Jobs are created using a guided three-step wizard so required information is captured before work is scheduled.
Step 1: Customer details
Select an existing customer or create a new customer record.
Confirm the collection site (customer address and contact).
Step 2: Job details
Add an optional description and tags.
Add collection items (waste to collect) and/or sales items (charge lines):
Choose pre-defined waste items from the drop-down (configured under Settings → Site), or add a custom line.
Each collection item needs a count and estimated weight or volume.
Optionally set a job contact (overrides site contact for this job only).
If the job will be received at a different site than your current site, select that receival site when offered.
Every job must have at least one collection item with a valid estimated weight (or volume, per item unit).
Step 3: Job tasks
Review automatically created tasks, including the default transport waste task.
Allocate each collection item to a transport task. Add extra transport waste tasks if needed.
Set preferred collection days or a preferred collection date where required.
Configure recurrence if this is a repeating job.
Rules
Every collection item must be allocated to a task before you finish.
Each non-count collection item can only be on one transport task at a time.
Count items may be split across multiple transport tasks.
After creation
Open the job from the jobs list to schedule tasks on the calendar, assign drivers, and track progress through completion.