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Waste and fleet operations photo

Self-serve and customer experience

Let customers book, pay, and self-serve without tying up your dispatchers

A branded self-serve portal where your customers schedule pickups, request containers, pay invoices, and track service history. Fewer inbound calls, faster cash, happier accounts.

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Haultro Revenue ops · SLA + billing Daily Live
Order-to-cash queueVerified work ready to bill
Updated after route closeout
Auto-billed 98.6%
AR aging $8.4k
Credits pending 3
Stripe payouts $14.9k
ProofSLACreditInvoicePayment
AI margin action

Route 12 is below cost. Merge 3 low-density stops into Route 7 to recover about $680/week.

ClientServiceProofAmountStatus
Oak Ridge Retail Commercial pickup Photo + weight $480 Ready
Mesa Builders Roll-off swap Scale ticket $1,280 Review
Parkside HOA Recurring route SLA met $940 Ready
North Yard Disposal overage Ticket #8842 $620 Ready
Customer portal operations photo for Haultro

Where Customer portal fits

01 Intake + 07 Bill is the operating context.

This page should not feel like an isolated feature sheet. It belongs to a role, a stage, a control, and an outcome in the Haultro operating spine.

OwnerEnd Client
ProblemCustomers call for updates, pickups, invoices, and disputes.
ControlDynamic pricing, SLA visibility, autopay consent, and payment rules.
OutcomeCustomers self-serve while the operator keeps the record in Haultro.
24/7
Self-serve booking and payments
Fewer calls
Routine requests move out of the office queue
Real time
Service status and ETAs from the same data drivers see
PCI DSS
Payments handled through a compliant processor

The challenge

  • !Dispatchers and office staff burn hours on phone calls for pickups, extra hauls, and account questions that customers could handle themselves.
  • !Customers call to ask where the truck is or whether their roll-off was swapped, and nobody can answer without radioing the driver.
  • !Invoices age out because customers have no easy way to view a balance or pay online, so AR collections fall to manual follow-up.
  • !One-off and extra service requests come in by text, email, and voicemail, then get lost before they reach dispatch.
  • !Multi-site and commercial accounts have no single place to see every container, address, and pickup across their locations.

What it does

  • Online booking for one-time and recurring service, with live availability tied to your routes and capacity
  • Self-serve payments and saved cards through a PCI DSS compliant processor, with autopay and stored balances
  • Container requests for delivery, swap, removal, and extra hauls that flow straight into scheduling and dispatch
  • Full service history with proof of service photos, signatures, weights, and dated invoices in one account view
  • Automated notifications for confirmations, day-before reminders, on-the-way ETAs, and completed service
  • Account management for contacts, addresses, service locations, and billing preferences across single or multi-site accounts

Inside the module

Every capability, included.

Branded customer portal on your domain with your logo, colors, and contact details
Online booking that respects your service calendar, route days, and zone coverage so customers cannot book what you cannot serve
Recurring service setup and edits, including frequency changes, holds, and seasonal pauses
Container request workflow for roll-off delivery, dumpster swaps, removals, and on-demand extra pickups
Self-serve payments with saved payment methods, autopay enrollment, and one-click invoice settlement
Live service status and stop-level ETAs sourced from the same routing and GPS data your drivers run
Service history timeline with proof of service photos, captured signatures, disposal weights, and downloadable invoices
Account-level views for commercial and multi-location customers covering every site, container, and pickup
Contact and address management so customers update their own details without an office ticket
Notification preferences across email and SMS, with TCPA-compliant consent capture for text messaging
Document access for invoices, statements, and service agreements in one place
Customer messaging thread that routes questions to the right team without exposing personal phone numbers
Mobile-friendly responsive design so customers can book and pay from a phone
Single sign-on friendly access and per-user roles for larger commercial accounts

Built for your accounts

One portal for residential, commercial, and multi-site customers

A homeowner setting up a one-time junk haul and a property manager overseeing 40 commercial containers need different things from a portal. Haultro serves both from the same system, scoped to what each customer is allowed to see and do.

Residential and one-time

Simple booking, a saved card, reminders, and a clear receipt with proof of service.

Commercial and recurring

Recurring schedules, extra-haul requests, and per-location billing visibility for accounts with standing service.

Multi-location and portfolio

A roll-up view across every site and container, with the ability to delegate access to on-site contacts.

Less office work, faster cash

Routine booking, swaps, and extra hauls move off the phones and into a queue dispatch can act on.

Self-serve payments and autopay shorten the gap between service completed and cash collected.

Service history with photos and signatures cuts back-and-forth on disputes and missed-pickup claims.

Customers answer their own where-is-my-truck questions from live status.

Connected across the platform

One source of truth.

Scheduling & jobs

Every portal booking and container request becomes a scheduled job, so dispatch sees the work the moment a customer submits it.

Billing & invoicing

Portal payments post against open invoices automatically, and customers can view statements and enroll in autopay to shorten your AR cycle.

Routing & dispatch

Live ETAs and service status shown to customers are pulled from the same routes and GPS feed your drivers follow, so what they see matches what is actually happening.

Driver app

Proof of service photos and signatures captured in Haultro Driver appear in the customer's service history the moment a stop is completed.

How it works

Adopting customer portal.

01

Invite your customers

Turn on the portal under your brand and send account invites. Customers set a password, confirm contacts, and add a payment method.

02

Customers book and request

They schedule recurring or one-time service, request containers, and submit extra hauls against your live availability and route days.

03

Requests hit dispatch

Every booking and container request lands as a scheduled job, so dispatch plans and routes the work without re-keying anything.

04

Service, proof, and payment close the loop

Drivers complete the stop, proof of service posts to the customer's history, the invoice updates, and the customer can pay online.

Standards & compliance

Built in, not bolted on.

PCI DSS for stored and processed card paymentsTCPA consent capture for SMS and customer messaging

FAQ

Questions, answered.

Can customers pay online and set up autopay?

Yes. Customers can pay open invoices, save a payment method, and enroll in autopay. Payments run through a PCI DSS compliant processor, and they post against the matching invoice automatically.

Do portal bookings reach my dispatchers automatically?

Yes. Online bookings, container requests, and extra-haul requests become scheduled jobs in Haultro the moment they are submitted, so dispatch sees them without any manual re-entry.

Is the portal branded to my company?

It runs under your brand with your logo, colors, and contact information on your domain, so customers experience it as your portal, not a third-party tool.

How does the portal handle multi-location commercial accounts?

Larger accounts get a roll-up view across every service location and container, with per-user roles so a corporate contact and on-site managers each see what is relevant to them.

What can customers see about their service history?

They can view a dated timeline of completed service with proof of service photos, captured signatures, disposal weights where applicable, and downloadable invoices, all in one account view.

Get started

See customer portal on your routes.

We'll tailor a demo to your fleet and the business you run.

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