Skiptastic platform help
Skiptastic Platform Help
Clear, referenceable instructions for every major Skiptastic feature, with contextual Help links from inside the platform.
Daily work
Today dashboard
See what needs attention first and open the exact list needed to deal with it.
Open these instructionsSearch everything
Find a customer, job, booking, invoice or skip from one search box.
Open these instructionsCreate a phone booking
Add a customer and operational job while they are still on the telephone.
Open these instructionsQuotes
Prepare a price without creating live operational work, then convert an accepted quote once.
Open these instructionsBookings inbox
Review online and telephone bookings before they progress through the working day.
Open these instructionsPlan jobs and driver runs
Allocate jobs, drivers, vehicles and compatible skips, then order each driver's run.
Open these instructionsCollection and exchange requests
Review requests submitted in a customer account before turning them into approved work.
Open these instructionsCustomers and fleet
Customers and sites
Keep each account, contact, delivery site, terms, prices and history together.
Open these instructionsLive fleet map
See working driver positions and the latest recorded position of physical skips.
Open these instructionsCustomer booking-page builder
Control the public booking page customers see and publish deliberate changes.
Open these instructionsNumbered skips
Give every physical skip a unique identity and keep its availability and movements accurate.
Open these instructionsInvoices, payments and waste records
Create retained commercial and compliance records from the work that actually happened.
Open these instructionsInvoice and payment records
Review invoices created from completed work, issue stable documents and keep payment or credit status accurate.
Open these instructionsWaste transfer records and PDFs
Complete the structured waste movement first, then issue a stable PDF without inventing classifications or registrations.
Open these instructionsPhotos, signatures and proof files
Find private job or vehicle-check evidence and verify its customer, vehicle and driver context.
Open these instructionsVehicle checks and defects
Configure checks, review evidence and keep safety-critical defects visible until resolved.
Open these instructionsOpen vehicle defects
Keep reported vehicle problems visible, record the corrective action and return a vehicle only when it is genuinely safe.
Open these instructionsVehicle check history and evidence
Review each driver-submitted daily check with its mileage, answers, signature and required defect photographs.
Open these instructionsVehicle maintenance history
Record completed services, MOTs, inspections, repairs and costs against the right vehicle, with the next due reminder.
Open these instructionsSetup and control
Start your 14-day free trial
Confirm the invited work email, create the skip company’s secure owner account and see exactly what is included before setup begins. The 14 days start after email confirmation.
Open these instructionsOperator sign-in and account recovery
Sign in with a one-time email code, or use the retained password option for an older or private Test Lab account.
Open these instructionsSet up your company
Complete the five guided steps, then add anything still needed before the first real job.
Open these instructionsPricing, messages and templates
Review customer requests, special prices and notification wording from one organised area.
Open these instructionsOperational attention checks
Run and review useful exception checks for overdue hire, unpaid invoices and other work that needs office action.
Open these instructionsCustomer messages and delivery history
See whether a customer message is waiting, held for review, sent, failed or cancelled.
Open these instructionsCustomer-agreed product pricing
Save a deliberate customer-specific price so repeat phone bookings use the agreement without retyping it.
Open these instructionsOperational message templates
Edit customer email wording in one place while keeping delivery status and future channel choices truthful.
Open these instructionsDriver vehicle-check checklist
Keep the driver's daily checklist short, relevant and explicit about which failed items are safety critical.
Open these instructionsCompany setup
Set up the depot, products, waste, service areas, skips, drivers, vehicles, payments and customer links.
Open these instructionsProducts, prices and availability
Control the skip choices, images, prices, hire periods and booking capacity shown to office staff and customers.
Open these instructionsAccepted waste and EWC details
Define the waste choices your business accepts and carry the selected description and code into operational records.
Open these instructionsService areas and postcode pricing
Limit online requests to the postcode areas you serve and apply a clear delivery-area surcharge where needed.
Open these instructionsNumbered skip records
Keep the identity, condition and home depot accurate for every physical skip your team uses.
Open these instructionsDepots and operating yards
Add each operating yard so jobs, drivers, vehicles and skips can be planned against the correct depot.
Open these instructionsDrivers, PINs and vehicles
Create driver access and add the vehicles needed for jobs, with clear instructions for private PINs and home depots.
Open these instructionsConnect online customer payments
Connect the skip company's own Stripe account and verify payment readiness before offering card checkout to customers.
Open these instructionsCustomer links and your book. address
Use the temporary setup links for testing, then connect the company-owned address included with every package.
Open these instructionsReports and attention lists
Use recorded operational data to find work needing action and understand performance.
Open these instructionsAccount, billing, team and security
Manage the subscription, staff access, depot scope and your own sign-in security.
Open these instructionsSkiptastic subscription and billing
Review the Skiptastic trial or subscription without confusing it with customer payments received by the skip company.
Open these instructionsAccount notifications
Review company-account notices without assuming that an on-screen alert was also sent by email.
Open these instructionsTeam roles and depot access
Invite staff with the smallest role and depot scope they need, then remove access promptly when responsibilities change.
Open these instructionsEmail-code and account security
Use one-time email codes safely and understand the retained password controls for older or private accounts.
Open these instructionsImportant change history
Find who performed an important action and when, without editing the evidence.
Open these instructionsIntegrations
See which accounting and DEFRA services are genuinely connected, inactive or still awaiting approval.
Open these instructionsMobile and self-service
Skiptastic Driver App
Sign in, follow the assigned run, report progress and return the required site evidence.
Open these instructionsCustomer portal
Let an authorised customer review their work and request a collection or exchange.
Open these instructions