How to log in

For business owners

Criterion CRM

Your leads, jobs, quotes, invoices and Mac, all in one place. Works on your phone and your computer.

criteriondigital.com.au/login

1. Go to criteriondigital.com.au/loginOn your phone or your computer.
2. Type your email addressThe one your account was set up with. It’s the address your welcome email went to.
3. Type your password and tap Sign inYour CRM opens on the dashboard.
4. Add it to your home screeniPhone: tap the Share button, then Add to Home Screen. Android: tap the menu, then Install app or Add to Home screen. Now it opens like any other app.

Forgotten your password? Tap “Forgotten your password?” under the Sign in button. We’ll email you a link to set a new one. The link works once, for one hour.

For your team

Criterion Field

Each worker’s jobs for the day, in order, with the address, directions and the customer’s number.

criteriondigital.com.au/field

1. Open the link you were sentOr go to criteriondigital.com.au/field on your phone.
2. Sign in with the email and password you were sentThen tap Sign in.
3. See today’s jobs in orderTap a job to call or text the customer, or get directions.
4. Check other daysUse the arrows at the top of the screen.

No login yet? Ask whoever runs your jobs to send you one.

Forgotten your password? Tap “Forgotten your password?” on the sign-in screen and follow the email. Then go back to criteriondigital.com.au/field and sign in.

For new clients

Client portal

While we build your system: see where it’s up to, tick off what we need and send us photos and files.

portal.criteriondigital.com.au

1. Go to portal.criteriondigital.com.auOn your phone or your computer.
2. Type the email address you gave us
3. Type your password and tap Log in
4. No password? Use a login link insteadTap “Email me a login link”, then open that email and tap the link. Best done on the same device.

Inside the portal: Progress shows where your build is up to. Checklist is what we need from you. Files is where you send photos and logos. Updates is where you message us.

No login needed

Quotes, invoices and your set-up form

Some things come to you as a private link, by text or email. Just tap the link. There’s nothing to sign in to.

• A quoteRead it and accept it online.
• An invoiceSee what’s owed and pay by card.
• Your set-up formYour business details, in one go, from your phone.

Please don’t forward these links. The link itself is the key, so anyone who has it can open it.