Accessing the settings tab

Account settings

Push the cogwheel icon on the top right of your screen to open Settings and choose Account from the left sidebar.

Here you can see and edit your basic account-related information. Some fields are filled in automatically when you create an account, while others have to be filled out by you.

You can do the following in the account settings area:

• change the name of your account;

• edit your email address;

• add a company website;

• provide your company address (or headquarters address);

• choose a location country from the drop-down menu;

• add the company VAT identification number and/or Registration code;

• change the time zone;

• choose a different language for the software;

• change the distance units.

Features settings

Web application settings

• Allow changing tasks account – allows changing to another subaccount (subaccounts can be different business units/regions).
• Play “task created” sound – plays a sound in the web dashboard after a task has been created.
• Show unassigned tasks to workers – allows employees to see unassigned tasks from the mobile app and assign tasks to themselves.

Mobile application settings

• Task searching – enables searching Tasks in the mobile app.
• Task accepting – allows drivers to accept tasks assigned to them.
• Task rejecting – allows drivers to reject tasks assigned to them.
• Interactive task accepting – enables a pop-up in the mobile app each time a New Task is assigned to the driver.*
• Navigation app selection – allows the driver to choose between navigation apps available on their phone.

*The driver must take action – accept or reject the Task – in order to close the pop-up (if the driver accepts the Task, the job status changes to Accepted).

If the driver rejects the Task, the job goes to the Unassigned Tasks list (if auto-assign rotation is enabled, the system will look for a new driver to assign the Rejected task).

Dispatch & Routing settings

Push the cogwheel icon on the top right of your screen to open Settings and choose Dispatch & routing from the left sidebar.

Defaults

• Task duration – stoppage time (service time) in each Task location (used by ETA calculation and route optimization).
• Task expiry – value (in seconds) in which period Tasks are being canceled if no action is taken.
• Assignee proximity radius – value (in meters) which triggers geo zone for each Task.

Optimization

• Optimization objective – on the basis of which tasks are optimized.
• Vehicles – to use as few drivers/vehicles as possible.
• Transportation time – for the shortest mileage.
• Completion time – for the quickest route (shortest driving time).
• Optimize after creation – this allows the driver app to re-calculate the route each time a new task is assigned to the driver.
• Optimize when on duty – each time the mobile app sends new coordinates of the driver, the software automatically re-calculates the route of the driver.

Auto-assigning

• Auto-assigning – enables auto-assign function in the software.
• Auto-assign orders – enables auto-assign function (orders via API must have the trigger “Auto-assign = true ” described).
• Auto-assign optimize – every task assigned to the driver will be calculated by the route optimization system (Settings: optimization objective).
• Auto-assign time – time value trigger that is calculated from Complete After the value (this function is being used for scheduled deliveries – if u want to trigger a task immediately and auto-assign it, then leave the value to 0.)
• Auto-assign rotate time – value in seconds; If there is no response from the assigned driver within that time, the program will search for a new driver.
• Auto-assign maximum distance – maximum distance (in meters) from the Task to the driver (e.g. if the value is set to 3000 m, the program won’t assign the task to a driver that is further than 3 km from the Pickup point).
• Auto-assign maximum tasks – the maximum amount of tasks that 1 driver is capable of completing during work time (e.g. when the maximum value is set to 6 tasks, then GSMtasks won’t auto-assign jobs to this driver after they reach the maximum task amount; 1 food delivery order consists of 2 tasks: Pickup & Drop-off)

Account roles settings

Push the cogwheel icon on the top right of your screen to open Settings and choose Account roles from the left sidebar.

Here you can manage information about your managers and employees, as well as change their account rights and add new users to your account.

What you can see here

• State – the icon before the user appears green if the employee has marked.
• Email – the employee’s email they use to sign in to their account.
• Name – the worker’s name (optional field).
• Phone – the worker’s phone number (optional field).
• Manager/worker – a checkmark below these columns indicates whether the employee has the given account role or not.
• Active – a checkmark indicates that the employee is active.

Filtering accounts

To filter accounts, open the drop-down menu on the upper right side of your screen and choose Active or Inactive.

Client roles settings

Push the cogwheel icon on the top right of your screen to open Settings and choose Client roles from the left sidebar.

Here you can manage information about your clients, as well as change their account rights and add new client roles to your account.

The GSMtasks Client portal is used to maximize work environment efficiency. You can grant customers access to your GSMtasks account with limited rights and they will be able to create and manage tasks for you.

What you can see here

• Email – the client’s email they use to sign in to their account.
• Name – the client’s name (optional field).
• Phone – the client’s phone number (optional field).
• Manager/worker – a checkmark below these columns indicates whether the client has the given account role or not.
• Active – a checkmark indicates that the client is active (can access their account).

Notification templates settings

Push the cogwheel icon on the top right of your screen to open Settings and choose Notification Templates from the left sidebar. Here you can create new notification templates and view existing ones.

Push-notifications

GSMtasks triggered-based notifications can be used to boost customer satisfaction or even for marketing purposes.

Example notification templates

Integrations settings

Push the cogwheel icon on the top right of your screen to open Settings and choose Integrations from the left sidebar.

Here you can request our support team for different integrations and create webhooks

Integrations requests

Metafields settings

Subscription settings

Push the cogwheel icon on the top right of your screen to open Settings and choose Subscription from the left sidebar. Here you can see and edit your customer & payment details, as well as view your transaction history.

Subscription details