3. Settings

Part 1: Configure your Settings Across all your Merchants

If you have multiple businesses, your organizational and global merchant settings will help to standardize your configuration across your merchants.  These settings will impact ALL of your merchants.  But you do have the ability to navigate to the merchant level settings to override the global settings if needed.

Navigating to Org Level Settings
Navigate to your Org Settings page by clicking "Manage"
Then click "Settings"

Organization Settings
Name Used to change the name of your Organization
Email The main email address associated with the account
Dispatch Phone Number Allows your driver to easily contact the dispatcher from their app Tip: you must put a + sign and then your country code before entering a phone number
Company Logo Used for white labeling the customer tracking link, booking form, and any emails sent to your customers via alerts
Most Common Type of Delivery Sets the default fields shown in the ‘add a task’ form to align with your delivery operations and business model. ‘Service Based’ will only allow for a destination address (no pickup address)
Which is right for me? The owner of a single restaurant might consider the first option, ‘Deliveries will usually come from the same location since the pickup address will remain the same while the delivery addresses may vary. However, for a company like  a courier service that picks up and delivers to multiple locations, the third option, ‘Pick up and drop off location will be unpredictable’, might be the most suitable Service-based is a good option for businesses that just need to get to one location.  Perhaps you’re a mobile unit with inventory that’s in your vehicle and you only need to navigate to the site location. In the event that the business model changes the settings can always be edited and updated.
Text Color Customize the text color of your customer tracking map (Use this to customize the tracking map that is being sent to your destination contact customer through alerts.) Tip: you must contact GetSwift support and ask them to "Enable the New Tracking Map" for your account
Object Color Customize the text color of your customer tracking map
Background Color Customize the background color of your customer tracking map
Disable Customer Survey Upon sending the tracking link to the customers, the survey will NOT automatically populate upon job completion
Stale Driver Check Interval If a driver is online, but not connected (therefore, we are not receiving location data from the driver), a notification will populate on your Admin Map.		Notification on the Admin Map:  View from the Driver's Phone with banner to indicate if connected:
Driver Availability Notification Shows the remaining fleet capacity  Getting Busy (50% of capacity) Really Busy (75% of capacity) No Drivers Available (100% of capacity) To set capacity, navigate to your Fleets Dashboard then click Settings		Set Fleet Capacity in your Fleets Dashboard Settings: View within the top right corner of the Admin Map:
Culture info string  Impacts cultural settings such as the currency ($, €, £)
Default Payment Type for New Drivers Wage: The driver is paid on wage - GetSwift will only record the tips (if entered) for payment to the driver Commission: The driver is paid on commission - GetSwift will record a percentage of the delivery fee + tips (if entered) for payment to the driver
Should I use this? Note: GetSwift does not process payments for your drivers. This is a helpful way to classify your drivers and pull the “Driver Payment Summary” report.  Then, depending on how you pay your drivers (percentage of the delivery fee, hourly rate, etc.) you can use that report to help calculate the payment.
Manually Approve New Drivers Sets whether or not all new drivers (including ones that the user adds) need to be manually approved before they can start working for you. To approve a driver, go to the Drivers page → Filter → Awaiting approval → click Approve for each driver.
Should I use this? Are you using the Registration Link to add drivers?  Enabling “Manually Approve New Driver” it gives you an extra step to verify and vet your fleet before they start delivering for you. In industries where vehicles are used to transport sensitive information or valuable commodities, a company might choose to vet its drivers before adding them to its fleet.
Support Languages Allow customers to see the tracking links status in their native languages Search and add the languages you wish to enable Check out "Customized Order Stage Name" to learn how to customize the status name by language. This way, when a customer tracks their order on the Tracking Link, they will see it in their native language Note: this will only impact the New Tracking Map.  If you are interested in this feature, please contact "GetSwift Support" to enable the New Tracking Map
Cash Management  Default Merchant Settings Enable Default Cash Float: records cash given to a driver Payment at Delivery: determine which payment methods you will accept.  Ones not checked will be rejected when sending the order Max Cash On Hand Allowed: limits the amount of outstanding cash a driver can have at any one time.  The driver must return to the store for a Cash Settlement before being able to receive more orders. Tip: you must contact GetSwift support and ask them to "Enable Cash Management" for your account
Mobile App Customization   Enable Rush Jobs Allows you to prioritize a job as "Rush" bringing it to the top of a driver's route   Driver Previews...coming soon! Job Actions & POD Pick Up Address item Name & Item Count Job Instructions Force Accepted Job as "On Way" Sets whether or not accepted tasks will be immediately considered as “On Way”. Drivers will not have an option to manually indicate when they are “On Way”. Drivers will also only be routed to the destination (not to the pickup) Why would I enable this? Want to save your drivers a step?  Enabling this will put the drivers in “On Way” status signaling they are en route to the destination. Consider any emergency service, like ambulances or roadside assistance,  where drivers must be dispatched immediately in the event of a new job or task in the system.
Customize Order Stage Names  Allows businesses to customize the text and language displayed for each order stage These will display on the New Customer Tracking Link and the Live Jobs Page.  Notice how the default "En Route" status now says "Coming your way!" Note: this will only impact the New Tracking Map.  If you are interested in this feature, please contact "GetSwift Support" to enable the New Tracking Map

Global Merchant Settings These settings are the same as the Advanced Setting in individual merchant accounts.  When you change a setting within your Global Merchant Settings, it will impact ALL of your merchants.  You are subsequently able to go to individual merchants and change a setting depending on that specific merchant's needs, which will override the global settings.
Delivery Time Sets the default ‘Latest Time’ for all new tasks entered. This will extend or shorten the delivery time window for all new tasks. For example, if this was set at 120 minutes, then the driver would have 2 hours to complete the delivery
Job Expiry Keep your dashboard fresh and up-to-date.  Automatically have old jobs removed from the queue.  This sets the amount of time before late tasks (that have not been accepted by any drivers) are automatically canceled. Note, this setting is in hours, not in minutes.
Proof of Delivery Sets whether or not a driver is required to collect a signature or a photo from the customer as a ‘proof of delivery’ before they can complete a task.
General Settings More coming soon!

 

Part 2: Individual Merchant Settings

Learn how to configure an individual account within a specific merchant

Navigating to Merchant Level Settings
Navigate to your Merchant Settings page by clicking "Settings" under your merchant

Merchant Settings These settings will override your Global Merchant Settings.  Because these are set at the merchant level, it allows the flexibility to have different settings among your merchants.
Name Used to change the name of your Merchant
Email The main email address associated with the account
Dispatch Phone Number Allows your driver to easily contact the dispatcher from their app Tip: you must put a + sign and then your country code before entering a phone number
Merchant Location Select the location you are in
Time Zone Select the time zone you are in
Company Logo Used for white labeling the customer tracking link, booking form, and any emails sent to your customers via alerts
New Job Driver Notification Method Manually Notify: a dispatcher manually uses the operator map to notify/assign jobs to drivers Notify All: all drivers who are online will get notified of new jobs at the same time Notify Specific Driver: ability to notify a specific driver while submitting the job (see Driver Match Code) Expanding Proximity: scans the area and notifies all drivers within 1 mile/km of the pickup.  If no one accepts within 30 seconds, the radius expands to 2 miles/km, etc. until a driver accepts. Smart Notifications: notifies a group of drivers based on who is: Closest to Pickup Who is most available Who has the best driver rating
Merchant Setup: Advanced Settings
Standard Recommended Delivery Time Sets the default ‘Latest Time’ for all new tasks entered. This will extend or shorten the delivery time window for all new tasks. For example, if this was set at 120 minutes, then the driver would have 2 hours to complete the delivery
How does this help me? Restaurants making delivery would want to fulfill their orders within a certain timeframe. Tracking these times might lend management some insight about how much time they’re taking and how their delivery times can be improved. Use the various reports to see your strengths and identify areas for improvements in order to reduce delivery times. Check out this story one how one GetSwift user reduced their delivery time by over 35% and was so confident, they even offered free food if they exceed 30 minutes!
Maximum Miles Radius Cut-Off for Driver Notifications Sets how far away drivers can be from the destination location of a task in order to receive the task notification. Drivers will not be notified if the distance between the drivers’ current location and the delivery location is greater than the maximum miles set here.
Should I use this? Do you want to restrict drivers from being dispatched or notified of jobs if they are too far away from the pickup?  Use this setting to restrict the radius to help complete deliveries on time.
Default Delivery Fee to Invoice Sets the default delivery fee in the ‘add a task’ form. If you are using templates to enter tasks into GetSwift, this will only autofill new templates.
Should I use this? REMINDER: this is only for if you are using Templates to enter tasks. If you are using the API or Booking Form, check out our dynamic quoting abilities. These options work when the drivers in your fleet must be paid a minimum amount regardless of the distance covered or the time taken for the task, like cab fares.
Is mobile entity This regards vehicles that are on the move but can also sell products, such as a food truck or an ice cream truck. This feature is currently not available but is a feature that will be released sometime in the future.
Open the default dispatch map in a new browser tab Every time you click on "Map" it will open in a new tab
Driver Availability Notification Shows the remaining fleet capacity  To set capacity, navigate to your Fleets Dashboard then click Settings		Set Fleet Capacity in your Fleets Dashboard Settings: View within the top right corner of the Admin Map:
Customer Survey Rating Allows merchant managers to configure a minimum acceptable rating for their drivers to receive on the customer survey when an order is complete If a driver receives a rating below what has been configured, a notification pops up at the bottom of the map dashboard
How can this help me? Know where your business is falling short.  With these prompts, it makes it easy to know which customers are at risk.  You can reach out to an unhappy customer in real-time and remedy the situation to help retain them long-term.
Disable Customer Survey Upon job completion, the tracking link will automatically turn into the customer feedback survey unless you have this turned on This requires the new tracking map to be enabled (contact GetSwift support to turn it on!)
Driver App Behavior
Require Proof of Delivery on Delivery Completion Sets whether or not a driver is required to collect a signature or a photo from the customer as a ‘proof of delivery before they can complete a task
Do I need this? Enabling this option will require drivers to collect either a digital signature and/or photo in order to complete a task. In cases where sensitive documents or valuable goods are being transported, proof of delivery is typically required.
Proof of Delivery Type Select the specific type of proof you want to require your driver to collect: Any: the driver can collect a Signature and/or a Photo from the destination recipient Signature: the driver will be required to collect a Signature from the destination recipient Photo: the driver will be required to collect a Photo from the destination recipient Both: the driver can collect a Signature AND a Photo from the destination recipient
Which is best for me? For food deliveries, requiring a photo of delivery is a great way to verify the correct order was delivered while e-signatures provide a name and additional information on who received the delivery. Depending on your type of business you can enable signature, photo or both as verification methods for proof of delivery.
Hide Driver Prices Sets whether the ‘Delivery Fees’ and ‘Tips’ fields are hidden in the Driver mobile app
Why would I enable this? Do you allow your drivers to accept or reject jobs?  Depending on how your drivers are compensated, you might want to consider hiding prices from the driver app to ensure that drivers accept jobs regardless of the tips and delivery fees included so that the entire customer base can be serviced.
Driver Can Indicate Arrival at Pickup Location Sets whether the driver can record when they are at the pickup location in the Driver mobile app. This is used for record-keeping purposes only.
Why would I enable this? Do you want to collect data on how long the driver was at the pickup location?  This can be particularly helpful if the driver has to complete a task at the pickup, such as load boxes onto the truck. This is useful for merchants to better understand driver times and improve the efficiency of the delivery process, especially on longer delivery runs. This data can easily be accessed through the API or by navigating to Reports —> History —> Details —>Show History.
Driver Can Indicate Arrival at Drop-Off Location Sets whether the driver can record when they are at the drop-off location in the Driver mobile app. This is used for record-keeping purposes only.
Why would I enable this? Do you want to collect data on how long the driver was at the drop-off location?  This can be particularly helpful if the driver has to complete a task at the drop-off, such as setup a new refrigerator. This is useful for merchants to better understand driver times and improve the efficiency of the delivery process, especially on longer delivery runs.  This data can easily be accessed through the API or by navigating to Reports —> History —> Details —>Show History.
Enables Strict Driver Workflow Require your driver to follow the workflow of an order For example, your driver will be required to push "AT DROPOFF" before they push "COMPLETE", as the buttons will be grayed out
Why would I enable this? Want to make sure your customer alerts are sent?  Want accurate reporting data?  Enabling this feature requires the driver to proceed through each driving stage before having the ability to complete a job.
Hide Abandon Button in Driver Application Restrict your driver from being able to Abandon Jobs that are Accepted.  Enabling this removes the button from the driver’s mobile app
Why would I enable this? This function is important to block drivers from abandoning and skipping jobs and provides more reliability to the customer.
Delivery Status update delay in minutes (set to 0 to disable) After the driver pushes On Way / Start, this will delay the tracking map from being viewable to the Destination Contact This requires the new tracking map to be enabled (contact GetSwift support to turn it on!) Set to 0 to disable
Automation
Minutes to Notify Driver Before Pre-Scheduled Jobs Sets how far in advance of the pickup time you would like task notifications to go out to drivers. In the image below, drivers will be notified 30 minutes before the pick-up time.		Because this job is “FUTURE” status, your driver fleet will only begin getting dispatch notifications when it is within the “Minutes to Notify” window. In this example, drivers are notified 30 minutes before the scheduled pickup time. Now that the jobs are within 30 minutes of pickup the status has changed to “FUTURE (NOTIFIED).” Drivers are now eligible to see the notification for this job and accept it, depending on your notification/dispatching setup
What’s best for my business? Depending on your business model, you may want to notify your drivers days or weeks before these future tasks. For example, if you want drivers to be notified 2 weeks before the pickup time, you can enter 20160 minutes.
Hours After Due Date Before Unaccepted Jobs are Automatically Cancelled  Keep your dashboard fresh and up-to-date.  Automatically have old jobs removed from the queue.  This sets the amount of time before late tasks (that have not been accepted by any drivers) are automatically canceled. Note, this setting is in hours, not in minutes.
Should I enable this? Consider a restaurant that makes food deliveries. If they have an order that has not been assigned or accepted for a few hours, the manager might choose to cancel the order and issue the customer a refund or store credit instead of delivering the customer stale food or delivering the food past the estimated time.
Quoting / Booking Form and API
Reject Delivery or Quote if Driver Not Immediately Available Sets whether or not the system will reject booking requests if all drivers are currently busy or at capacity. This only applies to tasks booked through the public booking form or the API
Should I enable this? This function is useful for restaurants or delivery services to ascertain when they have reached maximum capacity and are unable to complete a requested job that was sent through a booking form or an API integration.
Handler Transport Mode to Quote If quoting is being utilized (through the API or booking form), you will want to select the primary mode of transportation.
Why is this important? This is important because, in order to calculate a delivery fee quote, a distance is calculated from Pick-Up to Drop-Off.  The distance can vary depending on the mode of transportation.
Roadways to Avoid for Quote If quoting is being utilized (through the API or booking form), you can select preferences on the route that is used to calculate the delivery fee quote.
Why would I use this? If avoid Tolls is selected, the distance calculated from Pick-Up to Drop-Off will avoid roads with tolls, and therefore the distance from A to B might be longer. In other cases, this functionality is useful for delivery services that employ bicyclists who are unable to use highways for delivery.
Base Rate to Quote Sets the base delivery fee. This will be quoted to end customers who book using the public booking form functionality or through the quoting capabilities in the API.
Should I use this? Are you using the API or Public Booking Form to get your orders into GetSwift?  Do you want to set a base rate or minimum delivery fee, no matter the size, distance, or content of the items? Use this in conjunction with Price per Mile/KM (see below) for dynamic quoting!
Price per Mile/KM to Quote Sets the rate per mile/km added to the base rate based on the distance between the pickup and destination address. This will be quoted to end customers who book using the public booking form functionality or through the quoting capabilities in the API
Should I use this? This option is typically used for courier services that provide deliveries with a wide range of distances, making it easier to automate expenses and incorporate a distance variable into final costs.
Miscellaneous
For Commission Based Drivers Only:  Default Driver Fee Percentage, Used When Creating Job Templates Sets the default percentage of the delivery fee paid to the drive. If using you are using templates to enter tasks into GetSwift, this will only autofill new templates. This only applies to commission-based drivers and is used only for record-keeping purposes.
Is this for me? This setting is useful when the drivers on commission are contracted to complete jobs for a percentage of the delivery fee. Consider a courier service that charges delivery fees based on distance. To prevent long distances from being a prohibitive factor to accepting jobs the business might offer drivers a percentage of the delivery fees as an incentive. This will only be applied if you are entering jobs using Templates.
When Sending Orders to GetSwift via Email: Email Orders will be Sent From Required as part of the setup process for importing emails orders automatically to GetSwift.
Is this for me? This is only applicable if your orders originate from a source on this list. If your business accepts orders and logs those in an email account, the email address receiving those orders can be used to directly import jobs into GetSwift so that the process can be automated and the jobs do not need to be entered individually.
When Sending Orders via An External Webhooks: External Store ID Required as part of the setup process for entering orders through external webhooks
Should I use this? Webhooks can be added so that your website or app can be alerted when an event occurs on Getswift. If a driver has signaled that an order is en route, you might want to change the status of the job on the website and inform the customer that the order is on its way.
Supported Language Allows adding different languages for the Customized Order stage name displayed for each stage
Customized Order Stage Names Allows businesses to customize the text and language displayed for each order stage These will display on the New Customer Tracking Link and the Live Jobs Page.