In order to ensure you have the right options available to you as you’re setting up container inventory and linking/assigning assets to customer’s services and locations, you want your Container types list to be accurate. Here’s how to set up or edit a new container type for your business.
This feature is currently in an open beta. If you run into any issues or have feedback, reach out to support with the blue chat bubble in your Hauler Hero account or support@haulerhero.com.
Want to learn more? Check out our Beta Inventory documentation.
Before taking this action, you’ll need to ensure you have correctly set up your container colors (Add or Edit a Container Type Color).
How to Add a New Container Type
In the Hauler Hero office app, click the ⚙️ gear icon to open Settings.
Click Inventory in the left sidebar to expand the dropdown menu.
Select Container Types.
Click + Add container type.
Fill out the required details:
Name
Type
Methods
Associated business lines
Choose whether you’d like to select a color or enable serialization. (See "Enable Serialization for a Container Type" for more).
Click Add container type.
NOTE: When servicing a customer-owned container, you can create a “Customer owned” container type.
How to Edit a Container Type
In the Hauler Hero office app, click the ⚙️ gear icon to open Settings.
Click Inventory in the left sidebar to expand the dropdown menu.
Select Container Types.
Find the container you’d like to edit and click the vertical three dots icon to the right.
Click Edit container type.
Adjust the desired fields and click Update container type.
What Fields Can I Edit for a Container Type?
Name
Type
Open Top Box
Compactor
Front Load
Rear Load
Toter
Methods (❓Not seeing the Method you want? You may need to set up additional options in your Business lines settings, under Attributes.)
Front Load
Grapple
Hook
Hoist
Rear Load
Side Load
Associated business lines (❓Not seeing the Business line you want? You may need to set it up in Settings. Go to Business lines and then Create & Configure).
Container color
Enable or disable serialization