Scrap Metal · updated 2026-09-19

How to create a scrap metal order

A scrap order takes about a minute from the "Create New Order" page: pick the customer, say how the job works, leave "No charge" checked and confirm. No invoice is created and nothing is sent to the customer.

Before you start

  1. Open Create New Order and pick "Scrap Metal"

    In the sidebar click "Create New Order". Next to "Delivery Order", "Invoice Only" and "Estimate Only" there is a "Scrap Metal" card with a "Beta" pill: "Pick up scrap or place a container. Usually no charge." Click it. The card only exists while the line is on for your company.

  2. Choose the customer

    Search and pick the customer, or create a new one from the customer search.

  3. Say how the job works

    Under "How does this job work?" pick "Pickup only" ("One visit. We pick up the scrap, no container stays on site.") or "Drop off" ("A container stays on site until it is full.").

  4. Decide about charging

    "No charge for this order" starts checked: "Scrap jobs usually are not billed. Uncheck to invoice the customer." Leave it checked for a normal scrap job. Uncheck it and the price fields, the "Due Date" and the payment method come back, and the order follows the regular invoice flow. A charged scrap order needs an amount above zero.

  5. Fill in the "1. Scrap Job" section

    Pickup only: the "Size" is optional and the only date is the "Pickup Date", shown right beside it. Drop off: pick a "Size", a "Delivery Date" and, if you already know it, a "Pickup Date". The pickup date may stay empty until you know when the container will be full. Drop off also keeps the "Qty" control for more than one container.

  6. Add the address and instructions

    Type the "Pickup Address" and pick it from the autocomplete (city, state and ZIP fill in), set the placement pin if it helps the driver, and add "Driver Instructions" and an instruction photo.

  7. Confirm

    The right column shows a "Job Summary": "This order has no charge. No invoice is created and nothing is sent to the customer." Click "Create Scrap Order". A short dialog asks "Create scrap pickup for {customer} on {date}?" and repeats "No invoice is created and nothing is sent to the customer." Confirm. The toast reads "Scrap order #{number} created. No invoice was sent." and you land on the Dashboard.

What happens next

Troubleshooting

There is no "Scrap Metal" card on the Create New Order page.

The line is off for your company. Turn it on in Settings, Company, "Business lines" and the card shows up right away.

I get a missing fields error on a pickup only job.

Pickup only needs a customer, a "Pickup Date" and a "Pickup Address". Without a date the order would never reach a driver's queue, so the date is required. Size is optional.

I unchecked "No charge" and cannot submit.

A charged scrap order needs an amount above zero, a "Due Date" and, for drop off, a "Delivery Date". Fill them in, or check "No charge for this order" again.

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