In this guide, we will walk you through the initial setup and essential operations to get you up and running quickly in the Professional Subscription of CXT Software. Save this Quick Start Guide as a helpful reference for future use.
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:
- Review the objectives outlined in each section.
- Watch the instructional video.
- 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.
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.
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.
Human Resource Records/Drivers
Managing driver information is important for smooth operations. We’ll show you how to update HR and driver records.
Set Up Customer Notifications ✉️
Effective communication with your customers starts here. Let’s set up and format your customer notifications.
Set Up Invoices 📋
Creating invoices is a breeze! We’ll help you create batches, preview formats, add logos, and export invoices.
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.