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Settings

The Settings section is available to administrators and allows you to configure how PTM works.
Here you can manage maps, routing logic, task statuses, notifications, and integrations with external services.
Below is an overview of the available settings.
 

Creating dictionaries from a configuration file

Using the Create dictionary from configuration file block, you can quickly create or update dictionaries by uploading a predefined configuration file in JSON format.

Geographic information system (GIS) integration

This section is used to connect mapping and geocoding services for working with maps, addresses, and routing in PTM.
1. Connecting map services
You can connect services such as OSM, DaData, Google, HERE, Yandex, City Guide, and others.
For each service, specify:
  • Host, API key, or Token
  • Enable options:
    — Use for geocoding — the service will search for addresses and coordinates
    — Use for forecasting — the service will calculate routes and travel time
2. Geocoding priority
Set the order in which services are queried. The service with the highest priority will be used first.
3. Map layers
Choose which map layers (OSM, Yandex, Google, etc.) are available in the system.
4. Forecast parameters
Configure parameters used for route and time forecasts:
— Average speed
— Average loading/unloading time
— Maximum driving time
 

Calendar Settings

Configure how tasks are displayed in the calendar.
1. Color grouping
  • By task type — tasks are shown in different colors based on their type (delivery, repair, etc.)
  • By vehicle — tasks are colored based on the assigned vehicle
2. Show only active tasks
When enabled, only tasks that are not completed or canceled will appear in the calendar.
 

Task settings

These settings define how your dispatching system behaves.
1. Requests
Specify where incoming requests come from and which template is used by default to create tasks.
2. Color highlighting
Configure how tasks are highlighted in tables and calendars:
  • By task type
  • By assigned user (driver, dispatcher, etc.)
3. Closing reasons
You can require users to select a closing reason from a dictionary when completing a task.
4. Geofence auto-statuses
Configure automatic task status changes based on geofence logic:
  • Geofence radius
  • Accuracy
  • Tracking time before visit
  • Allowed visit confirmation time
Additional automation and control options.
1. Task Auto-completion
Enable automatic completion if a task remains unfinished longer than a defined time. You can also set an average execution time used for calculations.
2. Permissions and Editing
  • Allow sending unassigned tasks to all drivers (shared queue)
  • Restrict task editing to the current day only
  • Auto-complete tasks based on key field conditions
3. Additional task options
  • Disable selection of system task types
  • Enable color-coded task statuses
  • Set the current user as the default task initiator
  • Enable tooltips in tables
  • Automatically close tasks after document signing
4. Routes and geofences
  • Build route points ignoring auto-statuses
  • Use geofence priority when multiple zones overlap
  • Do not use the first route point as the last one (disable route looping)
5. Vehicle management
  • Enable vehicle selection when replacing a vehicle in a task
6. Address classifier synchronization
  • Sync address edits in tasks with the Address classifier automatically
 

Integrations

Integrations allow PTM to exchange data with external systems.
You can:
1. Connect external services
2. Configure automatic data import and export via:
  • API
  • Email
  • Webhooks
    3. Define which events and data are sent to and received from external systems
 

Account settings

Configure system-wide settings for your account.
1. Mobile app task queue
Enable the task queue for drivers and choose whether:
  • Drivers select tasks themselves
  • Tasks are assigned automatically
2. Profile and integration settings
  • Set login and password
  • Define default system time zone and language
  • Enable ExactFarming integration and configure the token
3. “Logistician – Dispatcher” workflow
Enable the workflow chain and select permission templates for logisticians and dispatchers.
4. Mobile interface
Enable the new mobile interface and configure automatic generation of driver reports.
5. Message sending
Configure notifications sent to task initiators and drivers when needed.
6. System event notifications
Set up alerts for system issues such as:
  • Geocoding errors
  • Missing vehicles or tracks
  • Invalid time ranges
  • Geofence overlaps
  • Track gaps