8 guides
Clients
Add clients, verify carriers, manage portal access and analytics.
Clients OverviewSave transferors and transferees to auto-fill their details on future waste transfer notes.Read guide Adding a ClientCreate a client record with contact details, registrations, and SIC codes so notes auto-fill with accurate information.Read guide Client Detail PageView a client's full profile, active season ticket, transfer statistics, and linked waste notes.Read guide EA Register LookupSearch the Environment Agency public register to verify carriers and permit holders, and auto-fill client details.Read guide Companies House LookupSearch Companies House to verify a client's company number and auto-fill their registered name and address.Read guide Portal AccessSend clients a secure link so they can view their waste transfer notes and sign documents from the client portal.Read guide Client AnalyticsUnderstand waste transfer history, total weights, destinations, and EWC codes for any client at a glance.Read guide Client LocationsAdd multiple site locations per client with addresses, map coordinates, and site-specific contacts.Read guide