How To Set Up Customers Tap To Track

You can let your customers track the status of their delivery /collection via a tracking widget. You can refer to the screenshot on the top left to see what the tracking widget will look like.

How To Get Started

In your admin dashboard, click on the Settings menu to the top right of the page to reveal a drop-down menu. Next, click on the Job Settings option and a Job Settings form with seven tabs (Tracking Widget, Fields, Sorting, POD, Reschedule, Status, Options) will be shown.

Under the Tracking Widget tab, you can generate your Tracking Widget code if you haven’t done so. Once generated, your personal Tracking Widget code will be available for you to copy and paste into your website. Alternatively, you can send your customers the direct link (below the code) to your tracking widget without installing it on your website.

One Time Settings For Your Tracking Widget

You may choose to use delivery order no. (D.O. #) as your tracking number or a custom tracking no. (Tracking #) by selecting from the Tracking Field drop down box. If you select Tracking #, you have to enter a separate tracking no. in the Add delivery or Add Collection form or via a “Tracking #” column in your CSV or Excel import file.

Tip: Use the order no. or the invoice no. for your tracking no. so that you don’t have to send your customers another tracking no. – you can inform them to use their order no. or invoice no. as the tracking no. in their order confirmation email or on your website.

Contact number This contact no. is the customer service contact no. for delivery/collection inquiries.

Support email This email address is the customer support email address for delivery/collection inquiries.

To change the name of the customer service contact, go to Settings> Organization>Organization name.

Job completed by When you select the number of days required to complete the job, our system will auto-calculate the job completed by date and display it to the customer. The number of days required is usually reflective of your SLA to your vendors or customers. If all your jobs are completed within the same day, simply select on start date (same day). If this field is entered, your customers will be able to see the expected date of delivery or collection assigned. This will help in reducing your customer service support.

Start date is the day that the job is imported into the system. To change this start date, go to Edit Delivery or Edit Collection form, under the field start date.

Non-working days You can specify the non-working days if any, in order to allow our system to accurately calculate the expected date of delivery from the start date. You can specify which days of the week that your business is not in operation, e.g. on weekends (Sat and Sun). This field of non-working days only applies to standard days of the week where no deliveries or collections will be done.

Check the Requires Email or Phone# box if you wish to have more than 1 identifying field for your customers to track their jobs. Once this option has been checked, the customer needs to enter the corresponding email or phone number to track.

Check the Display Delivery / Collection Time box if you want the Tracking Widget to show the delivery or collection time assigned. This time can be displayed as a delivery window (e.g. 9.00am – 12.00pm) or as a time deadline for the job to be completed by (e.g. 5.00pm). To change the delivery time, go to edit delivery or edit collection form, under the field Delivery time/Collection Time. This field can also be uploaded through your CSV / Excel manifest.

Check the Allow customer to track historical and future jobs to allow customers to track the past and scheduled jobs. If this is not checked, customers can only track today’s delivery/collection. To allow future and historical tracking to happen, you will need to import either customer’s phone or email address.

Check the Display vehicle’s current location to allow the customers to view the vehicle’s current location. Vehicle location will not be displayed should the vehicle remain stationary for more than 15 mins / not connected to Detrack / GPS not available. Vehicle location will show again once the vehicle starts moving.

The Delivery and Collection Status Legend can be customized to suit your workflow. However, please note that only the legend can be customized, the naming of the status type cannot be changed.

Below are the conditions/actions by the Admin to trigger the respective status on your tracking widget:

Detrack Dashboard System Status (Internal) Assign To Delivery Date Tracking Widget Status (External- Customer Facing)
In Transit Assigned / Unassigned Today / Future Info received
In Progress Unassigned Today / Future Info received
In Progress Assigned Future Scheduled
In Progress Assigned Today Out for delivery

Once you have configured the above settings, click Save and you are done.

You can now click on the demo tracking widget image button to test out your tracking widget. Have fun!

Our Tracking Widget is a combination of HTML (to display the button) and JavaScript (to open the window) code and can be inserted into any website. You may require the assistance of your webmaster to place our Tracking Widget button on your website as you will need to edit HTML codes. Alternatively, you can always send your customers the direct Tracking Widget link.

Tip: you can change the image of the Tracking Widget button to your own by changing the src property of the HTML input button to point to your image file.

We will be happy to assist you should you need further help with the tracking widget, just drop us a note at info@detrack.com.

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