Most small shredding companies run on one or two spreadsheets: a customer list, a route sheet, maybe a price list. That's a good starting point. You don't need to retype anything; you need one row per address you visit, with the details in columns.
One row per site
- Customer name (repeat it on each row when a customer has several locations).
- The service address: street, city, state and ZIP.
- How often you go, in your own words: "every other Tuesday", "1st Monday", "monthly on the 15th", "on call".
- What's there: container type and how many, like 3 x 64-gallon bins.
- The price per visit or per container, if it's special for that customer.
- Optional: account number, contact name, email and phone, billing address, notes.
Cleanups worth five minutes
- Put each piece of information in its own column (address in one, city in another).
- Spell each customer the same way on every row, so their sites end up together.
- Remove totals rows, blank title rows and notes typed below the table.
- If ZIP codes lost their leading zero in Excel (2134 instead of 02134), that's fine: Trakro puts it back.
Don't aim for perfect
Rows with a problem are listed with the reason, and you can fix them right in the preview. The good rows come in either way.
Then
- 1Start a free trial and open Import. Pick Everything in one spreadsheet.
- 2Upload the file or paste the rows, check the column matches and the preview, then import.
- 3Look at Check your import: addresses to confirm, sites without a schedule, customers with no one to email certificates to.
Let Trakro handle the paperwork.
Certificates, chain of custody and invoices, built from every stop.