Getting Started5 min readUpdated 2026-04-30

Create an account, branch, and cost centre

Set up the customer structure that vehicles, drivers, reports, and settings use.

Account adminsaccountbranchcost centresetup

Start in Settings

If you have access to more than one account, choose the account you are configuring first. Customer users usually land on their own account automatically.

Create suppliers, branches, and cost centres before adding lots of operational records so data quality starts clean.

When to use branches and cost centres

Use branches for operating bases, regions, depots, or teams.

Use cost centres when finance, reporting, or recharge work needs a consistent grouping.

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