Dumpster Rental CRM + Live Dashboard (Digital Download)

Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.

Every rental, container, truck, landfill ticket and invoice in one place, with availability and margin you can see at a glance.

Made for roll-off dumpster rental companies. See which sizes are free for the next two weeks, run the day's deliveries and pickups by truck, and catch rentals that were billed less than they should have been. The live dashboard shows revenue, utilization, revenue per container, margin per rental, landfill cost per ton, hauls per truck-day, money owed and what needs attention today.

What's included

• Dumpster Rental CRM + Live Dashboard - BLANK.xlsx (ready for your data)
• Dumpster Rental CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
• Access card (PDF) with setup steps and a QR code to your live dashboard
• Live online dashboard for phone, tablet or computer
• 3 team seats: you plus 2 teammates

What it does

• Rentals with size, container, truck, delivery and pickup dates, tons, overage and extra days, with a rental total that figures itself
• 14-day availability by size, color coded, with a running-low alert and the date it runs low
• Dispatch board for today and the next work day, grouped by truck, with Call and Map buttons, plus a driver run list to copy
• Billing check: rentals billed less than their total, and extra-day charges building on rentals still out
• Utilization and revenue by size, idle containers, and quotes turned away because no container was free
• Landfill cost per ton by facility, margin per rental by size and overweight share
• Seasonal monthly revenue goals plus goals for utilization, margin per rental, hauls per truck-day and landfill cost per ton
• Contractors gone quiet, with a check-in message to copy or open in your own email app (nothing is sent automatically)
• Invoices with AR aging and days to pay

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Dispatch Board, Rentals, Fleet & Utilization, Landfill & Margins, Customers, Invoices & AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a rental with no delivery date, the dashboard tells you.

Team seats

Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.

How it works

1. Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
2. Go to buckeye-planners.web.app/pro-crm-dumpster-rental and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
3. Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
4. Tap Team to add teammates by email. They sign in with that email and see the same dashboard.

Good to know

• Room for 2,000 rows per tab.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
• One-time price, no monthly subscription.
• Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
• Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,000).
• Digital download only. No physical item is shipped.
• Sample names and numbers are made up.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.