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Paperwork
Manage waste jobs from opportunity to invoice with Dsposal Paperwork.
20 guidesjobsinvoicingwaste managementSME
Start here in Paperwork
Begin with the clearest guide for this area, then move through the rest of the topic as needed.
Start here
Introduction to Paperwork
Get started with Dsposal Paperwork, cloud-based waste management software for SMEs
Guided tasks
In this topic
Start with the lead guide if you are new to this area, or jump into the specific task you need.
Paperwork Workflow Basics
Understand the end-to-end workflow from opportunities through to invoicing
Paperwork Dashboard
View key metrics and performance indicators at a glance
Drill Down and Reports
Analyse sales data, track live jobs, and export detailed reports
Managing Opportunities
Capture and track potential waste management work before it becomes a sale
Sales: Price Lists, Agreements, and Quotes
Create and manage the three types of sales in Paperwork
Managing Jobs
Track waste collection jobs from creation through to completion and document generation
Scheduling Jobs
Assign jobs to operatives and plan your collection routes
Invoicing and Purchase Orders
Create invoices from completed jobs and manage supplier purchase orders
Managing Customers
Add and manage customer organisations and their sites in Paperwork
Managing Suppliers
Track your waste disposal suppliers and their sites
Managing Contacts
Store and manage individual contact records for your customers and suppliers
User Settings
Manage your personal settings and team user accounts in Paperwork
Organisation Settings
Configure your company details and business information in Paperwork
System Settings
Configure system defaults, feature toggles, and reference number prefixes
Finance Settings
Store bank account details for invoices and financial documents
Reference Data
Manage lookup tables for containers, departments, vehicles, tax rates, and more
Set Up the Customer Portal
Enable and configure the read-only customer portal so your clients can view their waste data
Customer Portal: Company View
Navigate the Customer Portal to view your organisation details, sites, jobs, invoices, and documents
Customer Portal: Reporting
Analyse your waste data with interactive reports covering costs, volumes, types, and trends