Customers and sites

The Customers page is your address book of the businesses you collect waste from. Save a customer once, then reuse their details on new jobs and schedules instead of typing them again. You will find it under Customers in the menu.

Adding a customer

Choose New customer. First pick what kind of business they are: a limited company or a sole trader / individual. For a limited company you can use Find business details to look them up and fill in their registered name for you. Sole traders and partnerships just type their details in. Then fill in:

• Customer name - the business you collect from.
• Account reference - only if you use one.
• Contact name, email and phone - so the right person gets the receipt and any updates.
• Notes - access details, gate codes or anything useful for the next visit.

The page flags any customer that is missing contact details, so you can fill the gap before the next booking.

Customer sites

A customer can have one or more sites, which are the addresses you actually collect from. Open a customer to add their sites. Saved sites can then be reused on jobs and schedules, so a regular collection is quick to set up.

Customer sites are the places waste is collected from. The places you take waste to, such as receiving sites and transfer stations, live under Destinations. See the Destinations and receiving sites guide.

Request links

You can give a customer a private request link so they can request a collection themselves. Open the customer and create a link. You can copy it to send to them, and cancel it later if you no longer want it used.

When a customer uses their link, the request arrives on your jobs board as a draft, ready for you to check and confirm. This saves your team re-keying details the customer can give you directly.

Removing a customer

If you remove a customer, their saved sites are removed with them. Past jobs stay exactly as they were. Removing a customer does not change or delete any completed records.

Related help

• Managing jobs - reuse a saved customer when you book a job.
• Scheduling - set up repeat collections for a customer.
• Branding and request form - the public form customers can use too.