GENERAL SETTINGS:
GENERAL SETTINGS:
Business Information
Company Name,
Company Website (this is the website that displays on your invoices. We recommend your customer portal site or the site in which your customers can pay)
Office Address
Office Phone Number
Working Hours (does not currently display)
Yards
Here you can list all yards that trucks may come from or go to
Disposal Sites
List any sites you utilize, including days, hours and materials accepted
BUSINESS LINES:
BUSINESS LINES:
Create & Configure
+ADD, Activate and or Deactivate your Business Lines
Attributes
Service
Measure
Materials
Action
Method
TAGS:
TAGS:
Tags are used as easy identifiers. Tags can be used on Accounts, Locations, Services as well as displayed on mobile app.
Common tag scenarios:
COD
Low Wires
VIP Customer
Gate Code
Blacklist / Deactivated / Suspended
Tags are filterable for reporting & invoicing
Select +ADD TAG
Select your tag color
Select text color (black or white only)
Label = this is the name of your tag
Border? These are great for tags with a light color. Helps them stand out.
Where do you want the tag to display?
Account
Location
Service
Mobile App
Set to active?
USERS:
USERS:
People: These are all employees that need access to your Hauler Hero account. Owner / System Admins / CSR / Drivers, etc.
(Please Note: Any Hauler Hero employees listed in your users, need to be left as is. This is how we can log into your account as needed and the only way to track if changes were made outside of your organization)
Roles: Before adding a user, you will first want to set up the Roles within your company. Example: Owner / System Admins / CSR / Drivers, etc. Within these roles, you can indicate the permission each role should have.
Skills: Not required. Additional identifier for your users
TRUCKS:
TRUCKS:
Enter Truck Name
Collection Method
Business Line
Select if a Commercial Driver's License is required
Select if Active or Inactive
PERMITS:
PERMITS:
Option to save any permits that may be used by or associated with your company.
ZONES:
ZONES:
Pricing Zone
Tax Zone
BILLING:
BILLING:
General:
Payment Terms (ie Net 15, Due Upon receipt, etc)
Billing Cycle - how many weeks, months or portals to be charged
Customer Billing profiles:
Name
Type: Advance or Arrears
Cycle
Payment Terms
Proration
***The Late Fees section is currently non functional
General Ledger
CUSTOMER PORTAL
CUSTOMER PORTAL
This tab is only to set the color scheme of your customer portal. Any additional changes need to be made by contacting support@haulerhero.com
