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Get started with Paperwork
Set up your organisation on Paperwork, step by step, from switching it on to your first invoiced job.
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Begin with the clearest guide for this area, then move through the rest of the topic as needed.
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Before You Start with Paperwork
How Paperwork is switched on, who should set it up, the full setup checklist in order, and what a new organisation starts with
Guided tasks
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Start with the lead guide if you are new to this area, or jump into the specific task you need.
Set Up Your Organisation and Team
Take your own Paperwork seat in Account, give colleagues theirs, and understand the Paperwork access screens and the two kinds of Owner
Add Your Company Profile and Logo
Set your company name, logo, address, VAT number and document colours in Dashboard so your quotes, invoices and notes carry your branding
Choose Your Core Settings
Set your Sales & Job prefix, document prefixes, the rules that make later setup steps compulsory, and your bank details and invoice text
Set Up Tax Rates, Payment Terms and Nominal Codes
Build the finance lists your invoices depend on, in the right order, and learn how Paperwork decides the VAT on each line
Set Up Your Operations Lists
Add departments, unit types, container types, containers, siting actions and extra types so sales and jobs can be created
Add Your Vehicles and Drivers
Add your vehicles and mark your drivers so jobs can be booked onto the scheduling board, and learn what the waste transfer note leaves blank
Add Your Suppliers and Transport
Add the carriers and disposal sites every job needs, import their registrations from the Environment Agency register, and set up your own company if you carry or tip your own waste
Add Your Customers and Sites
Add customers and their sites, set the tax rate and payment term that decide invoice VAT and due dates, and fill in the country and consignment note prefix that hazardous jobs need
Set Up Email
Send your quotes, invoices and portal invitations from your own domain instead of Dsposal's address, and write the default quote email before your first real quote goes out
Run Your First Real Job
Take one real piece of work from quote to invoice, and check each stage against the setup page that made it right: prefix, letterhead, carrier licence, VAT, due date and bank details
Connect Xero, DWT and the Customer Portal
Optionally connect Xero, Digital Waste Tracking and the customer portal once your first job has gone through: map every nominal code and tax rate, link DWT codes to suppliers and containers, and invite customers one person at a time