Documentation
Everything you need to run the CargoSurge platform — from your first quote to deep API references. Pick a section or search for a specific topic.
Getting Started
Sign up, set up your tenant, invite your team.
8 articles
Core Concepts
How the platform is structured. Read this first.
4 articles
Forwarding
Quotations, bookings, consolidations, customs.
18 articles
Documents & PDF Designer
Design and generate every document the platform emits.
14 articles
Road Freight
Trips, drivers, dispatch, mobile app.
9 articles
Warehousing
Inbound, outbound, stock, WMS integrations.
9 articles
Finance
Invoices, reconciliation, Zoho / QuickBooks sync.
15 articles
CRM & Sales
Leads, opportunities, customers, automation.
7 articles
Vendors & Compliance
Rate cards, carriers, sanctions, blacklist.
6 articles
Tracking
Public tracking and reference numbers.
3 articles
Admin & Configuration
Users, roles, settings, integrations, security.
6 articles
Customer Portal
Giving your customers self-service access.
5 articles
Mobile Apps
Driver and warehouse apps.
4 articles
API Reference
Authentication, endpoints, webhooks.
2 articles
Integrations Cookbook
Stripe, Zoho, QuickBooks, Shopify, WooCommerce.
2 articles
Troubleshooting
Common errors and how to resolve them.
5 articles
Security & Compliance
GDPR, data residency, audit, incident response.
4 articles
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