← Return To Getting Started for Roll Off Containers

Summary

Phase Two of your Quick Start Implementation includes setting up your devices and capturing data.

This is your guide to getting started with TrackAbout's iOS/Android Application. But first, there are some pre-requisites you need to review before continuing with this guide.

Getting Started - Roll Off Containers (Dumpsters) - By this time, you should already be well on your way through this page which provides the steps for getting your system set up and configured to your particular needs. If you have not gone through Getting Started with TrackAbout please contact your OnTrack Implementation Specialist at Support@trackabout.com
Smartphone App --Have you downloaded the application yet? If not, you need to follow the Steps to get your devices ready for use.

Ready, Set, Go

Now that you have completed the pre-requisites, it's time to start using your app. We'll take you through some basic instructions and show you how the Smartphone application can be used.

Log into the TrackAbout app

On the mobile device, start the TrackAbout app by clicking the TrackAbout icon.

Login using the username or email address, and your password sent to you in your welcome email

Menu and Basics

You are now logged in. The main action menu is displayed.

Note that your screen might differ from what is shown here.

Tip Swipe right to display other action menu(s).

In the header of the app, you will always see two icons:

Hamburger menu (three stacked lines) - This gives you access to the Asset Search, app settings and other features
Synchronization - this button allows you to sync your app with your TrackAbout website. This pulls down the latest information from your website and also ensures any records currently on your devices are saved up to the site.

NOTE: You should be syncing your application at least on a daily basis to make sure you're working with the latest data from your TrackAbout system.

Track Your Containers

Registering Containers

Physical Registration - Barcode and Tag Placement Best Practices

A crucial part of the registration process includes affixing a tag/barcode to the container. Review Labels_for_Roll_Off_Containers_(Dumpsters) for best practices for selecting and placing Roll Off Container tracking labels can be found here.

Note: A physical barcode should not be applied to a container before the "Scan Asset Barcode" step below. This will ensure that all barcoded containers have correct and complete information collected as they are registered in TrackAbout.

Register Roll Off

(you may choose to call this action by another name) is used for registering assets in your system.

Optional Information: TrackAbout can insert custom screens to collect asset attributes.

Specifically for Chemical companies, your TrackAbout system will be automatically set up to capture

Manufacturer (If you need additional Manufacturers added to your option list, please contact support@trackabout.com)
Manufacturer Date
Last Test Date

When complete with all barcodes Tap Save in the upper right hand corner. Note When the action is saved, your device will provide visual and audible feedback.

If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.

Set Container Location

This allows you to set a container's location at one of your internal branches/facilities.

For instance, let's say that you have containers that are going to be moved from your main facility to a storage location or yard. Use the Set Container Location action to move that container.

Find Inventory

This allows you to search your inventory and find specific assets by filtering based on location and/or product code. Once the results are shown, it also provides easy access to an asset's details by selecting the asset from the list of inventory results.

Deliver Containers

The Delivery process is used to move your assets from an internal location to a customer location.

Customer Orders

You may choose to create Orders in TrackAbout for Container Drop Offs and Pick-ups. This is a great way to organize all of your customer orders and provide your drivers with information about where to go and what needs to be dropped off/picked up. Use the Add New Order page to get your orders in the system. The Add New Order wiki page gives complete information about how to create those orders.

Please Note, your customers need to be in the system before you can create orders for them. Review the information on Customers to create your customer accounts.

Once your orders are in the system, you can print out the Delivery Tickets report. This report provides your drivers with order information as well as Customer and Delivery number barcodes so that no manual entry is needed during delivery. This report is available to you on the TrackAbout website via the Custom Reports page.

Here is an example of how each delivery ticket will print:

To manage Orders that exist in the system, use the Order Planning page. This page will show you orders by intended delivery date and location. From here you can change dates, trucks and routes. You may also click into each individual order to change details just as ordered items and quantities.

Next, use the TrackAbout App to Drop Off and Pick up your containers:

Mobile Delivery Screens

You can also have an option to email the delivery receipt to your customer. Simply submit a request to Support@trackabout.com to enable the feature.

Dump / Empty Containers

Tracking when and what is emptied from your containers can be done with the Dump action. You'll have two Dump Options

Internal Location - this is used after a container has been returned and no longer needed by a customer
At Customer - when a container is being used by a customer, needs to be emptied and then returned to that same customer.

Dump action steps:

Tap Dump
Choose where you want your container to end up after dumping:
- Tap your internal location to return the container to your yard after completing the action
- Tap At Customer and choose a customer to set the container to a customer's location after completing the action
Tap Next
Scan the container and tap Done
Tap Next
Tap Dump, then tap Next
If you want to capture the tonnage dumped, or any notes, enter them here and tap Next
Tap Save to finish the action

Customer Audit

The Customer Audit functionality allows you to compare what TrackAbout thinks a customer has on balance to what is found physically on-site.

The TrackAbout app is used to scan all found assets at a customer location and then the TrackAbout website is used to reconcile the audit. See the page on Customer Audit for more information about this process.

NEXT: Reviewing Data

Now that you have started to capture data, it's time to review and utilize that data. Proceed to the next page to learn about TrackAbout tools and reporting as available on your TrackAbout website.

Continue to Reviewing Data - Roll Off Containers (Dumpsters) →

Capturing Data - Roll Off Containers (Dumpsters)

Contents