Online documentation

Welcome to the Crittah online user guide. This guide will assist you in using the Crittah LCMS (Logistics Customer Management System). The table of contents below can be used to go straight to the information you are after. Alternatively you can used the search box in the top right hand part of the screen to search for what you are after.

Getting Started
Item Relationships
Sites and how they work
Mobile Device Help
- iPad Help Guide
- Mobile push alerts
Creating a Contact
Creating a Customer
Creating a Driver
Creating a Vehicle
Creating a Job
Creating a Shift
Creating a Route
Sending emails for a job
Sending SMS Message for a job
Searching
Workflow
Dashboard Widgets
Notes
Reporting
- Customer summary report
- Dashboard Reports
  - Job Sales
  - Leads Dashboard
- Company summary report
- General Reporting
Creating a Region
Operations & Planning
- Driver tracking
Cusomer Portal
- Driver tracking and job information for customers
Administration
- Creating a User
- User Permissions
- Admin - Welcome
- Email logging and tracking
- Job Settings
- Job blockout time
- Email
- Mail Templates
- SMS Messages and Templates
- Email events
- SMS events
- Document Templates
- Web hook events
- Quick Addresses
- Payment settings
  - Configuring Crittah for eWay
- Payment Processing
- Customer job confirmations
Integration
- HubSpot Integration
- Xero Integration
- GlobalBake Integration
- Crittah API V2
Releases
- Web Release 18 - 16th March 2015
- Web Release 20 - 30th August 2015
Reminders

Overview

Business relationship model

Online documentation

Table of Contents

Overview

Business relationship model

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