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Management Portal Overview

The SkipTrack Management Portal is your comprehensive control center for running a successful waste collection business. Whether you're managing a small local operation or a large enterprise, this web-based platform gives you everything needed to efficiently handle orders, customers, vehicles, staff, and business performance.

Dashboard Overview​

The main dashboard provides an at-a-glance view of your daily operations:

  • Today's Key Metrics: See your current orders, revenue, and performance at a glance
  • Revenue Trends: Visual charts showing your financial performance over time
  • Bin Availability: Real-time view of which bins are available for scheduling
  • Maintenance Reminders: Alerts for vehicle servicing and equipment maintenance
  • Important Announcements: Company-wide notifications and updates

Managing Your Operations​

Order Management​

Everything you need to handle customer orders from start to finish:

  • Easy Order Creation: Step-by-step process to create new orders - select customer, schedule pickup/delivery, choose bin type, specify materials
  • Two Ways to View Orders: Switch between a calendar view for easy scheduling and a detailed list for comprehensive information
  • Quick Search: Find any order instantly by searching order numbers, customer names, or addresses
  • Smart Filters: View today's orders, upcoming jobs, or filter by status to focus on what matters
  • Order Tracking: Monitor progress from initial booking through to completion
  • Runsheet Organization: Drag and drop to organize the order of pickups and deliveries for your drivers

Customer Management​

Keep track of all your customers and their service history:

  • Customer Profiles: Store complete contact information, service preferences, and billing details
  • Multiple Service Addresses: Manage customers with multiple pickup locations or sites
  • Service History: View all past orders and services provided to each customer
  • Contact Management: Keep primary contacts and emergency contact information up to date
  • Quick Order Creation: Start new orders directly from customer profiles

Fleet Management​

Vehicle Management:

  • Track your entire fleet with registration details and carrying capacity
  • Schedule and monitor vehicle maintenance to prevent breakdowns
  • Keep insurance information current with expiry reminders
  • Control which vehicles are available for scheduling
  • Assign drivers to specific vehicles

Bin Inventory:

  • Monitor how many bins you have available in each size
  • Track bin locations and availability for scheduling
  • Set pricing for different bin types and sizes

Materials & Waste Types:

  • Define what types of waste you collect (general waste, recycling, hazardous materials)
  • Set handling requirements and disposal procedures
  • Manage pricing for different material types

Managing Your Team​

Driver Management​

Keep your driving team organized and qualified:

  • Driver Profiles: Store personal details, contact information, and emergency contacts
  • License Management: Track commercial driving licenses and renewal dates
  • Vehicle Qualifications: Record which drivers are qualified to operate specific vehicles
  • Preferred Assignments: Set default truck assignments to optimize routes
  • Schedule Management: Control which drivers are available for work
  • Timesheet Tracking: Monitor driver hours and performance

User Access & Permissions​

Control who can access what parts of the system:

  • User Accounts: Create accounts for office staff, managers, and administrators
  • Role-Based Access: Set up roles like "Order Entry", "Fleet Manager", or "Administrator" with appropriate permissions
  • Flexible Permissions: Give users access only to the features they need for their job
  • Multiple Companies: Support for businesses operating under multiple company names or divisions

Mobile Device Management​

  • Track and authorize mobile devices used by drivers
  • Ensure only approved devices can access sensitive information

Reports & Business Insights​

Financial Reports​

  • Revenue Analysis: Track earnings over time with detailed breakdowns
  • Customer Value: See which customers generate the most revenue
  • Service Profitability: Understand which services are most profitable

Operational Reports​

  • Fleet Performance: Monitor vehicle utilization and efficiency
  • Driver Productivity: Track driver performance and hours worked
  • Maintenance Planning: Stay on top of vehicle service requirements

Business Settings & Configuration​

Company Setup​

  • Tax Configuration: Set up tax rates for accurate billing
  • Order Preferences: Customize how orders are created and processed
  • Invoice Templates: Design professional invoices that match your brand
  • Company Information: Maintain current business details and branding

Customer Communication​

  • SMS Notifications: Set up text message alerts for customers and drivers
  • Email Templates: Create professional automated emails for different situations
  • Notification Management: Control what messages are sent and when

Service Areas & Locations​

  • Depot Management: Set up your service depot locations for efficient route planning
  • Disposal Sites: Manage waste disposal and recycling facility information
  • Service Zones: Define different pricing areas for your service territory

Multi-Business Support​

For companies operating multiple waste collection businesses:

  • Separate Business Units: Keep data completely separate between different business operations
  • Easy Switching: Users can quickly switch between authorized business units
  • Independent Settings: Each business can have its own settings, pricing, and procedures
  • Consolidated Billing: Manage subscriptions and billing across multiple operations

System Administration​

For system administrators managing the entire platform:

  • User Oversight: Manage users across all business units
  • Subscription Management: Monitor and adjust business subscriptions
  • Usage Monitoring: Track system usage and performance
  • Platform Analytics: View usage statistics and system insights
  • System Announcements: Send important notifications to all users

Security & Access Control​

Your business data is protected with:

  • Secure Login: Each user has their own username and password
  • Permission Control: Fine-tuned control over who can see and do what
  • Automatic Protection: Users are automatically redirected if they try to access unauthorized areas
  • Data Validation: System prevents invalid data entry to maintain accuracy
  • Activity Tracking: Complete records of who did what and when

Mobile Integration​

The management portal works seamlessly with mobile operations:

  • Driver Mobile App: Your drivers use a dedicated mobile app that syncs with the portal
  • QR Codes: Generate codes that drivers can scan with their mobile devices
  • Real-Time Updates: Changes made in the portal immediately appear on mobile devices
  • Offline Capability: Mobile app continues working even when internet connection is poor

The SkipTrack Management Portal brings together all aspects of waste collection management into one easy-to-use system. Whether you're scheduling tomorrow's routes, tracking this month's revenue, or planning next year's fleet expansion, everything you need is at your fingertips.