Who is this article for?
This article is for companies looking to create and setup a roll-off customer. The process is simply a chain of a handful of smaller steps:
If not yet created for your business:
Create a roll-off business line
Create a roll-off customer billing profile
Create one or more services for your roll-off business line
Create a customer with your roll-off customer billing profile
Configure the customer’s location and roll-off service
Schedule their service onto a route
Invoice your customer when its time to bill
Before we start
Before we start, you’ll need to have setup a business line, customer billing profile, and however many types of services you need for your roll-off operations.
How do I create a business line?
Go to Settings > Business Lines > Create & Configure > Add.
Set Type to “Roll-Off,” name your business line, and select what attributes apply to it (what service pricing, service intervals, container sizes, materials, actions, and hauling methods would be used).
If you need to create additional attributes, you can do so under Business Lines > Attributes.
Click Save at the bottom right corner of this section to create your roll-off business line.
How do I create a customer billing profile?
Go to Settings > Billing > Customer Billing Profiles > Add.
In most cases, roll-off customers are billed through arrears, thus in our example below, we’ve set “Type” to “Arrears."
That said, select the billing cycle your roll-off customers use and when their payment date is. If applicable, you can adjust billing settings with respect to suspension and rental fee rules under Advanced.
Click Save to create your billing profile.
How do I create a roll-off service?
Go to Pricing > Services and click the + icon in the top right to create a service type.
Select your roll-off business line.
And select a service recurrence.
Roll-off customers are often On Request services, but occasionally you may want to setup a Recurring roll-off.
Hit Continue and in the screen that follows, fill out your service’s details.
Of particular note is to set Pricing Period to “Instance” so that you can bill your roll-off customers properly.
Note that “Value” is the default price of this service. When scheduling a service for a customer, you’ll be able to manually override their actual cost as you see fit.
Click Create Service to create your service type.
How do I create my roll-off customer?
Assuming you have your roll-off business line, billing profile(s), and your roll-off service(s) setup, all you have to do is hit the blue Create New Customer button at the top right and fill out the form that follows.
Of particular note, make sure you set your customer’s profile to the appropriate billing profile you use for roll-off customers.
How do I setup my new customer with a roll-off service?
Go to your customers Customer Profile page > Services and click the + icon at the Services section.
Search for On Request services (or Recurring, if you’re creating a recurring roll-off), select your roll-off service, schedule its first work order date, and if needed, unlock the price field to manually override the service’s default price.
When you’re happy with your input, click Publish.
Route the service (On Request roll-offs)
If your roll-off service is an On Request service, it will need to be assigned a route, else your drivers won’t know they need to visit your customer to handle their roll-off needs!
Mark when it’s ready to bill (On Request roll-offs)
If your roll-off service is an On Request service, remember to mark your service’s work order as Ready for Invoice when it’s good-to-go for billing!
Recurring roll-off services don’t need to do this step.
Check out Manual Invoicing for a walkthrough on billing for one time services like non-recurring roll-offs.
Feedback? Questions?
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