Complete User Guide

CRM Platform, PWA Driver App & Native Driver App

Съдържание

1. Общ преглед на системата
2. CRM уеб приложение
   • Регистрация и настройка на акаунт
   • Администраторска конзола
   • Табло за управление
   • Управление на камиони
   • Управление на ремаркета
   • Транспортни поръчки
   • Продажби (CMR документи)
   • Диспечери
   • Шофьори
   • Записи за гориво
   • Разходи
   • Заявки за отпуск
   • Статистика
   • Чатове
3. PWA приложение за шофьори (DriverLink Pro)
   • Достъп до приложението
   • Вход
   • Начален екран
   • Транспортни поръчки
   • Записване на гориво
   • Записване на разходи
   • Заявки за отпуск
   • Чат / Съобщения
   • Екран на профила
4. Мобилно приложение за шофьори (Android / iOS)
   • Инсталация
   • Вход
   • Начален екран
   • Транспортни поръчки
   • Записване на гориво
   • Разходи
   • Заявки за отпуск
   • Чат съобщения
   • Профил и настройки
5. Роли и права
6. Често задавани въпроси

1. Общ преглед на системата

The platform is an end-to-end transport management suite consisting of three interconnected products:

All three products share the same backend database. Changes in the CRM are instantly visible to drivers and vice versa.

2. CRM уеб приложение

2.1 Регистрация и настройка на акаунт

Step 1 — Choose a Plan

Before registering, you must select a subscription plan.

1. Navigate to the CRM homepage.
2. Click Pricing in the navigation bar.
3. Review the available plans (Starter, Professional, Enterprise).
4. Click Get Started on your preferred plan.
5. Complete the payment process (powered by Paddle).
6. After successful payment, you will be redirected to the Owner Sign-Up form.

[!IMPORTANT] Registration requires a completed payment. Navigating directly to /signup/owner without a valid transaction ID will redirect you back to the Pricing page.

Step 2 — Create Your Owner Account

You will be redirected to the registration form after payment. Fill in:

Click Get Started. Your account and company organization will be created automatically.

Step 3 — Admin Console Setup

After registration, you are redirected to the Admin Console to complete your organization profile. See Section 2.2 for details.

Joining as a Team Member (Dispatcher / Accountant)

If you were invited by your company owner:

1. Check your email for an invitation link.
2. Click the Join Here link in the email.
3. You will be taken to the Member Sign-Up form.
4. Set your password to activate your account.
5. Log in at /login.

2.2 Администраторска конзола

Access: Only Owners can access the Admin Console at /admin-panel.

The Admin Console has four tabs:

Company Details Tab

Update your organization's information:

• Company Name — your legal business name
• Legal Address — street address
• Postal Code — ZIP / postal code
• Country — country of registration
• VAT Number — required for CMR documents (e.g., BG123456789)
• Employees Count — approximate number (e.g., 10-50)
• Truck Fleet Count — total number of trucks
• Billing Email — email for invoices (optional, defaults to owner email)

Click Save Changes after editing.

My Profile Tab

Update your personal data:

• First Name, Last Name, Phone Number
• Your Role is shown as read-only (Owner).

Team Management Tab

Invite New Members:

1. Enter the member's First Name, Last Name, Phone Number, Email, and Role.
2. Choose Role:
   • Dispatcher — can manage trucks, orders, and drivers
   • Accountant — read-only access to financial data
3. Click Send Invitation.

The member receives an email with a link to set their password.

Managing Existing Members:

Each team member card shows their name, email, role, and invitation date. You can:

• 🔑 Reset Password — sends a password reset email to the member
• 🚫 Revoke Access — removes the member and deletes their account

[!WARNING] Revoking access is permanent. The member will be immediately logged out and their account will be deleted.

Subscription Tab

View your current plan, feature limits, and usage. You can upgrade your plan directly from this tab using the integrated Paddle checkout.

2.3 Табло за управление

Navigation: Dashboard → Dashboard (the first item in the sidebar)

The Dashboard provides a real-time visual overview of your entire fleet:

The dashboard updates in real-time — any changes to trucks, trailers, or orders are reflected immediately without needing to refresh.

2.4 Управление на камиони

Navigation: Dashboard → Trucks

Adding a New Truck

1. Click + Add Truck (top-right button).

2. Fill in the required fields:

   Basic Information:

   Поле	Описание
   Plate Number	Vehicle registration plate (required)
   Driver Name	Select from registered drivers (optional)
   Status	AVAILABLE or BUSY
   Assign Trailer	Select a free trailer to link (optional)
   Assign Dispatcher	Assign a dispatcher responsible for this truck
   Brand	Truck manufacturer (e.g., Volvo, MAN, DAF)

   Maintenance Information (optional):

   Поле	Описание
   Technical Check Expiry	Annual inspection date
   Insurance Expiry	Insurance renewal date
   Tachograph Expiry	Tachograph calibration date
   Fire Extinguisher Expiry	Last fire extinguisher check
   Last Oil Change	Date and odometer reading (km)
   Front Tyre Change	Date and odometer reading (km)
   Rear Tyre Change	Date and odometer reading (km)

3. Click Save.

[!TIP] Dates expiring within 30 days are highlighted in amber. Expired dates are shown in red with a warning icon. This helps you stay compliant.

Truck Card Actions

Each truck card shows the plate number, status badge, driver name, linked trailer, and maintenance dates. The action buttons are:

Setting Up Driver App Credentials

Drivers log into the Driver App using their truck plate number as their username. You must create credentials for each truck:

1. Click the Key icon (🔑) on the truck card.
2. In the Credentials modal:
   • If no credentials exist: enter a password and click Create Credentials.
   • If credentials exist: enter a new password and click Reset Password.
3. Share the username (truck plate, shown with a copy button) and the password with your driver.

Password Requirements:

• At least 8 characters
• At least one uppercase letter
• At least one lowercase letter
• At least one number

Security Options:

• Force Password Reset — the driver must change their password on next login
• Revoke All Sessions — immediately logs the driver out from all devices
• Unlock Account — clears failed login attempts if the account is locked

Managing Repair History

1. Click the Wrench icon (🔧) on any truck card.
2. To log a new repair:
   • Enter the Repair Date, Description, and optional Cost.
   • Click Add Repair.
3. All previous repairs are listed with date, description, and cost.

2.5 Управление на ремаркета

Navigation: Dashboard → Trailers

Adding a New Trailer

1. Click + Add Trailer.
2. Fill in:
   • Plate Number (required)
   • Type — e.g., Curtainsider, Refrigerated, Flatbed
   • Brand — manufacturer
   • Documents — technical check, insurance expiry dates
3. Click Save.

Associating a Trailer with a Truck

Trailers can be linked to trucks from either the Truck management page or the Trailer management page. A trailer associated with a truck shows as BUSY and cannot be assigned to another truck until released.

2.6 Транспортни поръчки

Navigation: Dashboard → Orders

Transport Orders are the core of the CRM. Each order represents a transport job with loading and unloading stops.

Creating a New Transport Order

1. Click + New Order.

2. Fill in the order details:

   Main Details:

   Поле	Описание
   Order Reference	Unique transport order number
   Sending Company	Client company placing the order
   Freight Price	Revenue from this order (€)
   Goods Description	What is being transported
   Weight (kg)	Cargo weight

   Loading Stop (First Stop):

   • Company Name
   • Address, Postal Code, City, Country
   • Loading Date

   Unloading Stop (First Stop):

   • Company Name
   • Address, Postal Code, City, Country
   • Unloading Date

   Additional Stops: Click + Add Loading Stop or + Add Unloading Stop for multi-stop routes.

3. Click Save to create the order.

Assigning a Truck to an Order

1. Open the order from the list.
2. In the Assignment section, select the truck from the dropdown.
3. The order status automatically changes to Assigned and the truck's fleet status changes to BUSY.
4. The assigned driver will immediately see the order in their Driver App.

Order Workflow Statuses

Orders progress through the following statuses:

Портал за проследяване

Each Sell Order generates a public tracking link that you can share with your customers. The link opens a tracking portal where the customer can see the order status in real-time.

2.7 Продажби (CMR документи)

Navigation: Dashboard → Sell Orders

Sell Orders represent transport jobs subcontracted to external carriers. They link your Transport Orders to a carrier and generate a CMR document (international consignment note).

Създаване на продажба

1. Click + Add Sell Order.
2. Select Transport Orders to link (the freight you are subcontracting):
   • Search by sending company name.
   • Click orders to select/deselect them. Multiple orders can be linked.
   • Loading and unloading stops are auto-filled from the selected orders.
3. Fill in Carrier Information:

   Поле	Описание
   Carrier Company	Subcontractor company name
   Carrier Address	Company street address
   Postal Code	Carrier postal code
   Country	Carrier country
   VAT Number	Carrier VAT number
   Truck Plate	Carrier's truck plate
   Trailer Plate	Carrier's trailer plate

4. Fill in Pricing:

   Поле	Описание
   Sell Price	What you pay the carrier (€)
   Currency	EUR, USD, GBP, etc.

5. Optionally edit the auto-filled Loading Stops and Unloading Stops.
6. Click Save.

[!TIP] Carrier company information is saved for autocomplete. The next time you create a Sell Order for the same carrier, their address and VAT number will be pre-filled.

Printing a CMR Document

1. Locate the Sell Order in the list.
2. Click the Print icon (🖨️).
3. A formatted CMR document opens in a new window with your organization data pre-filled.
4. Click Print in the browser, or save as PDF.

Sharing a Tracking Link

1. Locate the Sell Order.
2. Click the Link icon (🔗).
3. The tracking URL is copied to your clipboard.
4. Share with the customer or carrier.

Sell Orders Statistics

The Sell Orders page shows a financial summary for a selected date range:

Use the From / To date pickers to filter the period.

2.8 Диспечери

Navigation: Dashboard → Dispatchers

Dispatchers are team members who coordinate drivers. They are created in two ways:

1. Automatically when you invite a team member with the "Dispatcher" role via the Admin Console.
2. Manually via the Dispatchers page (for organizational tracking without system access).

Each dispatcher entry shows their name, email, and phone number. A dispatcher can be assigned to one or more trucks from the Trucks management page.

2.9 Шофьори

Navigation: Dashboard → Drivers

The Drivers module stores information about your professional drivers.

Adding a Driver

1. Click + Add Driver.
2. Fill in:
   • First Name, Last Name (required)
   • Phone Number (optional)
   • Email (optional)
   • License Number (optional)
   • License Expiry Date (optional)
3. Click Save.

Drivers appear in the dropdown when adding or editing a truck. The assigned driver's name is shown on the truck card and in the Driver App.

[!NOTE] The Driver App login is based on the truck's credentials, not a personal driver account. A driver's name is shown for identification purposes.

2.10 Записи за гориво

Navigation: Dashboard → Fuel

The Fuel module aggregates all fuel logs submitted by drivers from their apps.

Viewing Fuel Records

The fuel table shows:

• Date of refueling
• Truck plate
• Име на шофьора
• Показание на одометъра (км)
• Количество гориво (литри)
• AdBlue amount (liters)
• Бележки

You can filter by date range and export records.

Manual Entry

Dispatchers can also add fuel records directly in the CRM for cases where the driver did not log via the app.

2.11 Разходи

Navigation: Dashboard → Expenses

The Expenses module captures driver-submitted expenses (tolls, parking, repairs, etc.).

Each record shows:

• Дата
• Driver name / Truck plate
• Сума и валута
• Notes / description

Dispatchers and accountants can view and filter all expense records.

2.12 Заявки за отпуск

Navigation: Dashboard → Leave Requests

Drivers submit leave requests from their Driver App. In the CRM, managers can:

1. View all pending, approved, and rejected leave requests.
2. See the driver name, truck, request date range, and optional notes.
3. Approve or Reject each request with one click.

The driver is notified of the status change in their app.

2.13 Статистика

Navigation: Dashboard → Statistics

The Statistics page provides business intelligence dashboards:

Use the date range filter to analyze any time period.

2.14 Чатове

Navigation: Dashboard → Chats

The Chats module enables real-time messaging between dispatchers and drivers.

• All conversations are listed with the most recent message and time.
• Click a conversation to open the chat thread.
• Type in the message box and press Enter or click Send.
• Messages are delivered instantly via real-time subscriptions.
• Dispatchers can initiate new chats with drivers or respond to incoming messages.

[!NOTE] Drivers can only chat with dispatchers from their own organization (multitenancy is enforced).

3. PWA приложение за шофьори (DriverLink Pro)

The PWA (Progressive Web App) Driver App is a browser-based mobile app that works on any smartphone without installation.

3.1 Достъп до приложението

1. Open a web browser on your phone (Chrome recommended).
2. Navigate to the Driver App URL provided by your dispatcher/manager.
3. For the best experience, add the app to your home screen:
   • Android (Chrome): Tap the 3-dot menu → "Add to Home Screen"
   • iOS (Safari): Tap the Share icon → "Add to Home Screen"

The app will prompt you to install it when you first visit.

3.2 Вход

The Driver App uses a truck-based login, not a personal account.

1. Open the Driver App.
2. Enter your Driver ID — this is your truck's plate number (provided by your dispatcher).
3. Enter your Password (provided by your dispatcher or company owner).
4. Tap Sign In.

[!IMPORTANT] Contact your dispatcher or company owner if you don't have your login credentials. They are set up on the CRM's Trucks page by the company owner.

3.3 Начален екран

After logging in, the Home Screen shows your dashboard:

Navigation Buttons:

• Orders — view your transport orders
• Messages — open your chat inbox
• Fuel Log — record a refueling
• Expenses — log an expense
• Leave — submit a leave request
• Profile — view your profile

Bottom Navigation Bar:

• 🏠 Home — return to the main screen
• 📋 Orders — jump to your order list
• 📩 Inbox — open messages (with unread badge)
• 👤 Profile — your profile

3.4 Транспортни поръчки

Viewing Orders

Tap Orders from the Home Screen or the bottom navigation. Your assigned orders are listed, showing:

• Референтен номер на поръчката
• Loading address and date
• Unloading address and date
• Current status badge

New orders are highlighted with a NEW badge.

Accepting or Rejecting an Order

When a dispatcher assigns a truck to an order:

1. You receive the order in your list.
2. Open the order by tapping it.
3. Tap Accept to accept the transport assignment.
4. Tap Reject if you cannot accept — a confirmation dialog appears.

Updating Order Status

As you progress through the delivery, update the status at each milestone:

Uploading a POD (Proof of Delivery)

After unloading, you must upload a Proof of Delivery document:

1. Open the completed order.
2. Tap Upload POD.
3. Select a photo (JPG/PNG) or PDF from your device.
   • Maximum file size: 10 MB
   • Allowed formats: JPG, PNG, PDF
4. The file uploads automatically. The order is marked as "POD Received" in the CRM.

Viewing Order Details

Each order detail screen shows:

• Loading stops with company name, address, and date
• Unloading stops with company name, address, and date
• Goods description and weight
• Loading reference number
• GPS map links for each stop

3.5 Записване на гориво

Tap Fuel Log from the Home Screen.

Fill in the fuel record form:

Tap Submit to save the record. It will appear in the CRM's Fuel module.

3.6 Записване на разходи

Tap Expenses from the Home Screen.

Fill in the expense form:

Tap Submit to save. The expense appears in the CRM's Expenses module for review by your dispatcher or accountant.

3.7 Заявки за отпуск

Tap Leave from the Home Screen.

Submitting a Leave Request

1. Select your Start Date and End Date.
2. Add optional Notes (reason for leave, special circumstances, etc.).
3. Натиснете Подаване на заявка.

The request is sent to the CRM with status Pending. Your dispatcher will approve or reject it.

Viewing Your Leave Requests

Below the form, all your previous requests are listed with their status:

• 🟡 Pending — awaiting manager decision
• ✅ Approved — leave granted
• ❌ Rejected — leave denied

3.8 Чат / Съобщения

Access from the Inbox button in the bottom navigation or Messages on the Home Screen.

Reading Messages

Your conversations are listed with the dispatcher's name and the most recent message. Tap a conversation to open and read the full thread.

Starting a New Conversation

1. Tap the New Chat button (+ icon).
2. Select a dispatcher from the list of available dispatchers in your organization.
3. They are shown with their name and role.
4. Tap their name to start chatting.

Sending Messages

• Type in the text box at the bottom of the chat.
• Tap Send (or press Enter on a keyboard).
• Messages are delivered in real-time.

[!NOTE] Push notifications for new messages are enabled if you grant notification permission when prompted.

3.9 Екран на профила

Access via the bottom navigation 👤 Profile tab.

Shows your driver information:

• Име на шофьора
• Регистрационен номер на камиона
• Trailer plate number (if linked)

Sign Out: Tap the Sign Out button to log out and clear your session from the device.

4. Мобилно приложение за шофьори (Android / iOS)

The Native Driver App provides the same features as the PWA but as an installable application with full push notification support and a native mobile experience.

4.1 Инсталация

Android

1. Your company administrator will provide an APK file or a link to the app store listing.
2. If installing from an APK:
   • Enable "Install from unknown sources" in your Android security settings.
   • Tap the downloaded APK to install.
3. Open the app after installation.

iOS

1. The app is distributed via Apple TestFlight or the App Store.
2. Follow the link provided by your administrator.
3. Install via TestFlight or the App Store.

Push Notifications

On first launch, the app will ask permission to send push notifications. Grant permission to receive alerts for:

• New transport orders assigned to your truck
• New chat messages from dispatchers

4.2 Вход

The login screen is identical to the PWA app:

1. Enter your Driver ID (your truck plate number, in uppercase).
2. Enter your Password.
3. Tap Sign In.

If your account is locked after multiple failed attempts, contact your dispatcher to unlock it from the CRM.

4.3 Начален екран

The home screen shows quick-access tiles:

A summary shows your truck plate and any trailer linked. Badges show unread messages and pending leave requests.

Bottom Tab Navigation:

• 🏠 Home — Main screen
• 📋 Orders — Order list
• ⛽ Fuel — Fuel log
• 💰 Expenses — Expense log
• 👤 Profile — Profile

4.4 Транспортни поръчки

Navigate to Orders from the home screen or bottom tab.

Order List

Orders are sorted by date, newest first. Each card shows:

• Order reference
• Loading company and date
• Unloading company and date
• Status badge (color-coded)

Order Detail

Tap an order to open the full detail screen:

• Loading stops — all pickup locations with address, company, and date
• Unloading stops — all delivery locations with address, company, and date
• Goods info — description and weight
• Status progression — tap to update your status

Поток за актуализиране на статуса

Качване на POD

След доставка, качете доказателство за доставка:

1. Натиснете Качване на POD в детайлите на поръчката.
2. Изберете от камера или галерия.
3. Снимката се качва автоматично. Приети формати: JPG, PNG, PDF (максимум 10 MB).

4.5 Записване на гориво

Навигирайте до Гориво от началния екран.

Формулярът за гориво има същите полета като PWA версията:

• Дата на зареждане
• Показание на одометъра (км)
• Количество гориво (литри)
• Количество AdBlue (литри, по избор)
• Бележки

Всички подадени записи са видими за вашия диспечер в CRM.

Списък с история под формуляра показва вашите последни записи за гориво за текущия камион.

4.6 Разходи

Навигирайте до Разходи от началния екран.

Записвайте всички разходи, направени по време на транспорт:

• Дата
• Сума и валута
• Бележки/описание

Предишни разходи са изброени под формуляра.

4.7 Заявки за отпуск

Навигирайте до Отпуск от началния екран.

1. Изберете начална и крайна дата с помощта на календара.
2. Добавете бележки (по избор).
3. Натиснете Подаване на заявка.

Вашите чакащи, одобрени и отхвърлени заявки се показват по-долу.

4.8 Чат съобщения

Навигирайте до Чат от началния екран или лентата с раздели.

Списък с разговори

Всичките ви разговори с диспечери са изброени. Натиснете разговор, за да го отворите.

Нов разговор

Натиснете бутона + (създаване), за да започнете нов разговор:

1. Появява се списък с диспечери във вашата организация.
2. Натиснете името на диспечер, за да отворите нова чат нишка.

Съобщения

• Въвеждайте и изпращайте съобщения в чат нишката.
• Доставка в реално време и статус на прочитане.
• Push известия за нови съобщения, когато приложението е на заден план.

4.9 Профил и настройки

Достъп: Натиснете раздел Профил в долната навигация.

Показва:

• Вашето име (име на шофьора)
• Регистрационен номер на камиона
• Свързан номер на ремарке (ако има)
• Версия на приложението

Език: Променете езика на приложението от екрана за профил. Приложението поддържа 24 езика.

Изход: Натиснете Изход, за да излезете и изчистите сесията си.

5. Роли и права

6. Често задавани въпроси

В: Шофьор не може да влезе в приложението за шофьори. Какво трябва да проверя?

О: Уверете се, че идентификационните данни са създадени за камиона в CRM (страница Камиони → Икона с ключ). Ако акаунтът е заключен, натиснете иконата с ключ и отключете акаунта. Проверете дали шофьорът използва регистрационния номер на камиона като потребителско име (главни букви).

В: Шофьорът е приел поръчка, но тя не се показва като „Назначена" в CRM.

О: „Приета" в приложението за шофьори означава, че шофьорът е потвърдил, че ще извърши транспорта. CRM показва „Назначена", когато камион е свързан с поръчка. Това са отделни състояния, които работят заедно.

В: Как да споделя линк за проследяване с клиент?

О: Отидете на Продажби, намерете съответната поръчка и натиснете иконата за линк (🔗). URL адресът се копира в клипборда ви. Споделете го чрез имейл, WhatsApp и т.н.

В: Може ли шофьор да вижда всички поръчки в системата?

О: Не. Шофьорите могат да виждат само поръчки, които са назначени на техния конкретен камион. Всеки шофьор вижда само собствената си натовареност.

В: Как да преместя шофьор на друг камион?

О: Редактирайте стария камион и задайте полето за Име на шофьора като празно. След това редактирайте новия камион и назначете името на шофьора. Също актуализирайте идентификационните данни на шофьора на новия камион (потребителското име се променя на новия регистрационен номер).

В: Статистиката на моите продажби показва нулев приход. Защо?

О: Приходът в Продажбите се изчислява от Цената на превоза на свързаните Транспортни поръчки. Уверете се, че транспортните поръчки, свързани с продажбата, имат въведена цена на превоза. Ако не сте свързали транспортни поръчки (само ръчно въвеждане), приходът ще бъде нула.

В: Акаунтът на шофьор е заключен. Как да го отключа?

О: Отидете на Камиони → натиснете иконата с ключ 🔑 на камиона на шофьора → натиснете Отключване на акаунт в модалния прозорец за идентификационни данни.

В: Как работи порталът за проследяване за клиенти?

О: Когато създадете Продажба, системата генерира уникален токен за проследяване. Клиентите, които посетят URL адреса за проследяване, виждат текущия статус на тяхната поръчка в реално време, без да е необходимо да влизат в системата.

В: Може ли приложението за шофьори да се използва офлайн?

О: PWA приложението работи като Progressive Web App и може да бъде добавено към началния екран, но изисква интернет връзка за синхронизиране на данни. Мобилното приложение също изисква свързаност за данни в реално време. Основното зареждане на приложението може да работи офлайн благодарение на кеширането.

Последна актуализация: Февруари 2026