Welcome! This Enterprise Quick Start Guide will lead you through the initial setup and basic functionality, ensuring a smooth start. Be sure to keep this Quick Start Guide as a helpful resource for any questions you may have later.

Admin Onboarding Checklist

To get you using your CXT Software quickly, the following tasks need to be completed. This process is essential for getting started. Each task has accompanying instructions to guide you through the steps and help you become more familiar with the platform.

 

To get the most out of each section, we suggest you:

 

  1. Review the objectives outlined in each section.
  2. Watch the instructional video.
  3. Apply what you’ve learned directly in your CXT Software instance.

 

The knowledge base guides are there to help you along the way if you get stuck or need a refresher.

1 quick start

Get Started with the Cloud Client

Welcome to your CXT Software journey! Let’s begin by getting you set up with the Cloud Client. We’ll walk you through the installation and login process.

Learn the On Demand Workflow

Ready to dive in? We’ll show you how to create, dispatch, and complete orders using our example customer and order types. Plus, you’ll learn how to customize your dispatch board.

Learn the Driver App Workflow 🚚

Let’s explore the Driver App! We’ll guide you through the app’s workflow so you can see how it fits into your daily operations.

Review Order Types

Understanding order types – and how they define your on demand service levels and timing – is key. We’ll help you create, view, and modify orders to suit your business needs.

5 quick start

Understand Rate Charts

Rate charts are crucial for your pricing strategy. We’ll guide you on how to create, view, or modify them as needed.

Understand Customer Records 📝

Keeping your customer records up to date is essential. Learn how to review and update these records efficiently.

7 quick start

Human Resource Records/Drivers

Managing driver information is important for smooth operations. We’ll show you how to update HR and driver records.

Learn the Routed Workflow

Welcome to the Enterprise features of your logistics software! Here, we’ll introduce you to the Routed Visual Dispatch Board in the modern Operations App, as well as take a look at the routed dispatching options in the Classic Operations App.

9 quick start

Set Up Routes

Ready to get started with routes? In this section, we’ll go over creating route shells, setting up customer contracts, and creating contract stops.

10 quick start

Explore Route Planning 📋

Now that your routes and contracts are ready, let’s dive into planning your routes in the Operations App.

Understand Route Posting ✅

Manual posting or auto posting? The choices is yours! Let’s take a look at posting your routes.

CXT Software 12 pin

Set Up Customer Notifications ✉️

Effective communication with your customers starts here. Let’s set up and format your customer notifications.

CXT Software 13 pin

Set Up Invoices 📋

Creating invoices is a breeze! We’ll help you create batches, preview formats, add logos, and export invoices.

CXT Software 14 pin

Explore Settlements

Settlements are vital for financial tracking. Learn how to create and export settlements from the Operations App, and view them in the Driver’s section of the Client Portal.

Congrats - Your Checklist is Complete! 🎉

Your onboarding specialist will be in touch. In the meantime, explore our virtual learning courses to familiarize yourself with more of the great customizable features available in our product suite.

Let's Chat! 📞

Let's Chat! 📞

Leave us your details and we'll be in touch soon.

Submission received!

Submission received!

Thank you for opting in.

Ready to Get Started? 🚀

Let's Meet! 🤝

Explore the power of our solutions for your logistics needs! Schedule a chat at your convenience, and let’s elevate your operations.

Let's meet! Request a
guided demo.

Let's meet! Request a
guided demo.