Customer CRM
Store company details, contacts, drivers, vehicles, email addresses and order history.
Waste Management Platform
ServiceFlowOS — a bespoke CRM for green waste operations
ServiceFlowOS is a custom-built operational platform created for Gorsefield Farm Ltd to manage customers, vehicle movements, weigh-in and weigh-out records, Waste Transfer Notes, invoices and day-to-day green waste administration.
It replaces disconnected paperwork and manual calculations with one secure system, giving staff a faster and more reliable way to process each load from arrival through to final documentation and billing.
Built for green waste, recycling, transfer stations and operational waste businesses.
CRM • Weighing • WTNs • Invoicing • Automation
Platform overview
One system for every stage of the waste journey
Add a desktop screenshot showing the ServiceFlowOS dashboard, recent orders, weight totals or operational overview.
ServiceFlowOS dashboard screenshot
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The problem
Paper-based waste processing creates unnecessary admin
Green waste businesses often rely on handwritten notes, manual weight calculations, spreadsheets and separately produced invoices or Waste Transfer Notes.
This makes it harder to find historical records, introduces avoidable mistakes and creates extra work whenever a customer needs a copy of a document or an order must be checked.
✅ Customer details repeated across paper records
✅ Weights and charges calculated manually
✅ Waste Transfer Notes completed separately
✅ Invoices produced away from the order record
✅ Limited visibility of previous loads and activity
The solution
A purpose-built workflow from arrival to invoice
ServiceFlowOS brings the complete process into one secure CRM. Staff select or create the customer, record the vehicle and driver, enter the incoming and outgoing weights, and let the system calculate the chargeable tonnage.
The same order can then produce the branded Waste Transfer Note and invoice, keep a permanent audit trail and email the completed documents directly to the customer.
✅ Central customer and contact records
✅ Automatic net-weight calculations
✅ Configurable price per tonne
✅ Branded WTN and invoice PDFs
✅ Email and document history stored together
Platform features
Everything needed to process green waste orders accurately
ServiceFlowOS was designed around the real operational steps followed by the business, rather than forcing staff to work around generic CRM software.
Order management
Create and manage every incoming waste load using a clear, consistent workflow.
Weigh-in and weigh-out
Record the vehicle weight before and after unloading to calculate the net waste weight.
Automatic pricing
Apply an admin-controlled price per tonne, with optional order-level overrides.
Waste Transfer Notes
Generate uniquely numbered, branded WTN PDFs directly from the completed order.
Invoice generation
Create professional invoice PDFs using the same verified order and weight information.
Digital signatures
Capture signatures on-site and include them within the relevant operational documents.
Email automation
Email Waste Transfer Notes and invoices directly to customers with optional CC recipients.
Order workflow
Clear records for every vehicle and load
Each order connects the customer, driver, vehicle, incoming weight, outgoing weight, calculated tonnage, pricing, WTN, invoice and communication history.
Order and weighing screenshot
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Operational journey
From weigh-in to completed documentation
The system follows the same simple process staff use on-site, while removing repeated data entry.
1
Select the customer
Search existing customer records or create a new customer without leaving the order.
2
Record the arrival
Add the driver, vehicle, waste description and incoming vehicle weight.
3
Record the departure
Enter the outgoing weight after unloading and let ServiceFlowOS calculate the difference.
4
Calculate the charge
The system applies the configured price per tonne and creates the order total.
5
Generate and send documents
Create the WTN and invoice PDFs, store them on the order and email them to the customer.
Document automation
Professional WTNs without recreating information
ServiceFlowOS uses the verified customer and order data already held in the CRM to produce a consistent Waste Transfer Note, reducing duplicate entry and preventing mismatched records.
✅ Automatic WTN numbering
✅ Business branding and contact details
✅ Customer, vehicle and waste information
✅ Recorded weights and calculated tonnage
✅ Signature and audit information
Customer communication
Documents emailed straight from the CRM
Staff can send documents from the order using the business email address, attach the relevant PDFs and include additional recipients when required.
✅ HTML and plain-text email support
✅ PDF attachments
✅ Optional CC recipients
✅ Consistent branded messages
✅ Less manual downloading and forwarding
Business outcomes
A faster, clearer and more scalable operation
Less paperwork
Core operational records and documents are created digitally in one place.
Fewer calculation errors
Net weight and order pricing are calculated automatically from recorded figures.
Faster customer service
Staff can quickly find previous loads, WTNs and invoices when customers ask.
Clear audit history
Orders, documents, changes and communications remain connected and traceable.
Consistent documents
Every WTN and invoice follows the same branded structure and numbering format.
Built to grow
New reports, waste streams, integrations and compliance workflows can be added later.
Technical implementation
Custom PHP development built around the business
ServiceFlowOS is a secure, responsive web application with the CRM, order workflows, PDF generation, email service and business rules working together as one platform.
PHPMySQLCustom CRMDompdf
PHPMailerPDF automationRole-based access
Audit historyResponsive UIPWA-ready
Platform gallery
ServiceFlowOS screenshots
These image spaces are ready for screenshots from the live platform.
Customer CRMwasteflow-os-customers.webp
Waste Transfer Notewasteflow-os-wtn.webp
Staff Accesswasteflow-os-mobile.webp
FAQ
Common questions about ServiceFlowOS
What is ServiceFlowOS?
ServiceFlowOS is a bespoke waste management CRM combining customer records, operational orders, weighing, Waste Transfer Notes, invoicing and automation in one platform.
Can it calculate net waste weight?
Yes. Staff enter the incoming and outgoing vehicle weights, and the system calculates the net waste weight automatically.
Can it generate WTNs and invoices?
Yes. Branded PDFs can be generated from the completed order, stored against the record and emailed directly to the customer.
Can staff use it on mobile?
Yes. The interface is responsive and can be used from desktop, tablet or mobile devices.
Can it be customised for another waste company?
Yes. ServiceFlowOS can be adapted around different waste streams, pricing structures, documents, permissions, reports and compliance requirements.
Discuss your system
Need a bespoke CRM for a waste or operational business?
I design custom systems around the way a business already works — replacing paperwork, spreadsheets and disconnected tools with one clear platform.