Most of the help centre explains one screen at a time. This is the one that joins them up: what happens to a piece of work from the moment somebody rings, to the moment you get paid for it.
1. The work arrives
Three ways. A phone call typed straight in as a job. An enquiry, which is a request from a customer that lands in one list rather than in somebody's mailbox. Or a contract, which raises its own jobs on a schedule so a weekly round is set up once and then just happens.
2. It gets priced
Either from that customer's rate card, which holds agreed rates per customer, per container and per waste code, or as a quote you send that the customer accepts or declines themselves. An accepted quote becomes a job with the customer, address and waste already on it.
3. It becomes a job
Customer, producer site, the kind of visit, the date, the container, what you expect to collect and the price. A job with no date sits in the unscheduled list until you give it one.
4. It gets planned
On the Schedule, drag it onto a vehicle's lane. Drag it along to change the time, drag it down to change the vehicle. Work is given to a vehicle rather than to a person, because the vehicle is what limits the job: a skip wagon, a ro-ro and a loose tipper each carry different things. You put drivers on vehicles separately, under Assignment.
A job that was scheduled and did not happen comes back to the unscheduled list rather than sitting on a day that has already gone.
5. The driver does it
They open the day already in order, with the yard and the tip in it. Photo, what the waste is, the weight, signatures, submitted. Where it was collected is stamped on the record at the moment it happened. If they are out of coverage it queues on the phone and sends itself when the signal comes back.
6. The paperwork exists
The waste transfer note is produced from the record. Nobody types it, and nobody carries a book of carbon copies in a cab.
7. It gets tipped
At somebody else's site, or at your own, in which case the same load becomes a receipt as well, and that receipt is what gets filed to DEFRA.
8. It gets invoiced
Off the job that is already recorded, so the weight you bill is the weight you filed. Surcharges, minimum charges, day rates and free days on a container are priced on automatically and appear as their own lines.
The thing worth understanding
Every document in that chain is produced from the record rather than typed alongside it. So when a transfer note has the wrong weight on it, the record has the wrong weight on it, and the fix is on the record rather than on the paperwork.
Related: How to create a job. How the Scheduler works in LoadSnap. How to raise and send an invoice.