Create a haul
Create a haul to schedule a delivery, pickup, swap, or other container move. Pick an existing customer and location, or add both in the wizard.
These steps use Standard Inventory labels. If Admin still shows Dumpsters, you are on Legacy Inventory. Size fields there are Set Size and Pull Size, with placeholder Select Dumpster Type.
- Click Add Haul in the top left, or open Hauls and click New Haul. Create Haul steps are Select Customer, Select Location, and Haul Details.
- Search for an existing customer or location, or click Create Customer. Required: Name and at least one contact. Account Type is Account, Cash, or Default. Leave Pricing Tier unset unless they have negotiated rates. Click Save.
- Search for a location, or add one. Fill Address, Location Contact, and Send Notifications. Turn Send Notifications on only if that contact should get haul emails. Leave Location Pricing empty unless this site has special rates. Click Save Location.
- Set Haul Type: Delivery, Pickup, Swap, Roundtrip, Liveload, or Other.
- Under Container, pick the size. Example: 20yd Standard Roll-off. You can pick a specific can under Set Container. On Individual inventory, a pickup also has Pull Container. Teams with more than one yard may see Return Yard.
- Set Material Type, Scheduled Date, and Time. Set Status. Use Draft while you are still setting it up. Add Driver Haul-Specific Notes, Photos, or Fees if you need them.
As soon as you pick a haul type and size, the rate appears under Location Pricing. Example: 20 YD DELIVERY $450.00, Includes 3 tons, 10 days . Matching order: location, customer + area, customer, service area, then Default.
Save & Close saves the haul and does not email anyone. Save & Send Email Confirmation saves and emails the location contact. The confirmation email still says dumpster, even on Standard Inventory.