How-To Guides

Initial Setup

Before using the system, you must set up at least one of each of the following: clients, brokers, locations, fleet vehicles, staff, and waste items. Access all these settings through the Admin menu.

Adding a Client

1. Go to
   Admin → Clients
2. Click "Add Client"
3. Enter required information:
   • Client Name
   • Contact Name
   • Email
   • Phone Number
   • Address
   • Postcode
   • County
   • SIC Code
   • Notes
4. Click "Save"

Adding a Broker

1. Go to
   Admin → Brokers
2. Click "Add Broker"
3. Enter required information:
   • Broker Name
   • Address
   • City
   • County
   • Postal Code
   • Registration Number
4. Click "Save"

Adding a Location

1. Go to
   Admin → Locations
2. Click "Add Location"
3. Enter required information:
   • Company Name
   • Address
   • City
   • County
   • Postal Code
4. Click "Save"

Adding a Fleet Vehicle

1. Go to
   Admin → Fleet
2. Click "Add Vehicle"
3. Enter required information:
   • Make
   • Model
   • Registration
   • MOT Date
   • Tax Date
4. Click "Save"

Adding Staff

1. Go to
   Admin → Staff
2. Click "Add Staff"
3. Enter required information:
   • Name
   • Email
   • Phone
   • Role (Staff = driver / admin = admin)
   • Active Status
   • Password
   • Confirm Password
4. Click "Save"

Adding Waste Items

1. Go to
   Waste → Waste Items
2. Click "Add Waste Item"
3. Enter required information:
   • Description
   • EWC
   • Component
   • Concentration
   • Physical
   • Code
   • This waste is hazardous (Checkbox)
4. Click "Save"

Creating a Waste Note

1. Go to
   Waste → Active Waste Notes
2. Click "Create New"
3. Complete the form:
   • Select client
   • Select waste collection bin (if applicable)
   • Select broker (if needed)
   • Select destination location
   • Select collection vehicle
   • Select collection date
   • Add waste items for collection
4. Click "Create Waste Note"

Assigning a Waste Note

1. On the waste notes page, locate the desired note
2. Click the blue people icon to access the assignment page
3. Select the Driver/Staff member to assign the job to
4. Click "Assign Job"