Orders · updated 2026-08-08

How to create a delivery order in Dumpster Controls

A delivery order is the full package: dumpster reserved, invoice sent, driver tasks created. This is the standard way the office books a rental by phone.

1. 1

   Select the customer

   Under "Customer Information", use "Select Customer" and type in "Search customer name or company…". Pick a match, or click "Create New Customer" (also offered as Create "your text" when nothing matches). Selecting a customer auto-fills the delivery address from their record. A pencil icon lets you edit the customer without leaving the page. Optionally fill "PO Number (optional)".

2. 2

   Set the dumpster and price

   In "1. Dumpster Rental", choose the "Size". The smallest size is preselected and choosing a size auto-fills "Amount ($)", "Included Weight (tons)", and "Fuel Surcharge (FSC)" from that size's settings; all stay editable. Adjust "Tax (%)" and the "Qty:" stepper if the customer needs more than one unit.

3. 3

   Set the dates

   "Delivery Date" cannot be in the past. "Pickup Date" unlocks after it (tooltip: "Select a Delivery Date first") and cannot come before delivery. "Due Date" is the invoice due date. All three are required for delivery orders.

4. 4

   Enter the address

   Fill "ZIP / Postal Code" and the "Delivery Address" field (placeholder "Search address...") with Google autocomplete; city, state, and zip fill in automatically when you pick a suggestion.

5. 5

   Add driver guidance (optional)

   Write "Driver Instructions" ("Add drop-off instructions (e.g. gate #, placement spot)."), upload a "Photo", and use "Set dumpster placement on map" to pin the exact drop spot.

6. 6

   Choose the payment method

   Under "Select Payment Method", pick "Payment Link" (Stripe link sent to the customer), "Cash" (for cash, Zelle, check, and other manual methods, always free of platform fees), or "Card by Phone" (charge the card immediately). See the Invoicing & Payments manual for details on each.

7. 7

   Review and submit

   Check the "Invoice Summary", optionally edit "Note to Customer" (default "Thank you for your business"), and click "Create Delivery Order".

8. 8

   Confirm in the "Invoice Preview"

   A full invoice preview opens ("Review the invoice before sending to the customer."). Under "Delivery Options" set "Send via Email" recipients ("Add another email...", "Send admin copy"), "Send Text Message Notification" with the "Phone Number", and for payment links the "Card Fee Handling": "Customer pays fee", "Company absorbs fee", or "Split 50/50". Click "Confirm & Send".