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Set Up & Settings

22 articles
Account Settings - General SettingsSet up your Business Information, Yards, and Disposal Sites in your Account Settings.
Settings Gear - Business InformationWhat is located under your General Settings
Disposal SiteAdd a new disposal site as well as materials
Implementation - Business Lines
Create & Configure Materials for Disposal
Defining Service ActionsExplains how to configure the list of actions that can be performed on your inventory items. Instructions for adding your company’s provided service actions (set up under Attributes in the…
How to create Tags
How to create an employee profile
User PasswordsChanging your password. Password reset for web and mobile app. Trouble signing in?
SSO IconsGoogle & Microsoft icon next to employee email
How do do time zones work in Hauler Hero?Discusses how time zones are configured for users
Internal Error - Permission Denied
Deactivate a User profileHow to deactivate an employee profile
Employee quit/fired, what do I do?Remove access to Hauler Hero when an employee is no longer with your company. How to deactivate an employee.
User Profile - Report Only AccessWe recommend these permission settings for any outside accounting / bookkeeping access to the reporting dashboard in Hauler Hero
TaxesTax Zones, Linking taxes to Services & Fees
Create a Billing CycleA billing cycle is the frequency in which a customer is charged
6 Month Billing CycleThe semi annual one is a bit of an odd ball, but you're going to want to create 2 Quarters as your cycle. Then setting up just like annual you'll…
Create a Billing Profile
Import a GL Report as a Journal Entry into QuickBooks DesktopFlat File Integration
Scale Integration (MTS / Strong Data)Use Hauler Hero’s Disposal Ticket Integration to weigh inbound/outbound in the MTS / Strong Data mobile app. Completed tickets sync automatically to the web, where office teams match them to…
Hauler Hero / TrashBolt Integration
HaulerHero Help Center
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