Jobs are created using a guided three-step wizard designed to ensure all required information is captured.
Step 1: Customer Details
Select an existing customer or create a new customer record if required.
Confirm the customer and their billing information.
Step 2: Job Details
Add an optional description to provide context or instructions for the job.
Select any applicable ADG codes for dangerous goods.
Adjust any waste origin details including the address and points of contact.
Add waste items by selecting waste types, EPA codes, quantities, and units.
Mark count-based parent items where containers are tracked individually.
Add sales items by entering item names, quantities, and pricing.
Step 3: Job Tasks
Review automatically created tasks, including the default transport waste task.
Allocate waste items to transport tasks and assets to drop-off tasks.
Set preferred collection days or a preferred collection date where required.
Configure recurrence if the job is part of a repeating schedule.
Validation Requirements
A customer must be selected before a job can be created.
A waste origin address must be provided.
At least one waste item and one sales item must be added.
At least one task must exist, and all waste items must be assigned to a task.
After Creation
Newly created jobs default to the quoted status and appear in the jobs list ready for scheduling.