Fleet Admin Onboarding

Getting started with Kishugu

A guided walkthrough for fleet administrators. From your first login through to your first completed checklist — in about 20 minutes.

Audience: Fleet admins (web app) Time to complete: ~20 min App URL: creatorapp.zoho.com/simplyfleet/kishugu

00Overview & key terms

Ten minutes of reading here saves an hour of clicking around later.

Kishugu is built on Zoho Creator. As the fleet admin, you own the setup: you define the organisation structure, load the vehicles and drivers, and make sure the checklist reaches the right asset.

The shape of the data

Everything in Kishugu hangs off four entities. Get these straight first and the rest of the guide will click into place.

Division
  • Division Name
  • Top-level grouping

↓ contains

Contract
  • Contract Name
  • Belongs to a Division

↓ scopes

Asset
  • KF Number
  • Registration No.
  • Make / Model
  • Division, Contract

↓ inspected by

Drivers are people who operate assets. Checklists are daily inspections performed against a specific asset.

Vocabulary cheat sheet

You’ll see…It means…
DivisionThe top level of your organisation (e.g. Fire Services, Logistics).
ContractA client engagement or cost-centre that sits under a Division.
KF NumberYour internal fleet ID for an asset. This replaces Asset Registration Number from older Kishugu versions.
Registration No.The vehicle’s plate number. (Previously labelled Fleet Number.)
AssetAny vehicle, trailer or piece of equipment you inspect.
ChecklistA pre-trip / daily inspection record attached to an asset.
Association 3 / 4Legacy grouping fields — hidden on every form. You can safely ignore them if you spot them anywhere.

01Your first login

You should have received an invitation email from Zoho Creator.

1
Open the invitation email
Subject line is typically “You’ve been invited to the Kishugu application”. Click Accept Invitation.
2
Create your Zoho account (or sign in)
Use the same email address the invitation was sent to. If you already have a Zoho login on that email, just sign in. Set a strong password and, if prompted, enable two-factor authentication.
3
Land on the Kishugu app
Once signed in you’ll be redirected to creatorapp.zoho.com/simplyfleet/kishugu. Bookmark this URL — it’s your home screen from now on.
4
Confirm your role
Top-right avatar → your name should appear, along with an Admin badge. If it says User instead, message your Kishugu contact before continuing — you won’t be able to complete setup without admin rights.
TipOn shared laptops, sign out between sessions from the avatar menu. Zoho keeps you logged in across browser restarts otherwise.
Heads upIf the invitation link has expired, don’t create a fresh account on your own — ask for a new invite instead. Self-created accounts won’t be linked to your organisation’s Kishugu app.

02App layout

Orient yourself before touching any data.

The web app has three zones:

Forms you’ll use during onboarding

FormPurposeUsed in step
Add DivisionCreate a Division (top-level grouping).§3
Add ContractCreate a Contract under a Division.§4
Add DriverRegister a person who operates assets.§5
Add AssetRegister a vehicle or piece of equipment.§6
Add ChecklistRecord a daily / pre-trip inspection.§7

The recommended order

STEP 1DivisionStructure
STEP 2ContractScope
STEP 3DriverPeople
STEP 4AssetVehicles
STEP 5ChecklistFirst trip
Why this orderEvery later record references earlier ones via lookup fields. If you try to add an Asset before its Division exists, the dropdown will be empty and you’ll have to come back. Do them in order once, and you’re done.

03Set up Divisions

Your top-level organisational buckets. Usually 2–6 of these.

Open SidebarFormsAdd Division.

Fields

FieldRequiredGuidance
Division NameRequiredShort, recognisable, singular. Fire Services, not FS Div 2025.
DescriptionOptionalOne line explaining the scope of the Division. Helpful for drivers who’ve been reassigned.

Walkthrough

  1. Click Add Division in the sidebar.
  2. Type the Division Name.
  3. Hit Submit. You’ll see a toast confirming the record was saved and the form resets.
  4. Repeat for each Division you need. All done? Click All Divisions in the sidebar to see the list.
Best practiceCreate every Division you know you’ll need before moving on. It’s much faster than flipping back later once you’re mid-Asset.

04Set up Contracts

Contracts sit underneath a Division. Think client accounts or cost centres.

Open SidebarFormsAdd Contract.

Fields

FieldRequiredGuidance
Contract NameRequiredThe client / cost-centre label. Keep it short.
DivisionRequiredDropdown populated from §3. Pick the Division this Contract belongs to.
DescriptionOptionalNotes about the engagement, validity window, etc.
Empty Division dropdown?You skipped §3. Go back and add at least one Division, then return here — the dropdown will populate.

05Add your Drivers

A Driver is a person who operates one or more assets.

Open SidebarFormsAdd Driver.

Fields

FieldRequiredGuidance
Full NameRequiredAs it appears on the driver’s licence.
DivisionRequiredWhich Division this driver sits under.
ContractOptionalSpecific Contract, if the driver is tied to one.
EmailOptionalUsed for future portal access — keep it accurate.
PhoneOptionalMobile number in international format (e.g. +27…).
Licence NumberOptionalDriver’s licence ID.
Licence ExpiryOptionalUsed by reminders — strongly recommended.
Fast entryNeed to add 20+ drivers? Ask your Kishugu contact about a bulk CSV import. The manual form works for a handful at a time but breaks flow beyond that.

06Add your Assets

Every checklist points at an asset, so this is the big one.

Open SidebarFormsAdd Asset.

Fields

FieldRequiredGuidance
KF NumberRequiredYour internal fleet identifier. Must be unique. Example: KF-00123.
Registration No.RequiredLicence plate. Province / region prefix optional but recommended for reports.
MakeRequiredManufacturer. e.g. Isuzu, Volvo.
ModelRequiredModel designation. e.g. FTR 850.
DivisionRequiredDropdown from §3.
ContractOptionalDropdown from §4, if the asset is contract-specific.
Odometer (start)OptionalReading on the date you add the asset. Future checklists measure usage from here.
VIN / ChassisOptionalRecommended — useful for insurance and warranty.
PhotoOptionalOne clear photo of the asset. Helps drivers identify the right vehicle in the mobile app.
How assets appear in dropdowns Kishugu displays assets as KF Number – Make – Model. So an Isuzu FTR 850 with KF number KF-00123 shows as KF-00123 – Isuzu – FTR 850. This is why Make and Model matter — blank values make every asset look alike in reports.
Do notPut the licence plate in KF Number, or the fleet ID in Registration No.. They are different fields; reports and checklists depend on each being what it says.

07Your first Checklist

This is the payoff — the first pre-trip inspection recorded against one of your assets.

Open SidebarFormsAdd Checklist.

Fields

FieldRequiredGuidance
Select AssetRequiredDropdown shows KF Number – Make – Model. Picking an asset auto-fills its Division and Contract.
DriverRequiredWho is performing the inspection.
Date & TimeRequiredDefaults to now. Adjust if backfilling.
OdometerRequiredCurrent reading. Must be ≥ the last recorded odometer for this asset.
Inspection itemsRequiredA set of yes/no or condition boxes (tyres, lights, fluids, etc.).
Defects / NotesOptionalFree text if any item failed. Be specific.
PhotosOptionalEspecially for any defect — photos accelerate the workshop response.
Driver SignatureRequiredCaptured on-screen. This closes the record.

Walkthrough

  1. Open Add Checklist in the sidebar.
  2. Pick the asset from the Select Asset dropdown. Watch the Division & Contract fields populate on their own.
  3. Pick the driver. Confirm the date / time is correct.
  4. Enter the current odometer.
  5. Work down the inspection items. Flag anything broken in Defects / Notes and attach a photo.
  6. Sign in the signature box.
  7. Click Submit.
You’re doneOpen All Checklists (sidebar → Reports) and your brand-new record should be at the top of the list. Congrats on finishing onboarding.

08What’s next

Once the five foundation records are in, here’s what most admins do in the following week.


09Troubleshooting

“I can’t see the Add Division form in the sidebar.”

Check your role. Non-admin users don’t see admin forms. Contact your Kishugu administrator and ask to be elevated to Admin.

“A dropdown is empty when I know I’ve added records.”

Two common causes:

“Submit gives me a red error toast.”

Scroll up — a required field is flagged in red near the top of the form. The most common miss is KF Number on Add Asset being duplicated (it must be unique).

“I entered the wrong odometer on a checklist.”

Open All Checklists, click the row, and use Edit. Edits are permitted for 24 hours after submission; after that, contact your Kishugu administrator.

Still stuck?

Email support@simplyfleet.co.za with a screenshot of the issue and your logged-in email address.