Adding a Client
Create a client record with contact details, registrations, and SIC codes so notes auto-fill with accurate information.
1. Auto-fill from Register
Before entering details manually, you can search the EA Waste Carrier Register or the EA Environmental Permit register to auto-fill the client name, address, postcode, and registration number. Alternatively, use the Companies House lookup to auto-fill company name and registered address. Both lookups are at the top of the form.
2. Contact Details
The core fields used on waste transfer notes. Full name is required; all other fields are optional but recommended for compliance.
3. Classification
Classification flags indicate the type of business. These are recorded for due diligence and appear on waste transfer notes where relevant.
4. Registrations & Permits
Expand this section to record carrier registrations, environmental permits, and exemptions. The section is collapsed by default; a dot indicator appears when any registration is set.
Shown when: Shown when Registered waste carrier is checked
Shown when: Shown when Registered waste carrier is checked
Shown when: Shown when Holds an environmental permit is checked
Shown when: Shown when Holds an environmental permit is checked
Shown when: Shown when Registered waste exemption is checked
Field Reference
| Field | Required | Description |
|---|---|---|
| EA Register lookup | No | Queries the EA public register live. Results include registration number, type, postcode. |
| Companies House lookup | No | Queries Companies House API. Fills company name, address, and postcode. |
| Full name | Yes | Primary contact or company name. Required. |
| Email address | No | Optional email for portal invites and signature requests. |
| Company name | No | Trading or registered company name, separate from the contact name. |
| Address | No | Used to auto-fill Section B and C address fields on notes. |
| Postcode | No | Postcode for the client address. |
| Typical role on notes | No | Determines which section of a note this client is typically placed in. |
| Waste producer | No | Check if this client generates waste. Default is checked. |
| Waste importer | No | Check if this client imports waste into the UK. |
| Local authority | No | Check if this client is a local council or public body. |
| SIC code: business activity | No | Standard Industrial Classification code describing the client business activity. |
| Notes | No | Internal memo field, not shown on waste transfer notes. |
| Registered waste carrier, broker or dealer | No | Tick to reveal carrier registration number and type fields. |
| Registration number | No | EA waste carrier registration number. |
| Carrier type | No | Registration tier, e.g. Upper Tier Carrier or Lower Tier Dealer. |
| Holds an environmental permit | No | Tick to reveal permit number and issuing body fields. |
| Permit number | No | Environmental permit reference issued by the EA or NRW. |
| Issued by | No | Issuing authority: Environment Agency, NRW, or SEPA. |
| Registered waste exemption | No | Tick to reveal the exemption details field. |
| Exemption details | No | Exemption type codes such as T11 (treatment) or U1 (use of waste). |