Clients
Add clients, verify carriers, manage portal access and analytics.
Clients Overview
Save transferors and transferees to auto-fill their details on future waste transfer notes.
View guide →
Adding a Client
Create a client record with contact details, registrations, and SIC codes so notes auto-fill with accurate information.
View guide →
Client Detail Page
View a client's full profile, active season ticket, transfer statistics, and linked waste notes.
View guide →
EA Register Lookup
Search the Environment Agency public register to verify carriers and permit holders, and auto-fill client details.
View guide →
Companies House Lookup
Search Companies House to verify a client's company number and auto-fill their registered name and address.
View guide →
Portal Access
Send clients a secure link so they can view their waste transfer notes and sign documents from the client portal.
View guide →
Client Analytics
Understand waste transfer history, total weights, destinations, and EWC codes for any client at a glance.
View guide →