Inside Waste Pilot CRMThe whole yard, section by section.
From the first booking to the customer’s paperwork, every part of the day stays connected to the same work.
01 — Operations & schedulingRun the day from booking to collection.
See today’s work, orders and capacity in one working view, rather than treating the booking, planning meeting and collection as different systems.
- Open today’s live board
- Create and amend orders in one record
- Plan with capacity-aware service calendars
- Keep status, priorities and customer history together
A single operational view for the whole day.Included features- Live operations dashboard
- Job & order management
- Calendars & capacity planning
02 — Hire & service linesEvery product you sell, in one CRM.
Each service has its own orders, calendar, sizes and prices, while customers and sites remain shared as the yard adds the next service line.
- Take a call or online booking into one order
- Check the relevant service calendar before promising a slot
- Keep permits, exchanges, collections and extras on that hire
- Add another service line without moving customer history
One desk for every service line the yard sells.Included features- Skip hire
- Grab hire
- Cage & van hire
- Tipper hire
- Aggregates & concrete
- Multi-service tenancy
03 — Drivers & despatchBuild the round on a board the drivers can actually run.
Unplanned jobs sit on one side; each driver has a column. Reorder work when a job overruns, while the cab sees only the jobs assigned to it.
- Open today’s planning board
- Assign jobs or start from a weekly template
- Move work between drivers as the day changes
- Give each driver their ordered job list
Despatch is visible, flexible and auditable.Included features- Despatch board
- Driver app
- Driver accounts
- Route planning
- Fleet & vehicle compliance
04 — Waste & complianceWaste notes, yard tips and Defra receipts on the load that created them.
Digital waste tracking lives on the completed inbound ticket. Record the carrier, waste, container and recovery or disposal code, then review and submit the receipt from the job itself.
- Complete receiver details and enable Defra
- Finish the inbound tip with carrier and waste lines
- Review missing details before submission
- Keep the tracking ID with the ticket for audit
The digital receipt uses the live weighbridge record, not a separate spreadsheet.Included features- Waste out & tip tickets
- Permit tracking
- Weighbridge
- Defra digital waste tracking
- Waste diversion
- Waste segregation
- Transport emissions
05 — Customers & sitesGive trade customers a login, and keep the phone for new work.
Public booking turns into real jobs in WastePilot. Account customers get a portal for their jobs, sites, managers, tickets and reports, without repeated calls to the yard.
- Build a customer and site record as bookings arrive
- Publish online booking with your own rules
- Invite account customers into their portal
- Let them check status and documents themselves
The customer’s view is connected to the work your office already holds.Included features- Customer accounts
- Suppliers
- Sites & access notes
- Online bookings
- Customer portal
06 — Finance & reportingPrices, payment links and reports owners can use.
Record recycling, reuse, recovery, energy and segregation on the waste transfer note. Tonnage, distance and vehicle data then give the dashboard and reports the detail they need.
- Maintain price books by service
- Raise extras where they happen
- See earnings and service mix
- Export reports for a tender or month-end
The operational record is ready for the commercial conversation.Included features- Prices & rate books
- Extra charges
- Earnings & analytics
- Operator reports
07 — Platform & adminRun the system without developer tickets.
Company setup, email, booking rules, access and integrations sit in the platform settings, giving the team control without separating administration from operations.
- Complete company and compliance details
- Choose the messages the CRM sends
- Set shared booking time slots
- Connect payments and accounting when ready
The platform gives the yard control without unnecessary complexity.Included features- Business & company settings
- Email settings
- Time slots
- Roles & system admins
- Third-party integrations
- Subscription & billing
