00:02 This video will walk you through setting up a roll-off customer. Please note that these are basic instructions and suggested instructions. 00:16 Instructions might not be specific to your business's model, and if that's the case, we do recommend contacting an admin or a business owner specific to your business for instructions if they do not align with your business. These suggestions. 00:36 Before we can set up a roll-off customer, we'll first need to make sure that a few things are set up within the settings part, and then we'll move on to pricing. 00:51 So the first thing we'll do is we'll set up a roll-off customer, and then we'll move on to pricing. Next thing we're going to do is come into our settings, that's the gear up here in the upper right hand corner, and we're actually going to go here to our business lines, and create and configure. 01:05 Now for this demo, I already happen to have a roll-off line here. But if you do not this is where we do recommend starting your own roll-off line, and that is so that you can specifically set service periods, service intervals, specific measurements and materials, all of that can be configured to this 01:24 . So to get started, you'll just select your add button here in the corner. You can even change the icon here. 01:34 So this is residential, we have our commercial, and we have our roll-off icon. You can. Name it. And I'm just gonna call this one training since we already have one existing. 01:48 We can select our pricing periods, our service intervals, our measurements, materials, actions, and methods. Make sure to select the ones that are appropriate to this business line. 02:01 And you'll want to save. Fantastic. Now that did overwrite it since we did already have an existing one, but again we want to make sure that those that are specific are matching to your role offline. 02:17 Now, of course, if you need to create any of these attributes you can just come up here to the tab just above it and here is where you can create your pricing periods, service interviews, principles, measures, materials, actions, and methods. 02:37 So that is the first step in creating your roll off customer. The second is that you're going to want to make sure that you have your billing profile set up specific for a roll off customer. 02:52 In most cases these are arrears customers. Of course you can charge them in advance if you know what they're going to be utilizing your service, but I would absolutely recommend for roll off you create in arrears profile. 03:09 So from our customer billing profiles, now if we take a look at this one that we have already created in our account, this is a commercial arrears and this could very well be used for roll off arrears. 03:23 But again, for the training purposes here, we'll go ahead and select our add button and we will call this our roll off arrears customers. 03:37 Make sure that we do select it being in arrears. We can say that this is, you know, monthly, quarterly, whatever is particular to the site. 03:49 Cycle for that customer, if it's due upon receipt or has a net, and go ahead and save. 04:01 The next thing you want to do is set up your specific pricing to your roll-off accounts. If these already exist, fantastic. 04:11 If not, you'll want to go ahead and set them up by going to your pricing tab. And selecting new service. 04:19 Since we've created the business line, we have the roll-off training here, and almost all instances for your roll-off line are going to be on request. 04:32 So first thing we'll do is name the service. So for this one I'm going to call it a 30 yard delivery. 04:40 We can even select specific actions if we want here, so we're going to select that it's a delivery. We can select a method if we, you know, if we have one that's specific, in this case it doesn't matter, but it is entirely up to you. 04:57 Since we do have a measure already created, we'll go ahead and select 30 yard. It's going to be instance, that is because we do not currently have a recurring delivery option. 05:12 So if you set it to recurring, it wouldn't charge every time. We need to set it up on an instance for this specific site. 05:20 You can leave the value as zero if it changes by the customer or if it is a flat fee across the board. 05:31 Every 30 yard delivery is the same price. You can go ahead and give it a price. So for this, I'm going to select or set it as $150. 05:41 We'll just confirm this information and fantastic. And then we do have a dump and return already saved here. So you know, that is probably one of the most common options for our on request services. 06:00 Next, we'll go ahead and set up your customer. 06:05 And now it's time to set up our customer. So we'll go ahead and start with a new customer here. We'll say the plaza in Las Vegas is called. 06:17 They need some service. So we'll say Bill Smith is our contact. I'm going to leave that blank for right now. 06:26 Not really necessary for this training. And go ahead and again, I'm going to use commercial arrears, but definitely use the billing profile that you have specific for your roll-off customers. 06:53 Perfect. So we have one North Main Street in Las Vegas and just gonna double check here. At least that's according to Google. 07:05 Yeah, it looks close enough. And we can move the pin. As needed. So we'll go ahead and get it away from the freeway here and create our customer. 07:15 Okay, fantastic. So typically you know, the first thing we do when a role of customer calls is we need to. 07:24 Set up the delivery. So go ahead and select our new service here. And again, we can narrow it down by selecting on request and we'll use this 30 yard delivery that we just set up. 07:38 And we'll go ahead and schedule. Let's say Friday the 24th and go ahead and set the delivery here. Fantastic. Now, if the price is different, you can definitely change that here. 07:51 We can even put a little advanced note so you can put the container number if you want. So we'll consider that. 07:56 Let's say this is container 956 and route note, find the plaza and fantastic. So we'll go ahead and create that. 08:15 Wonderful. We can even go ahead and route it here if we want. Let's see, we're going to put it on my roll off route and somewhere between. 08:29 New York, Dallas, and Los Angeles. So I'm guessing that's going to be stop number three. Fantastic. Yep, looks about correct. 08:38 So wonderful. We have that now routed here for Friday the 24th. We have our note here behind the plaza. And so that is good to go. 08:53 And let's say that your customer, you know in advance, your customer is going to need a dump and return about a week later. 09:01 We can go ahead and get that set up as well. So let's see if we can easily find that here. 09:09 If not, we can definitely do a quick search. Here we go. Fantastic. So we have a dump and return. Let's go ahead and schedule that for the next session. For the following Friday, so the first. 09:22 Fantastic. We have a default pricing in here of 63.96. I'm going to leave it up, but again, you can always change it and add and create. 09:34 That as well. So, you know, and again, we can, you know, always come in here and route that out and just again for this training purpose. 09:43 I'll go ahead and do that as well. Fantastic. And save. Perfect. So, we have our two services. We have our delivery, our dump and return. 10:04 If the customer calls again and needs an additional empty service, you can select the plus sign here. And we already have one scheduled for the first, so let's say that two weeks from then they want another one. 10:19 Just go ahead and select that date. And your action, and you can go ahead and add a service. And do remember that every time you add one of these, since they are on request, they will have to be routed each and every time. 10:34 Again, that is the big difference between our recurring services. And then of course, when the customer is done, you can always set up an additional service to come collect the dumpster and you know go ahead and take care of their belt. 10:53 In order to bill your customer, there's a couple of things that need to take place. One is that your work orders that are being billed to the customer must be set as ready for invoice. 11:07 So the way to do that is you have two things. One is you can select the three dots here and select the toggle here to set it ready for invoice. 11:20 You can also click on the work order itself and update ready for invoice, not ready for invoice. Here you can add an additional fee if needed. 11:31 Let's say that this one had a fees for fun for no reason. Why not? Go ahead and add that and select save. 11:40 That's going to add that that fee here. We can always remove it if we didn't intend on actually putting it there. 11:48 Perfect. So that work order itself is ready to be to be invoiced. If I invoice the customer right now these two will not invoice to the customer because they are not set ready for invoice. 12:02 This is particularly, particularly important for your dump and return services because this is how you can charge your customer for the disposal ticket at the disposal site. 12:14 You can go ahead and again click on the work order itself and your disposal ticket will go right here at the bottom. 12:21 So you can enter your ticket number, select the site that was used, the materials that were delivered, and then the quantity, the tipping fee, price per unit, so what you're charging your customer. 12:33 So all that can be entered here so it is charged to your customer. When it's time to bill the customer you'll come over here and enter your billing section. 12:47 And since your customer doesn't have any recurring services when you create your invoice you're going to select manual and that is because those services aren't set to to bill on a recurring instance. 13:03 They are only set to bill on an on request service and so you want to make sure that you're selecting the right billing cycle. 13:12 So in this case we'll go ahead and invoice them just for the delivery again because we can we can bill them before the service or we can wait until it's done. 13:21 So I would recommend again just my suggestion your business model might be different but if your customer is you know being delivered one of these bins you can go ahead and charge them the delivery fee beforehand. 13:35 Even though it's scheduled in the future and then wait until your actual services your jump and returns are done and then you can go ahead and bill them afterwards. 13:47 And those are the steps all for setting up your roll-off cup. Mr. Mars. Cheers.