Configuration supported by the Hitrak team
While the Admin Portal supports most of the essential setup to streamline operations with Hitrak, some items require assistance from the Hitrak team.
This article provides a guide to Admin Portal users with ownership of general system settings, which are not covered elsewhere in the Admin Portal Knowledge Base.
In this article:
Templates
Various templates can be customised for your Hitrak system, to support communications and other features:
-> SMS templates for manual and system-generated communications from Dispatchers and Drivers.
-> Email templates for system-generated communications to internal and external stakeholders.
-> Customer Satisfaction Surveys to gather Receiver feedback on their delivery experience.
SMS Templates
Hitrak's Messaging service enables Admin and Driver App users to contact senders and receivers regarding consignments. The Hitrak Consumer Tracking App allows recipients to reply directly, with all communications captured on the consignment, in the Admin Portal Communications tab and Driver App Messages tab.
By using pre-defined templates for delivery coordination and other essential communication, users can save time in their daily operations, when messaging individuals or performing bulk actions from the Dispatch Board.
SMS Templates can also be used for system-generated communications, such as consignment Tracking notifications.
Email Templates
Like SMS templates, Emails can be configured for customer and receiver communications, such as confirmation of consignment delivery or other notifications.
For operators making use of Hitrak Direct Invoicing, an Invoice email template is required, for the automatic sending of an Invoice when it is confirmed.
Customer Satisfaction Surveys
Hitrak offers native CSAT Survey capability, enabling feedback direct from receivers following a consignment's delivery, via a dedicted url in the Consumer App.
When enabled, Survey ratings and comments can be viewed on individual consignments, with average ratings also reflected in the Dashboard homepage.
A default survey template is available, but this can be customised with more targeted questions as required.
Delivery Event Titles
Delivery Events enable Driver and Admin App users to capture events which impact consignment tasks and runs. Both types of event generally require attention and resolution by another user, but differ in purpose slightly.
Exceptions are applicable to consignments only. An Exception is used to record an event preventing the completion of a consignment Collection or Delivery task.
Notes are applicable to consignments and runs. A Note is used to record an event which requires attention or further action, but has not prevented the completion of a consignment task or run.
Each Event Type requires a dropdown list of Event Titles to select from. Hitrak provides a list of default Exceptions and Notes (as shown below), but custom Event titles can be added based on business requirements.
Note 🔎Event Titles of Consignment notes and Run notes are managed separately, but there may be some crossover in these options, e.g. a Damage event may exist for both a consignment and a run.
Get in touch with our team to add or edit any Event Titles from the below defaults.
Default Exception Titles
Default Note Titles
Default Run Note Titles
Tip 💡Event Titles are visible to customers in Freightmaster. Bear this in mind when creating custom options. Event Descriptions are never visible to customers.
Service Type Setting Defaults
These settings cover several key functional areas, which can have different rules applied based on a consignment's Service Type.
The Organisation page Settings tab allows these to be configured to suit each customer, but the Hitrak team can apply system defaults to simplify this process. Most of the options are configured with a True/False toggle.
Service Type settings include:
-> Integration settings for automatic consignment staging and callback triggers
-> Required fields for consignment creation
-> POD requirements
-> Optional automated communication settings
-> Settings related to automatic consignment pricing
Other Settings
The following configuration is also supported by the Hitrak team:
-> The Freight Item Types available for consignments. Freight types can then be enabled/disabled for each customer Organisation in the Admin Portal.
-> The Service Types offered by your business. Service types can then be enabled/disabled for each customer Organisation in the Admin Portal.
-> Hireage and Export Surcharges require Development team support to enable.
-> Gateway Access configuration for each customer.
-> The Invoicing Model for your system.
Tip💡Check out the Admin Portal Knowledge Base for user guide documentation on other administrative functions.
Can't find what you're looking for? Get in touch with our team via the Helpdesk with any questions on your Hitrak setup.