The Manager Role in Detrack is assigned to sub-users within an organization who have more permissions than a dispatcher or customer service officer. As a manager, you can oversee job assignments, import job data, manage drivers, and generate reports. This guide will help you navigate your responsibilities efficiently.
Table of Contents
Log in to Detrack
Monitor Jobs Progress
Import your Jobs into Detrack
Assign Jobs to Drivers
Transfer Jobs Between Drivers
Set Up Vehicle Safety Checklists
Plan optimized routes for your drivers
View Reports & Analytics
Export Job Data and PODs
Log in to Detrack
You have to log in to the Detrack Dashboard to be able to monitor jobs and view reports.
Enter your email and password to log in.
(Note: If you are on the Detrack website, you can click on Login at the top right of the navigation bar)
Monitor Job Progress
You can monitor the statuses of your jobs to stay updated on the progress of your drivers.
Click Jobs from the main menu.
Click Calendar to view jobs for the present day.
To view jobs for a specific day, click on the date and select the desired day.
Use the status tab to filter jobs based on categories such as "Delivered," "Failed," or "Pending."
Import your jobs into Detrack
You can import jobs into Detrack or create jobs manually in Detrack. If you are importing an Excel/CSV file, you can do so for either a single day or across multiple days
Importing jobs for a single day
Click Import Deliveries on the Jobs > Today’s Job page. You can select your desired date using the date selection filter.
Click Browse to select your desired job file.
Once you have selected your job file, click Import to upload your jobs into Detrack.
Importing Jobs across Multiple Days:
Click Jobs > Import Jobs.
Click Browse to select your desired job file.
Once you have selected your job file, click Import to upload your jobs into Detrack
Assign Jobs to Drivers
You can assign jobs to your drivers in a few simple steps:
Assign Jobs via the Jobs Table:
Select the jobs to assign/unassign.
Click Actions.
Click Assign/Unassign Vehicles.
Choose the driver from the dropdown option
Click Save
Assign Jobs via an Excel/CSV file:
Include the driver's name under the Assign to column in the job file.
Assign a route/run/trip to a driver.
Input a sequence number to arrange the job order in the driver’s phone.
Save the Excel file and Import the file into Detrack.
Transfer Jobs Between Drivers
You can use the Transfer Job feature to reallocate tasks between drivers based on availability and efficiency.
Click on Jobs > Vehicles
Click Transfer Jobs.
Select the vehicles involved in the transfer.
Select the jobs to be transferred and the vehicle by using the arrow buttons (>, >> , <, <<) to move jobs between drivers.
Set Up Vehicle Safety Checklists
Managers can set up safety checklists to ensure that all vehicles meet required safety standards before they go on their routes.
Navigate to Vehicle Check > Manage Checklists
Click on Add Checklist to create a new checklist.
Configure the settings for your checklist (eg. Name, Assigned Driver, Mandatory conditions)
Click into your newly created checklist and start configuring checklist items such as tire pressure, fuel levels, brakes. Click on Add checklist items
Drivers can then view and submit vehicle checks via the driver app
You can then monitor submissions in real time once the driver submits a vehicle check
Plan Optimized Routes for your Drivers
You can plan optimized routes for your drivers to reduce fuel costs and boost productivity.
Navigate to Routes in the dashboard.
Create a depot to define the start point for your route
Configure options such as time windows, service time, depots and any other preferences.
Click Optimize Routes to generate the most efficient route for drivers.
Review the optimized routes and make adjustments if necessary before assigning them to drivers.
For detailed steps on creating a single route for a driver, you can read the guide here
For detailed steps on creating multiple routes for multiple drivers, you can read the guide here
View and Export Reports
We provide Reports and Analytics to help you monitor and optimize your delivery operations. Detrack has the following types of reports:
Daily Summary Reports - to help you with monitoring your daily operations
Job Summary - to analyze delivery performance based on job statuses over a 30-day period.
Driver Mileage - to deep dive into the mileage of each driver
Failed Reasons Reports - To identify top reasons for failed deliveries
To monitor your driver’s job progress or performance, you can have a snapshot via Jobs > Vehicles.
Export Job Data and PODs
Detrack allows you to export job data in Excel, CSV, or PDF formats for record-keeping and analysis.
Exporting Excel/CSV Reports
Click Jobs > Search Jobs.
Input the Date Range fields, then click Search.
Click Export and select Excel or CSV to download the report.
Exporting POD Reports (PDF Format)
Click Export.
Select one of the following options:
PDF (all PODs for today) – A single PDF file with multiple page, with each page containing a POD.
PDF (selected PODs only) – A folder containing individual PDF files, with each file representing one Proof of Delivery.
This guide should help you get started with the Manager Role in Detrack. If you need further assistance, please reach out to our support team via live chat!
Here's the link that you can download for the use of Detrack: Manager Role