Creating Collections
Schedule a one-off waste collection or transfer run, assign a driver, and specify waste details.
1. Open Schedule→
2. Click + Schedule Collection→
3. Set date and type→
4. Assign driver→
5. Add customer and address→
6. Add waste details→
7. Save Collection
1. Schedule section
Set when the collection takes place and what type it is.
New Collection
Schedule a collection or transfer run
2026-03-15
Defaults to today's date. This determines which day the collection appears on in the Schedule view.
08:30
Choose Transfer Run when the driver is going to a licensed transfer site rather than a customer.
2. Assignment section
Assign the collection to a driver and optionally link it to a customer.
New Collection
Schedule a collection or transfer run
James Hartley▾
Only team members with the Driver role appear in this list.
Acme Builders Ltd▾
Selecting a customer auto-fills the collection address from their saved details.
Shown when: Shown only when collection type is Transfer Run
City Road Transfer Station▾
3. Collection Address section
The address where the collection takes place. Auto-filled from the selected customer's saved address, but can be overridden.
New Collection
Schedule a collection or transfer run
42 Industrial Estate, Birmingham
B1 2AA
4. Waste Details section
Describe the waste being collected so the driver has all the information they need.
New Collection
Schedule a collection or transfer run
Mixed commercial waste
+ Add code
Search and select multiple EWC codes using the code picker.
500
5. Driver Notes section
A free-text field for instructions to the driver — access codes, hazards, contact details, or any other relevant notes for the job.
New Collection
Schedule a collection or transfer run
Any instructions or notes for the driver...
Save Collection
Selecting a customer auto-fills the address
If you have saved the customer's address in their client record, selecting them in the Customer field will automatically fill in the collection address and postcode. This saves manual entry and ensures consistency.
Only active drivers appear in the Driver picker
The Driver dropdown only shows team members who have been invited and have the Driver role. If a driver is not appearing, check the Team module to confirm their role is set to Driver and their invitation is accepted.
Common Mistakes
• Not setting the date — the date field defaults to today but you must ensure it is correct before saving, especially when scheduling ahead.
• Setting the collection type to Collection when creating a transfer site run — use Transfer Run for any job where the driver is going to a licensed transfer facility, not a customer site.
• Skipping EWC codes — without EWC codes the driver does not have waste classification information on the job, which may cause issues when completing the waste transfer note.
Field Reference
| Field | Required | Description |
|---|---|---|
| Date | Yes | The date the collection is scheduled to take place. Required. |
| Time (optional) | No | Optional scheduled time for the collection. If not set, the collection will appear without a specific time. |
| Collection type | No | Determines whether this is a customer collection or a transfer site run. |
| Driver | No | The driver responsible for this collection. Selecting a driver makes the job visible in their driver app view. |
| Customer | No | The customer whose waste is being collected. Populated from your saved client records. |
| Transfer site | No | The licensed transfer site the driver will be visiting. Only shown for Transfer Run type. |
| Address | No | Street address for the collection. Auto-filled when a customer with a saved address is selected. |
| Postcode | No | Postcode for the collection address. Auto-filled with the customer's postcode when a customer is selected. |
| Waste description | No | Plain-text description of the waste stream to be collected. |
| EWC codes | No | European Waste Catalogue codes for the expected waste types. |
| Estimated quantity (kg) | No | Estimated weight in kilograms. |
| Notes for driver | No | Visible to the assigned driver in their driver app job detail view. |
Related Articles
Scheduling Overview
Plan and manage waste collections, transfer runs, and recurring pickups for your drivers.
Driver Assignment
Assign drivers to scheduled collections so jobs appear in their driver app and are correctly attributed.
Transfer Runs
Schedule a driver run to a licensed waste transfer site, linking the job to a site record in your account.
Recurring Schedules
Set up weekly, fortnightly, or monthly collection templates that automatically generate scheduled jobs.