Here is a check list of task to complete when setting up a Roll off Operations
- Add a division code with company name, address, phone, email, yard location
- Populate reference file 007 with each type of unit e.g. R05, R10, R15, etc where R is for roll off and ## is yards capacity
- Populate reference file 015 with rate codes for Delivery, Exchange and Pickup e.g. R05D - Delivery for a 5 yard container. Use highest pricing
- Populate reference file 001 - Work order type e.g DR - Delivery roll off. can specify size e.g. DR05 dispatcher preferences
- Populate reference file 006 market type for category of roll off customer e.g. RRES - Residential, RCOM Commercial, RCON - Construction, etc
- Populate reference file 031 with driver code, email
- Populate reference file 032 with route code for drivers
- Populate reference file 0N2 with vehicle codes and tracking link to fleet management tools
- Set work order type to multi-line 6
- Create work steps Deliver, Exchange and Pickup a can. Policy issues:
- Track serial numbers?
- Charge rent if no activity for a selected time period e.g. 2 weeks
- Overdue unit policy - units delivered, but no activity
- Overage charges Weight
- Foreign material charges e.g. refrigerators
- Can placement process e.g. utility flags
- First invoice policy - what is included
- Daily, weekly and month end reporting
- Production tracking and work order profit analysis - requires hours\work order by tracked
- Create 3-10 sites with work orders, invoices and run reporting to validate work steps and reporting