Changing Work Order Actions

System > Setup > Work Orders > Work Order Actions

You can change the terms used to describe work orders in Trash Flow to match the terminology and workflow at your business. What’s more, you can create entirely new actions that behave the way you wish.

Editing the Default Actions

The default actions are listed below. Each is linked to one or more rates from the customer’s container placement. When you complete a work order, Trash Flow uses the action chosen to charge those rates to the customer. The actions available for a work order are listed below along with which fields from the container placement will be charged.

  • DROP: Drop a container at the customer’s location. (Drop). Other Common Descriptions: Deliver, Spot, Place.
  • DROP EMPTY NEWSITE: Drop a container at the customer’s location, pick up that customer’s current container, empty it, and drop that container at a different site. (all fees, plus the old container is removed from the container placement) Other Common Descriptions: Switchout, Swap, Exchange.
  • DROP EMPTY YARD: Drop a container at the customer’s location, pick up that customer’s current container, empty it, and return that container to your yard. (all fees, plus the old container is removed from the container placement). Other Common Descriptions: Switchout, Swap, Exchange.
  • EMPTY RETURN: Pick up a customer’s container, empty it, and return it to the customer. (Pickup, Roll-off Rental, Regular, Landfill Fee, Oversize Fee). Other Common Descriptions: Dump and Return, Round Trip.
  • EMPTY NEWSITE: Pick up a customer’s container, empty it, and drop it at a different site (Pickup, Roll-off Rental, Regular, Landfill Fee, Oversize Fee, plus the container is removed from the customer’s placement). Other Common Descriptions: Dump/Do Not Return, Removal, Pull, Final.
  • EMPTY YARD: Pick up a customer’s container, empty it, and return it to your yard. (Pickup, Roll-Off Rental, Regular, Landfill Fee, Oversize Fee, plus the container is removed from the customer’s placement). Other Common Descriptions: Dump/Do Not Return, Removal, Pull, Final.
  • MOVE: Move a container at a customer’s location. (no automatic charges). Other Common Descriptions: Relocate, move at site.
  • OTHER: Perform some other action not listed here. (no automatic charges)

Creating New Actions

To create a new action, type what you want to call it in the WO Action Description field and press ENTER. Use the fields below to tell Trash Flow how you want this work order to behave—in other words, what options do you want to see when you are completing this work order and charging the customer?

Actions
  • Sequence: An optional way to set the order in which the actions show up in the dropdown menu during creation.
  • Drop: Tells Trash Flow to set a new container on the placement.
  • Empty: Removes the container already on the placement.
  • Final Pull: Makes the placement inactive.
Charges/Fees
  • Weight/Yardage: Provides a field to enter in tonnage (or cubic yards) from a landfill ticket.
  • Ticket: Provides a field to enter a landfill ticket number.
  • Drop: Charge the rate set on the Drop line of the container placement.
  • Pickup Charge:Charge the rate set on the Pickup line of the container placement
  • Tip: Charge the rate set on the Landfill Fee line of the container placement.
  • Oversize: Charge the rate set up on the Oversize Fee line of the container placement if they go over the weight limit set on the placement’s Terms tab.
  • Rental: Charge the rate set up on the Rental line of the container placement if they go over the free rental days set on the placement’s Terms tab.
  • Additional: Describe an extra line that you want to show up on the Work Order Completion screen.
  • Bill Code (1,2,3): Include this bill code to charge the customer on the Work Order Completion screen.
Containers
  • Container to drop: Lets you choose the serial number for the container being delivered.
  • Container to service: Displays the container currently assigned to the placement.
  • Source Yard: Choose which yard a new container should come from. You can choose None (if the option is not relevant), Customer (to indicate a customer-owned container), a specific yard that you have set up under Site Locations, or TBD (so you can choose when completing the work order).
  • Destination Yard: Choose the yard where the driver should bring the old container. You can choose None (if the option is not relevant), Customer (to indicate a container currently with another customer), a specific yard that you have set up under Site Locations, or TBD (so you can choose when completing the work order).
  • Landfill: Gives a dropdown menu of available landfills (created in Site Locations).
  • Active: Unchecking this removes the action from the dropdown menu when creating work orders.