CurbPOS Discovery Questionnaire

  • CurbPOS Discovery Form

  • Instructions:

    Please complete this form before your CurbPOS Kick-Off Call. It helps us configure your account so we can hit the ground running. Use the Save button at any time to save your progress we'll email you a link to return. If you do not have all the documents you need to upload before submitting, you can email them to help@curbwaste.com

  • Company Information

    Tell us about your business
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Upload a File
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    Choose a file
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  • Do you have a scale?*
  • Browse Files
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    Choose a file
    Cancelof

  • Operations

    Your team and operations
  • How would you like to provide your user list?*
  • Upload a File
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  • Do you haul materials to other facilities?
  • How would you like to provide your truck list?*
  • Upload a File
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  • How would you like to provide your Hauler list?*
  • Upload a File
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  • How would you like to provide your facilities list (where you haul the material)?*
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  • Settings & Configuration

    How your account will be configured

  • Prefixes

  • Fees & Taxes

  • Do you charge an Environmental Load Fee?*
  • Do you charge it to all customers?*
  • Do you charge a Fuel Surcharge?*
  • Do you charge a Credit Card Handling Fee?*
  • Do you charge Sales Tax?*

  • Tickets & Receipts

  • Do you print tickets for customers at the scale house?*
  • Do you enter service addresses on tickets?*
  • Do you want to display service address on printed tickets?
  • Which fields do you want to select on orders/tickets?*
  • Do you show pricing on printed tickets?*

  • Cash & Payments

  • Do you accept cash?*
  • Cash handling preference*
  • Do you require payment from COD customers before completing an order?*
  • Do you want to receive an email notification when a customer makes a payment?*

  • Other Settings

  • Do you track LEEDs?*
  • Are you RCI (Recycling Certification Institute) certified?*
  • Do you do outbound sales of materials? (e.g., gravel, mulch)*

  • Scale Integration

    Scale integration details
  • Do you plan to integrate your scale feed with CurbPOS?*
  • Does your scale emit an IP address, or have the ability to?*
  • Do you have a scale technician you work with?*
  • Do you have onsite IT support?*

  • Customers

    How you manage your customers
  • Do you have COD and On Account Customers?*

  • COD Customers

    Customers who are expected to pay at the scale house when they weigh out
  • For COD, do you use a generic customer record or create a customer profile?*
  • What information do you require from COD customers?
  • Payment methods accepted for COD customers*
  • Billing frequencies for COD customers*
  • Do any COD customers have custom pricing?*

  • On Account Customers

    On Account customers will receive an invoice based on your billing schedule and terms
  • What information do you require for On Account customers?
  • Billing frequencies for On Account customers*
  • Payment terms for On Account customers*
  • Do you offer custom pricing for On Account customers?*
  • Do you store driver information for On Account customers?*
  • Do you store truck and tare weights for On Account customers?*
  • Do you require these customers to weigh out if you store their tare weight?*
  • Do you print or email individual dump tickets for On Account customers?*
  • Do you invoice by project for any On Account customers?*
  • Do any customers or projects require LEEDs reporting on all orders?*

  • Orders & Tickets

    How you process orders at the scale house
  • Which services do you provide?*
  • Current scale house setup*
  • Do you maintain a cash register?*
  • Do you have order minimums?*
  • Do you require weights on all tickets, even for fixed items?*
  • Do you enter the material at weigh-in or weigh-out?*

  • Outbound Activities

    Outbound hauling activities
  • Do you use your own trucks, a third party, or both?*
  • Do you track the cost of hauling materials to other facilities?*
  • Is your cost tracked per ton, per load, or both?*
  • Do you store tare weights for your own hauling trucks?
  • Do you store tare weights when a third party is hauling?
  • Are you required to provide documentation to drivers or receiving facilities?*
  • Do you receive a dump ticket from the destination facility?*
  • Do you base you outbound weights on your facility or the destination?*

  • Products & Materials

    Your materials, products, and rates
  • How would you like to provide your materials and rates?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Do you track RCI categories for your materials?*
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  • Invoices & Payment Processing

  • Email Invoicing

  • Do you want invoices emailed from your company email address?*

  • Payment Processing

  • Will you be processing payments onsite at the scale house?*
  • Credit card terminal or hand-keyed entry?*
  • Do you want to accept ACH payments via Pay Now emails?*

  • QuickBooks Online

    QuickBooks Online integration
  • Do you plan to integrate QBO with CurbPOS?*
  • Do customer names match QBO display names?*
  • Do you use one general QBO product/service or is it material specific?

  • Billing & Accounting

    Your billing and accounting process
  • Do you email or mail Account invoices?*
  • Are you currently syncing invoices and payments to QuickBooks Online?*
  • Do you want to sync invoices and payments to QBO Manually or Automatically?
  • Do you allow customers to have credits on their account?

  • Data Migration

    Migrating your existing data
  • Will you be migrating your customer list to CurbPOS?*
  • Browse Files
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    Choose a file
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  • Do you need to clean up customer data before we import it?*

  • General & Logistics

  • Do you have a target go-live date?*
  • Target go-live date*
     - -
  • Do you have any firm deadlines with your current software? (e.g., contract expiry)
  • Are there days of the week you cannot meet?*
  • Do you operate on weekends?*
  • Preferred method of contact
  • Upload a File
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  • Should be Empty: