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Getting Started
These are the steps typically instructed during implementation
18 articles
Settings Gear - Business InformationWhat is located under your General Settings
User PasswordsChanging your password or your employees
Customer Profile - General Info
Disposal SiteAdd a new disposal site as well as materials
How to log a callThis is an internal CRM option within the customer profile
New Add Customer FlowThis new flow is in addition to the current option
Update PricingFollow these steps to update the details of a service on your pricing page
Commercial Advance InvoicingHow to invoice for work orders from the previous period (ad hoc commercial services or roll off services) for a customer on advance billing
New Hire Walk Thru
Disposal Tickets
How to add a new customer
How to add contact method
How to add a new serviceThese steps will guide you through adding a new service under the pricing tab
How to create an employee profile
YardsYards are where your trucks start and or end the day. They are tied to your routing.
How to set up a Roll Off Customer
Configure service on customer account
Can I import my customers into Hauler Hero?