Read Me First
Prior to being able to use Dump Truck Dispatcher in day-to-day operations, there are some things that need to be set up. Although it may be tempting to jump right…
Watch the video below to learn how to create customers.
Click on the “Customers” menu item on the main menu.
You will then see the “Customer List,” where you can manage your customer data.
Click on the “Add new” button on the “Customers List”.
Upon clicking the “Add New” button, you’ll see a dialog to allow you to enter the customer information. The name is the only required field.
The account # is used for customers who do not use Quickbooks and have a numeric account number. Check the “COD” checkbox if the customer must pay on or before you provide the service. If you use an accounting system without an account number, you can leave the “Account #” field blank.
The “Invoicing method” specifies how tickets will be added to an invoice based on the automatic invoice creation. Following are the options and when each should be used.
Use this option when you want to combine all tickets for a customer into a single invoice for the billing period. This is suitable for customers who prefer a consolidated invoice for all the work you do for them. This is the default and will be the value if you don’t change it.
This option creates separate invoices based on job numbers. All the tickets on an invoice will have the same job number. It is ideal for customers who have multiple projects or locations and require invoices to be split accordingly, such as a land developer with multiple subdivisions or a concrete company with multiple plants. If the customer doesn’t provide you with a job number, you can make one up based on what you know about the project they are working on.
This option generates a separate invoice for each ticket. It is less commonly used but may be necessary for specific cases, such as agricultural companies needing separate invoices for each farm delivery.
This option creates separate invoices for each job. If you create a job to pick up #1 stone at pit A and deliver it to project site B on Monday, that is a single job. You might do this same type of work on Tuesday and Wednesday, but each day will be a separate job. If you choose this option, the system will create three separate invoices – one for Monday, one for Tuesday, and one for Wednesday. This is useful for customers who need daily invoicing for ongoing projects.
These settings help tailor the invoicing process to meet the specific needs of different customers, ensuring clarity and accuracy in billing.
You can also add contacts under the customer by clicking on “Add new contact”. Multiple contacts can be added for each customer.
If you enter the contact’s email address and have the feature for “Customer Portal” enabled, you’ll see a checkbox that allows you to give this contact access to a customer portal where they can view their tickets and invoices.
Click on the “Save” button after you have entered the information.