Set Up & Settings

25 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

YardsYards are where your trucks start and or end the day. They are tied to your routing.

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

Roles & PermissionsHauler Hero permissions are built around a flexible role-based system with optional user-level overrides.

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…

Overview - Billing Profiles

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