Configured Service Display
ADD NEW SERVICE:
DEACTIVATED SERVICES:
If you hide deactivated services, the system remembers the preference. They won't show again until show deactivated is selected. This is based on individual logins.
VIEW SERVICE DETAILS:
Select the EYE 👁️ to view the service details
EDIT SERVICE DETAILS:
Select Adjust Service in the upper right hand corner of the service details page
CONFIGURED SERVICES LIST VIEW:
Date range of current week displayed at the top
Date range can be adjusted. Click on the calendar icon and select a new range.
Method Icon (if saved in Pricing)
Day of week displayed in bold with the assigned route initial.
U indicates unassigned to a route
How do I manage drafts and schedule services in Configured Services?
Configured Services in Hauler Hero allows users to set up and manage services efficiently. This guide explains how to create and manage drafts, choose between scheduling a service day or creating a draft, and troubleshoot common issues.
From the customer's account page, navigate to the Services section.
Click the plus (+) icon on the far right of the Services header to add a new configured service.
On the 'New Service' page, use the filters on the left or the search bar at the top to locate the service you want to add. You can switch between Recurring and On request services using the tabs.
Click on the desired service from the list to select it. Once selected, a summary of the service will appear at the bottom of the page. Here you can adjust the Quantity, service location, tags, and confirm the Service start date.
Choose one of the two options to proceed:
Differences Between 'Schedule Service Day' and 'Create Draft'
When setting up a new service, you have two options:
Schedule Service Day: Select this option if you want the service to start routing and generating work orders immediately.
Create Draft: Choose this option to keep the service in a draft state. This prevents it from generating work orders until you are ready to publish it.
Schedule service day: Click this to immediately schedule and route the service. This will take you directly to the routing map.
Create draft: Click this to save the service without creating work orders. This is useful if you need to configure more advanced details before finalizing.
If you created a draft, you can make further edits. Click the pencil icon next to Service details to modify recurrence, dates, materials, actions, and more.
When all details are configured, click the Publish button at the top of the page. This action finalizes the service and generates all associated work orders.
The system will default applying filters that match the selected service (Measure, Action & Business line). This will match up to routed stops matching the service, however you can remove those filters as needed to open up more options for routing. The radius can be adjusted as needed.
Use the map view to find the best service day to schedule your customer/service. The map displays existing services in the area, color-coded by the day of the week, helping you maintain route density. You can switch between WEEK DAY and ROUTE views for more detail.
On the right-hand panel, under On these days, select the checkbox for the desired day(s) of the week for the new service.
View the upcoming service days on the calendar view (Events preview will generate a view for the next 90 days)
Select Publish & route, to route your service
This will bring you to the Map & Routing page.
The first work order of the new service to be routed will be displayed on the left hand side. Select to route based on Nearest Stop or By Route.
Select from the drop down of either the nearest stop or the exact route name, select Sequence & Route.
In the Routing page update the sequence stop if needed and select Save Permanent to route all work orders for that service or select save partial to only route the individual work order leaving the future work orders for that service unrouted.
Save a Service as a Draft
Creating a draft allows you to prepare and configure a service's details without making it active or scheduling it immediately. This is useful for setting up services in advance or when waiting for final confirmation from a customer.
From the customer's account page, navigate to the Services section.
Click the plus (+) icon on the far right of the Services header to add a new configured service.
From the service selection screen, choose the service you want to add. You can use the filters on the left or the search bar at the top.
The selected service will appear in a summary section at the bottom of the screen.
Select Create Draft
The service is now saved as a draft. You will see a notification banner at the top confirming its draft status. From here, you can configure the Service details, such as recurrence, start/end dates, and containers.
Once you have finished editing, you can either click Save to keep it as a draft or click Save & publish to make the service active.
If you save the service as a draft, you can find it later by using the Deactivated filter on the customer's Services tab. Draft services will appear grayed out. To manage drafts, locate them under the appropriate label or section in the Configured Services interface.
Active, Deactivated & Draft
Active Services will be displayed at the top of the service list in white
Deactivated Services are colored Orange
Draft Services are Gray
Hide Deactivated & Draft Services
If you hide deactivated services, the system remembers the preference. They won't show again until show deactivated is selected. This is based on individual logins.
How to Publish a Draft Service
Publishing a service makes it active, generates work orders, and prepares it for routing. You will need to have an existing draft service saved on a customer's account.
Select the eye icon to view the service details
On the service details page, review the information. To make changes, click the pencil icon next to Service details, make your edits, and click Save.
When you are ready to activate the service, click the Publish button located in the banner at the top right of the page.
The service is now active. You can see the scheduled work orders in the Events calendar and the service is no longer marked as a draft.
How to Deactivate or Cancel a Service
Deactivating a service allows you to set a specific end date, which stops the generation of future work orders and billing for that service after the selected date.
Click the View service details (eyeball) icon on the right side of the service's row.
On the service details page, click the Edit (pencil) icon located in the top left of the Service details panel.
In the edit view, click the Deactivate toggle to switch it on. An End date field will appear.
Click the End date field and use the calendar to select the final day for the service.
Scroll down and click the Save button to confirm the deactivation.
You can adjust the schedule for both new and existing services to accommodate custom frequencies, such as twice a month on specific days or dates.
First, navigate to the service you want to edit.
For a new service, go to the customer's profile, click the + icon in the Services section, select a service, and click Create Draft.
For an existing service, find the service on the customer's profile and click the view icon (eyeball).
Select Adjust Service in the upper right hand corner of the service details page
In the editing panel, find the recurrence settings and click the edit icon.
In the Edit service event frequency window, set the desired Recurrence (e.g., 2x) and Service Interval (e.g., Monthly).
Choose how you want to schedule the occurrences:
Day of week: Select the occurrence (e.g., First, Third) and the day of the week (e.g., Tuesday).
Specific date: Enter the specific day of the month for each service (e.g., 3 and 20).
Review the Events preview calendar to confirm the new dates are correct.
Click the Update button to apply the new recurrence settings.
Manually adjust the Price in the service details if the new frequency changes the monthly cost.
Click Save & publish to finalize the new service or Save to update an existing one.
Tips
Changing the service recurrence does not automatically update the price. Always review and adjust the price manually before saving to ensure correct billing.
At this time the system does not support a service scheduled multiple times on the same day. Coming soon!
The configured service price can be adjusted during the service creation process or after the service is saved
When selecting your new service, in the lower section of the service details and confirmation, you can adjust the service price. Select the lock icon 🔒 to unlock, enter the new price and then proceed with creating draft or scheduling service day.
To update the price of a saved configured service
Select the EYE icon to view the service details.
Select ADJUST SERVICE
Adjust the price and Save
If you cannot select the lock to unlock, please contact your System Admin to review your user permission. Hauler Hero Support cannot provide access to features that your Admin has set.
How to Set Up Action-Based Pricing for On-Request Services
This guide explains how to set up action-based pricing for on-request services. This feature allows you to create a single service, such as a roll-off, and charge different prices for each action associated with it, like delivery, swaps, and final removal. To begin, you will need to have a generic service already created in your pricing list.
Navigate to a customer's account and locate the Services section.
Click the plus icon (+) to add a new service.
In the New Service window, select the generic on-request service you want to add. For this example, we select the 30YD Roll Off service.
Click Publish now to add the service to the customer's account.
You will be directed to the service detail page. Locate the Action-based pricing section and click the plus icon (+) to add a priced action.
From the Action dropdown menu, select the first action, such as Delivery.
Enter the price for this action in the Price field. In this example, the delivery fee is $0.00.
Click the plus icon (+) again to add more priced actions. Add a Dump & Return action with a price of $325.00.
Add a third action for the Final pickup with a price of $175.00.
Click Save to confirm the priced actions.
In the Events calendar, schedule the work orders for each action. Click on a date, click + Event, select the appropriate action from the dropdown (e.g., Delivery), and click Save.
Repeat this process to schedule all necessary actions for the service, such as the Dump & Return and Final.
After scheduling, navigate back to the customer's main Services tab. You will see individual work orders for each scheduled action, displaying the corresponding price you set.
To bill the customer, go to the Billing tab and click Create invoice. The invoice preview will list each action as a separate line item with its unique price, ready for billing.
The Containers View
After navigating to the Map & routing tab, select the Containers button to access the main management view. This interface is split between an interactive map on the right and a corresponding list of containers on the left. You can manage containers either individually or in bulk.
Adjusting Location: To change a container's position, simply click and drag its pin on the map to the desired location. The latitude and longitude values in the list will update automatically.
Editing Container ID: Click directly on a container's name in the Container ID column to rename it. The label on the map pin will update in real-time to reflect the change.
Deleting a Container: Click the trash icon at the end of a container's row to mark it for deletion.
Bulk Container Management
This view also supports actions on multiple containers simultaneously, which is useful for services with many assets.
Adding Containers: Use the + Add button to create new containers for the service. They will appear highlighted in the list, indicating they are new and unsaved.
Deleting Multiple Containers: Select the checkboxes next to the containers you wish to remove, then click the Delete button that appears above the list. The selected rows will be highlighted to show they are pending deletion.
Saving Changes: All modifications, including new placements, name changes, additions, and deletions, must be confirmed by clicking the Save button in the top-right corner.
Map Overlays
The Map Overlays panel on the left allows you to visualize additional logistical data on top of your container locations, providing valuable context for planning and operations.
Show routing: Toggle this on and select a route from the dropdown menu to see all of its stops displayed as numbered pins on the map.
Show driver path: This option lets you select a driver and a date to overlay their recorded GPS path for that day.
Tips for Using This Section
Always remember to click the Save button to apply your changes. Additions, deletions, and position adjustments are not finalized until you save.
Managing Containers
Once in the container view, you can perform several actions. All changes must be saved before they take effect.
To move a container: Click and drag any container pin on the map to its new location. The latitude and longitude will update automatically in the list on the left.
To delete containers: Check the box next to one or more containers in the list. A Delete button will appear at the top of the list. Click it to mark them for deletion. Alternatively, click the individual trash can icon next to a container.
To add new containers: Click the + Add button. New containers will be added to the list and placed on the map.
To rename a container: Click inside the text field under the Container ID column and type the new name. The label on the map pin will update in real-time.
From the customer's service list, click the service you want to manage to open the Configured Service page. [👁️ icon to the right of the service name in the customer's profile]
Navigate to the Map & routing tab.
Click the Containers button to switch to the container management view. You will see a map with container icons and a corresponding list of containers on the left.
Add Containers
Click the + Add button. A new container will appear in the list and on the map.
To set a precise location, drag the new container's icon on the map. The latitude and longitude fields will update automatically.
Click the Save button in the top-right corner to confirm the additions.
Rename a Container
In the containers list, click into the name field of the container you want to edit.
Type the new name and press Enter. The name on the map pin will update to match.
Click Save to apply the change.
Delete Containers
To remove containers, you have two options:
Single Deletion: Click the trash can icon next to the container in the list.
Bulk Deletion: Select the checkboxes next to the containers you want to remove. A Delete (x) containers button will appear at the top of the list. Click it.
The selected containers will be highlighted in red, marking them for deletion.
Click Save to permanently remove the containers.
1. Open a published service & select the Fees & Taxes button
2. Scroll to the Disposal Fees section.
3. Add materials (e.g., Tires, Tonnage).
4. Add disposal ticket information through the Work Order
Where to find Activity History
Open Configured Services.
Find the configured service you want to review.
Click on the 👁️ to the right of the configured service
Select the history icon (to the right of the service).
What you’ll see (Who + When)
Activity History is specific to the selected service and displays entries in descending order (newest first).
The collapsed view includes:
User name and their login email
Date & time of the update
Expand an entry to see “What changed”
Each activity entry can be expanded to view the exact action taken for that configured service.
Note: Activity History shows actions for the service but does not include routing changes.
Export Activity History
You can export the Activity History for each configured service.
Search within Activity History (for large histories)
For services with a long history, use the search field to find a specific action quickly.
