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Quick Start

Accounting-only setup?

This guide is for logistics and transport businesses. If your company uses eSecured ERP for accounting, invoicing, and financial reporting only — without jobs or fleet — see the Accounting Quick Start → instead.

Get up and running in under 10 minutes.

1. Log in​

Go to your company's own address — usually yourcompany.erp.co.tz — and sign in with your email and password. Your system administrator will provide these.

Only one person can be signed in per browser at a time. If someone else signs in on the same browser, the previous person is signed out of every tab in that browser.

First time?

If your company has just been provisioned, log in with the default admin credentials supplied by your administrator. Ask your administrator to reset your password from Settings → Users & Access if you need a new one — there is currently no self-service password change on your own account.

2. Navigate the dashboard​

The dashboard gives you a live snapshot of your operation, including "Today at a Glance" (Active Trips, Pending Approvals, Pending Requisitions, Open Jobs) and summary cards for Total Revenue, Approved Expenses, and Net Profit. Vehicle document expiry and other approval-queue alerts surface in the notification bell (top nav), not as a dashboard widget.

What you see depends on your role's permissions, not just your company's active modules — e.g. Total Revenue, Net Profit, and Estimated VAT Position only appear if you hold financial.view, and Vendor Portfolio Summary requires vendor.manage. A role like Driver or Marketing sees a much lighter dashboard than Tenant Admin or Accountant. See the Permissions Reference → for the full breakdown.

The navigation bar at the top shows the modules your company has enabled. If you expect to see a module (e.g. Clearing) but it is not visible, contact your administrator — it may need to be enabled for your account.

Command palette

Press Ctrl+K (Windows), ⌘K (Mac), or Alt+Q at any time to open the command palette. Type a customer name, job ID, invoice number, or section name to jump there instantly — no mouse needed. See Keyboard Shortcuts → for this and the searchable pick-lists used in forms.

3. Create your first customer​

Before creating a job, you need a customer record.

  1. Go to Customers
  2. Click New Customer
  3. Fill in the company name, TIN, phone, and contact person
  4. Click Save

4. Create a job​

  1. Go to Jobs
  2. Click + New Contract
  3. The Job ID is auto-generated — select the Contracting Customer (the one you just created) and set the Start Date
  4. Click Create Parent Job

The job is created with Open status. You can now dispatch trips against it.

5. Assign a trip​

  1. Open the job you created
  2. Click Dispatch Trip
  3. Select a truck and driver for your own fleet (a trailer is optional) — or toggle Outsourced and enter the subcontractor's vendor, truck registration, driver name, license, and passport details instead
  4. Select a route and set the trip start date
  5. Click Dispatch and Post Trip — the new trip's page opens

The driver can now see this trip in their view and begin submitting expenses against it.

Bulk import your existing data​

If you are migrating from another system, you can bulk-load your master data and opening balances instead of entering records one by one.

Go to Settings → System → Data Import to download Excel templates for Customers, Vendors, Drivers, Fleet, Routes, Chart of Accounts, Items, Fixed Assets, Customer Invoices, Quotations, Vendor Invoices, Opening Balances, and Stock Levels — plus Rooms for Hotel Management, and Leads if your tenant has Field Activity enabled. You only see the ones your modules allow.

See the Data Import guide → for the full onboarding sequence and validation rules.

Next steps​