Getting Started

These are the steps typically instructed during implementation

17 articles

Settings Gear - Business InformationWhat is located under your General Settings

User PasswordsChanging your password. Password reset for web and mobile app. Trouble signing in?

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

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 create a new priced serviceThese steps will guide you through adding a new service under the pricing tab

How to create an employee profile

Can I import my customers into Hauler Hero?

Deactivate a User profileHow to deactivate an employee profile

Configure Proration for Account Suspensions - Billing ProfilesControl whether customers are billed for services during a suspension period, giving you flexibility in managing your billing policies.

What Is Hauler Hero?The All-in-One Operating System for Waste Haulers