Implementation
20 articles
New customer checklist
Annual Billing
Overview - Billing Profiles
Enabling Credit Card Surcharge
Account Settings - General SettingsSet up your Business Information, Yards, and Disposal Sites in your Account Settings.
Implementation - Business Lines
How to create Tags
Create a Billing CycleA billing cycle is the frequency in which a customer is charged
Create a Billing Profile
Roles & Permissions
Delete Bill Profile
Internal Error - Permission Denied
TaxesTax Zones, Linking taxes to Services & Fees
Account Period Lock
User Profile - Report Only AccessWe recommend these permission settings for any outside accounting / bookkeeping access to the reporting dashboard in Hauler Hero
SSO IconsGoogle & Microsoft icon next to employee email
Setting up pricing for different pricing periodsBreakdown of pricing and billing periods for customer accounts
Service GroupsPricing > Service Groups
Bulk Price IncreaseFollow these steps to update the price of a service in your price book to update all matched configured services
Update Service NameWithout updating the price for all customers with the configured service