There are many, many things you and your team may need to remember or know about the customer, location, or a pickup. Our Notes system gives you a place to write these down and decide which ones your drivers see in Hauler Hero Road.
What kinds of notes can I make?
Account (Customer) -- Notes about your customer. These will not display on mobile to your drivers.
You can create these by clicking the + icon under Account Notes at Customer Profile page > Account.
Location -- Notes about a specific customer location. These can be shown or hidden to your drivers.
You can add these from
Customer Profile page > Services > Locations > 3-dot icon > Location Notes
Work Order Detail View > Details > Location Notes’ + icon
Or in the consolidated notes dialog accessible via the Notes icon in the top right of the Work Order Detail View.
Examples:
Gate codes
Location specific contact for the driver to talk to
Configured Service -- Notes about a specific configured service; previously known as a “Route Note.” These can be shown or hidden to your drivers.
You can add this in the Configured Service detail page by clicking the + icon under Configured Service Notes.
Examples:
“Bin has a lock; code is ____.”
“Move the container to the closed gate every Tuesday pickup.”
“Log container number every time.”
Work Order -- Notes about a specific work order. These can be shown or hidden to your drivers.
You can add these via the + icon in the Work Order Details page.
Examples:
“One-time bulk pick up for customer.”
“Leave payment reminder tag on bin.”
Billing -- Notes about a customer’s billing. These will not display on mobile to your drivers.
You can add these via the + icon in Customer Profile > Billing > Billing Notes.
Examples:
“Do not waive late fees.”
“On next cycle, charge for bounced check fee.”
“Remember to set up on AutoPay.”
Note that all types of notes can be edited, pinned, or archived.
Edited notes will show who updated it and when.
Archived notes can be restored if needed. These are accessed via the filing box icon that each type of note has next to the + icon you use to create each type of note.
How do I see what notes will show for a specific work order?
First, go to the Work Order Detail View for the work order in question, then click the Notes icon at the top right, next to the Print icon.
In the dialog that shows up, you’ll see Configured Service, Location, and Work Order notes. You can click into any of their 3-dot icons to see and toggle which are shown to your drivers or not.
When Show On Mobile is on, your driver will see said note on their app.
When Show On Mobile is off, your driver will not see that note.
Notes for Accounts/Customers and Billing are never shown to your drivers.
Can I see the edit history of notes?
Yes; by clicking the note itself.
How do my drivers see notes?
They’ll see it as they open up a specific stop.
For example, if all 3 of these notes for a given work order are set to Show On Mobile in CRM:
Then your drivers will see them like below when they open up that work order’s stop while they run their routes.
Will notes show up on the printed work order?
Yes, specifically on the driver’s copy.
Feedback? Questions?
We'd love to hear your feedback to help us improve your experience. Please submit feedback through the chat bubble or email to support@haulerhero.com.