Welcome to CargoSurge

CargoSurge is a full logistics ERP: freight forwarding, road freight, warehousing, finance, CRM, customs brokerage, and a customer portal — in a single tenant-scoped platform that replaces the patchwork of spreadsheets, legacy TMS, and siloed accounting packages most forwarders run today.

Overview

You're most likely here because you've just signed up (or are about to) and want to understand the shape of the platform before you start creating data. These docs are organised by module, mirroring the navigation in the app:

• Getting Started — you're reading it. Sign-up, first login, inviting your team, choosing a plan.
• Core Concepts — how tenants, branches, and organisations fit together; how roles control what people can see; how lifecycle states flow across the platform.
• Forwarding / Road / Warehousing / Finance / CRM / Customs — one section per module, with overviews and how-to guides.
• Admin & Configuration — every setting surface, from users and roles to integrations and API keys.
• Customer Portal — the self-service surface your customers log into.
• Mobile Apps — driver and warehouse apps.
• API Reference — for building integrations.
• Troubleshooting — when something isn't working the way you expect.

When to use this documentation

• You're evaluating CargoSurge and want to understand a specific capability.
• You just hit something in the app and you're not sure what it does.
• You're setting up a new tenant and want a checklist of what to configure first.
• You're building an integration and need the API reference.
• A user of yours asked a question and you need a clear answer quickly.

If you're short on time, jump straight to Your first 14 days — it's a sequenced checklist that covers the 90% of configuration you need in your first two weeks.

How the docs are organised

Every article follows the same skeleton: overview → when you'd use it → step-by-step → common pitfalls → related docs. Articles are short by design: if you need more depth on a specific topic, follow the Related links at the bottom.

On every article you'll find:

• A "Was this helpful?" widget at the bottom — we read every piece of feedback. Tell us when an article missed the mark; it's how we prioritise rewrites.
• A last-updated date under the title, so you know whether what you're reading reflects the current product.
• Search in the top bar (keyboard shortcut: /) — powered by a full-text index of every article.

What CargoSurge is not

Where to go next

• Creating your account — sign-up flow, choosing a subdomain, setting up MFA.
• Your first quotation — end-to-end walk-through of the most common first action.
• Tenants, branches, and organisations — essential reading before you invite your whole team.

Questions? Email [email protected] or open a chat.