How do I…
The menu is organised by screen. Questions aren’t. This page maps the things people actually need to do onto the page that explains them.
Can’t see your question? Try Browse by topic to filter the whole guide by subject, or the search box at the top of any page (Ctrl + K).
Getting started
| I want to… | Go to |
|---|---|
| Understand what this app is for | What WastePro is |
| Work out what a word or a three-letter code means | The words WastePro uses |
| Know what I should be doing today, this week, this month | A month in WastePro |
| Find a screen I’ve been told about | Finding your way around |
| Get a login, or reset my password | Logging in |
| Check I’m in the right business account | Switching organisations |
Day-to-day operations
| I want to… | Go to |
|---|---|
| See what needs fixing right now | Action Centre |
| Put a driver and a truck on today’s work | Runs |
| Book a one-off pickup a customer just rang about | On-Call Requests |
| Create a month of runs in one go | Routes — Schedule runs |
| Record why a collection couldn’t be completed | Bookings Review — Futile jobs |
| Enter a run’s missing start or finish time | Action Centre — Runs missing times |
| Check how a run actually went | Runs — Inside a run |
Customers, sites and services
| I want to… | Go to |
|---|---|
| Add a new customer, site or service | Customers, Sites & Services |
| Load a lot of records at once from a spreadsheet | Importing data |
| Find out why a site has stopped generating jobs | Customers, Sites & Services — Switching a record off |
| Edit a lot of services at once | Master List |
| Stop collecting from someone who hasn’t paid | Receivables — Placing a service stop |
| Record who to call about a site | Contacts |
| Give a customer their own view of their data | Sharing with customers |
Pricing and billing
| I want to… | Go to |
|---|---|
| Change what one service costs | Rates & pricing |
| Put prices up across the board | Uprate Worksheet |
| Stop billing one customer for a particular charge | Billing rules |
| Stop billing everyone for a charge type | Xero Invoice Export — Exclude from billing |
| Work out why a job didn’t bill | Rates & pricing — When a job has no price |
| Send the month’s invoices to Xero | Xero Invoice Export |
| Pay a subcontractor’s invoice | Xero Bill Export |
| See who owes me money | Receivables |
| Understand a charge code on an invoice line | The words WastePro uses — Charge type codes |
Subcontracted (3PT) work
| I want to… | Go to |
|---|---|
| Load this month’s supplier invoices | Uploading invoices |
| Teach WastePro to read a new supplier’s format | Supplier profiles |
| Deal with lines it couldn’t match | Reviewing a batch |
| Turn reviewed lines into real work | Committing |
| Undo something I got wrong | Fixing mistakes |
| Check a supplier isn’t overcharging me | Xero Bill Export — Reconcile before you pay |
| See margin on subcontracted work | Brokerage / Subcontract analysis |
Reporting
| I want to… | Go to |
|---|---|
| Get a quick read on how the business is going | Dashboard |
| Find the right ready-made report | KPIs & Reviews |
| Build a report nobody has built before | Report Builder |
| Draw a chart to answer a one-off question | Explore |
| See how my own drivers are performing | Driver Productivity |
| Produce waste data for a building’s NABERS rating | NABERS waste export |
| Change the cost assumptions behind the reports | Assumption Base |
Administration
| I want to… | Go to |
|---|---|
| Give a colleague access | Users & roles |
| Work out why I can’t edit something | Users & roles — The roles and what they can do |
| Get something back that was deleted | Logs & Trash |
| Find out who changed a record, and when | Logs & Trash — Event log |
| Check whether Xero is connected | Connections |
The three questions that come up most
“Why isn’t this job on the invoice?”
Almost always one of: no price on the service, no job attached to the booking, or a billing rule switching that charge off. The Action Centre finds the first two; Billing rules explains the third.
“Why isn’t this site generating collections?”
Walk the chain: is the customer active, the site active, the service active, and is either the customer or the site on service stop? All four show together in the Master List Status columns.
“The month’s numbers look too low.”
Check the subcontractor invoices went in. Until a supplier’s bill is committed, none of that work exists in WastePro — so it’s missing from your invoicing and your reports. See Subcontractor invoices.
Next: A month in WastePro puts most of these tasks into the order they actually happen in.