Note Templates

Save any note as a reusable template to pre-fill future notes of the same type.

What is a template?

A template captures the structure of a note — the waste description, EWC codes, containment type, quantity, transferor details, and transferee details — and saves them under a name you choose. When you create a new note from a template, all those fields are pre-filled. You only need to review, adjust any changed details, and complete.

Saving a note as a template

Open any note in the PreviewEditor. Click the bookmark icon in the title bar (or find "Save as Template" in the action menu). A dialog prompts you for a template name. Enter a descriptive name such as "Weekly skip collection — Acme site" and click Save. The template is immediately available in the templates list.

One-Off Templates

Reuse saved note structures

Template name*

Weekly 8yd skip — Acme Construction

+ Blank Note

Use Template

Using a template

Navigate to Notes → One-Off Notes → Templates (or Season Ticket → Templates). Each template card shows the template name, waste description, and the transferor/transferee party names. Click "Use Template" to open a new note pre-filled with the template data. Review all sections — dates, quantities, and party details may need updating — then complete as normal.

What is pre-filled from a template

Templates store: the waste description (A1), EWC codes, containment types, quantity, transferor name and company (B1), transferee name and company (C1), and transfer address (D1). Signatures are not stored — you must sign each note individually. The transfer date is also not pre-filled as it should reflect the actual date of each transfer.

Template list

The templates page lists all your saved templates ordered by most recently created. Each card shows: template name, waste description, and the from/to party names. If you have no templates yet, an empty state with a "Create a note" link is shown.

Name templates clearly

Include the client name, waste type, and container size in the template name — e.g. "Acme Construction — mixed C&D, 8yd skip". This makes it easy to pick the right template quickly.

Separate templates for one-off and season ticket

Templates are note-type specific. One-off templates appear only on the one-off templates page, and season ticket templates appear on the season ticket templates page.

Common Mistakes

• Using a template without checking the date and quantity — templates pre-fill dates and quantities from the original note, which will be out of date.

• Saving a template before filling in Section B and C — a template with blank party fields is not useful.

• Not saving regularly used note structures as templates — if you create the same type of note more than once, a template will save significant time.