In every plan
The CRM for skip hire, waste and clearance
Skip deliveries, swaps and collections, regular commercial rounds, man and van and house clearances: quote the job, put it on the calendar for a driver, photograph the skip where it was left, and keep each driver’s registrations with a reminder before they run out.
Deliveries, swaps and collections for the right driver on the right day
Every delivery, swap and collection goes on the calendar with the site, the skip size and an access note for where it is to go and whether it is on the road. Drivers see their day on their phone, tick the checklist and take a photograph of the skip where it was left, which goes on the visit if a customer later says it was somewhere else.
A regular collection repeats on its own, weekly or fortnightly, so a commercial round does not have to be booked again each time.
- A calendar of deliveries and collections
- Photos of the skip where it was left
- Regular collections that repeat
- Access notes for every site
Quotes, price lists and registrations that expire
Enquiries go on a pipeline board and a quote becomes a customer, a site and a job in one click. The starter price list has skip hire in two sizes, a skip collection, man and van waste removal, a house clearance day and a commercial waste collection, each with a checklist, including telling the customer what must not go in the skip. Keep each driver’s waste carrier registration, licence and training with an expiry reminder, your insurance certificates, and the risk assessments and method statements for the work, which the drivers see on the visit.
Sales Base keeps your records and reminders. It does not issue waste transfer notes or decide what you may carry: the checklists only remind the driver to complete the paperwork you use.
- Starter services with checklists
- Registrations and licences with expiry reminders
- Insurance certificates in one place
- Risk assessments the drivers see on the visit
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
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