Add a customer and location

A customer is the account you bill, and a location is the address where you drop containers. Add the customer first, then the location. Saving a customer does not create a location, though you can add both in the haul wizard. See Create a haul.

Add the customer

  1. Click Customers, then + New Customer.
  2. Fill in the name, status (Active), email, phone, and billing address.
  3. Choose an Account Type and Pricing Tier. On the haul wizard, Account Type values are Account, Cash, or Default. Leave Pricing Tier unset unless the customer has negotiated rates.
  4. Add at least one contact. Click + New Contact, enter name, email, and phone, and save. The first contact is marked primary.
  5. Click Save.

Add the service location

  1. Click Locations, then + New Location.
  2. Start typing the address and pick it from the suggestions. The map pin drops automatically.
  3. Pick the Customer and the Contact for this site.
  4. Optional: add Site Placement (example: Driveway), Area, Driver Notes, and Dispatch Notes.
  5. Click Save.

On Standard Inventory, the Locations list column is Container (not Size). The filter is Container Name (not Dumpster Name). Location Pricing shows a price-sheet preview, or No price sheet matches this location yet.

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