CargoSurge Certified
8 modules
Take them in any order. Each is 12 questions drawn from a bank of 45, 30 minutes, 70% to pass.
Core operations
All 5 are needed for Professional and above.
Freight Forwarding
CoreQuotes, bookings, house & master bills, consolidation, customs prefill.
Road Transport & Fleet
CoreTrips, dispatch, telematics, fuel, maintenance and approved parts.
Warehouse (WMS)
CoreInbound, outbound, waves, picking, billing runs and 3PL subscriptions.
Courier & Last-Mile
CoreMulti-carrier rating, COD, billing drafts, carrier sync and tracking.
Finance & Accounting
CoreInvoices, AP bills, journals, banking, fiscal controls and compliance.
Specialist
Count towards every level, and all 8 are needed for Master.
CRM
Leads, opportunities, customers and credit profiles.
Vendor Management
Vendors, rates, performance scoring and carrier selection.
Administration & RBAC
Roles, the permission matrix, tenant isolation and platform security.
How modules become a level
- Associate — Pass any 1 module
- Professional — Pass 5+ modules incl. all core operations
- Master — Certified Expert — Pass all 8 modules