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.

Table of Contents

• 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
    • Contacts REST API
    • Customer REST API
    • Job REST API
    • Job for driver REST API
    • Helper REST API
    • Address REST API
    • Custom Fields REST API
    • Notes REST API
    • Sample code
      • Sample PHP Code
• Releases
  • Web Release 18 - 16th March 2015
  • Web Release 20 - 30th August 2015
• Reminders

Overview

Business relationship model