (e.g., time, date, driver ID)

You can even customize the layout of the POD PDF and include your brand elements, disclaimers, or order details.

Did You Know? You can enable contactless POD options like photo-only confirmation, which is a must for modern delivery safety.

Detrack’s custom settings

7. Mobile App Settings

This governs what your drivers see and do in the Detrack mobile app (available on iOS and Android).

Customize:

  • Enable Location Tracking
  • Allow Driver Notes
  • Barcode Scanning
  • Status Control (limit which statuses a driver can apply)

By adjusting these options, you streamline the driver’s experience and reduce training time.

Smart Feature: Use “Geofencing” to auto-update delivery status when a driver enters the drop-off zone.

8. Security and User Permissions

Keep your data safe and operations compliant.

Set Up:

  • User Roles (Admin, Dispatcher, Viewer, etc.)
  • Two-Factor Authentication
  • Login Activity Logs
  • IP Restrictions (optional)

Best Practice: Assign the least privilege necessary—especially for temp or part-time users.

9. Integrations

Want to supercharge Detrack’s functionality? The Integrations tab lets you connect to other tools in your tech stack.

Supported Integrations Include:

  • Order Management: WooCommerce, Shopify, AfterShip, MachShip
  • Communication: Twilio, Vonage, BurstSMS, 8×8
  • Routing & Mapping: Google Maps, Route Optimization engines
  • Analytics: Export data to Excel or Google Sheets

You can also use webhooks or API keys to create custom integrations.

Need Help? Detrack has excellent API documentation and a responsive support team for integration help.

How to Test Your Configuration

Before going live, run a test delivery cycle using the following steps:

  1. Create a test delivery job in the dashboard
  2. Assign it to a driver
  3. Track the job through your own tracking page
  4. Test SMS/email notifications
  5. Complete the job using the driver app
  6. Review the POD PDF and logs

This will help you spot issues early and fine-tune your workflow.

Troubleshooting Tips

Even with a user-friendly interface, you might hit a few bumps. Here’s what to do:

IssueLikely CauseSolution
Notifications not sentWrong email/SMS gateway setupRe-check API keys and settings
Jobs not showing on driver appDriver not assigned / incorrect status filterAssign the job and refresh app
Incomplete PODPhoto/signature requirements not setUpdate POD settings to reflect needs
App lag or crashOutdated app or large cacheUpdate the app and clear cache

Getting the Most Out of Detrack’s Custom Settings

Detrack’s custom settings offer powerful ways to tailor the system to your operational needs. From route planning to POD to automated notifications, each configurable setting saves you time, improves accuracy, and delivers a better customer experience.

The best part? You don’t need to be a tech wizard to get started.

Take it step by step—start with the essentials, test your setup, and build from there. As your delivery volume grows, you’ll be glad you took the time to build a solid foundation.

With Detrack, configuring your delivery process isn’t just easy—it’s empowering. Try Detrack today!

Why Choose Detrack?

Learn how your business can benefit from Detrack.

Affordable SaaS Pricing

Pay per vehicle, not per job—keeping costs low and predictable for your business.

Quick and Easy Onboarding

Get started in no time with a platform designed for fast implementation and minimal training.

Comprehensive Features

Access a robust set of tools designed to handle all aspects of delivery management seamlessly.

Always-On Support

Enjoy 24/5 live chat support, ensuring help is always available when you need it.

Highly Configurable

Tailor the platform to your unique business needs with advanced customization options.

*No credit card required

Detrack Key Features

Features Built to Streamline Your Deliveries

Electronic Proof of Delivery (e-POD)

Eliminate the hassle of paper forms and reduce delivery disputes with e-PODs that are stored securely in the cloud. Delivery proof can be easily captured via the Detrack driver app.

Learn More
Live Tracking

Get real-time delivery updates for better control of your fleet. Customers can also track their delivery progress in real time with a map-based tracking page.

Learn More
Customer Notifications

Keep customers informed with timely updates. Enhance your customer experience while reducing missed deliveries.

Learn More
Route Planning

Optimize delivery routes to save time, fuel, and operational costs.

Learn More
Fleet Management & Dispatch

Streamline fleet operations with live vehicle tracking & efficient job assignment.

Learn More
Vehicle Safety Check

Keep your fleet safe & compliant with regular vehicle checks, done seamlessly through the driver app.

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Reports & Analytics

Gain valuable insights on your delivery performance and make better operational decisions.

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Integrations

Connect seamlessly with your systems to streamline & automate your workflows.

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Rate Cards

Configure your pricing based on rules such as such as weight, quantity, item type, location and more.

Learn More
*No credit card required

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Written by

Picture of Rachelle Regua

Rachelle Regua

Content Specialist

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