Waste Transfer Notes, Matched and Audit Ready
Waste transfer notes arrive by email and Build Concierge files each against the right job, keeping your duty of care record complete.
When a waste transfer note or duty of care document arrives by email, Build Concierge reads it, matches it to the right job and files it automatically, so your legal waste record completes itself.
The problem
A waste transfer note is only useful if you can find it when it counts. Every time your engineers remove controlled waste from site and hand it to a carrier or tip, a note is created, and you are required to keep it. For hazardous waste the equivalent consignment note carries an even longer retention requirement.
In practice, these documents arrive by email and pile up. Someone has to read each one, work out which job it belongs to, and file it against that job. When it does not happen, the gaps are invisible until they matter, and then they matter a great deal. A client audit, or an Environment Agency request, turns into a search through inboxes for a note that should have taken one click to produce. With mandatory digital waste tracking coming in England, the pressure to keep clean, complete, matched records is only going up, not down. The note existed. It just was not filed where you could find it.
What the automation does
- It picks up the note. When a waste transfer note or duty of care document arrives by email, the workflow starts automatically.
- It reads the document. Build Concierge reads the PDF and pulls out the job reference it relates to.
- It finds the job. It matches that reference to the right job in your job management system.
- It files the note. It attaches the document to that job, visible to the office and, if you choose, the client.
- It flags what it can't match. If it cannot read a reference or find the job, it alerts your team straight away rather than letting the document slip through.
Matched, filed, audit ready
Every note is filed against the job it belongs to, in date order, ready to produce on demand, with a person alerted the moment one cannot be matched. Your duty of care record completes itself.
What you get
- A complete, matched waste record that builds itself as notes arrive
- Every transfer note against the right job, in date order, ready for audit
- No manual opening, renaming and filing of duty of care documents
- A flag on any note that cannot be matched, so gaps never go unnoticed
- Confidence heading into mandatory digital waste tracking
Ways to run it
Match on the job reference.
Where notes carry a job reference, the workflow matches on it for a precise result.
Read the document itself.
Where the reference sits inside the PDF rather than the email, Build Concierge reads the document to find it.
Set who sees it.
Choose whether filed notes are visible to the office only, or to the client as well.
Catch the exceptions.
Any note that cannot be matched is routed to your team, so the record stays complete.
What you need
- An email address, or forwarding rule, where waste transfer notes arrive.
- A job reference on the note or in the email that identifies the job.
- Your visibility preferences for filed notes.
The Build Concierge team configures the workflow with you and tests it against your real notes before it goes live.
Getting set up
- Tell us where your waste notes come from and how they reference the job.
- We build the workflow with you and test it against your real documents.
- We switch it on. Most businesses are up and running within days.
Why It's Worth Switching On
A waste transfer note only earns its keep if you can produce it on demand. Switching this on keeps every note matched to its job and filed in date order automatically, so your duty of care record is always complete. With mandatory digital waste tracking coming, it is a habit worth building now rather than later.
Common Questions
It flags the note to your team with the document attached, so a person can match it. Nothing is dropped.
Yes. Any duty of care document that arrives by email and references a job can be read and filed the same way.
It keeps your records complete and matched to jobs, which is exactly what you need as digital waste tracking becomes mandatory in England.
Notes are filed into your own job management system. Build Concierge does not store the documents.
Only if you choose. Visibility is set per your preference.
Yes. It files into whichever job management system you use.
Ready to keep your waste trail complete?
Get in touch with the Build Concierge team and we’ll set it up around the way you work.
More from the knowledge centre
Get alerts when purchase order lines change on invoiced jobs
When someone updates a purchase order (PO) line, Build Concierge checks whether the job it belongs to has already been invoiced. If it has, the people you choose receive an alert showing what changed, who changed it and links to the job and the PO. Your team can review the change while it's recent, rather than coming across it at month-end.
Turn emailed hire requests into hire contracts automatically
When a customer emails your hire desk, Build Concierge reads the request and any attachments. It then matches the customer, delivery site and equipment, and creates a hire contract in your hire management system. Your hire desk checks and confirms the contract instead of keying it in from scratch. Requests it can't match with confidence come to your team instead.
Automatically record SLA breaches against the right job stage
A service-level agreement (SLA) sets how quickly each stage of a job should happen, such as attending site or completing the work. When your job management system raises an SLA alert because a stage has run past its agreed time, Build Concierge finds that stage and flags it as a breach. The breach sits on the job, where your team can follow it up and report on it, rather than in an inbox.
Automatically score tenders before you decide to bid
When your team completes a tender assessment, Build Concierge totals the scores, applies the threshold you've agreed and saves a Bid or No Bid recommendation to the tender record. Your team still scores the tender and still makes the decision. The automation makes sure every assessment is added up and measured against the same bar.
Add approved leave to engineer diaries automatically
When a manager approves leave in your HR system, Build Concierge adds the absence to the right engineer's diary in your job management system, with the correct dates and absence type. Leave is still requested and approved in your HR system as it is today. Your schedulers see who's away before they plan the week, without anyone copying it across.
Flag high risk jobs as they arrive
Put jobs that need a closer look in front of the right person. Build Concierge scores incoming job notifications against your chosen risk factors, then flags jobs that reach your threshold and alerts the owner.
Get alerts when purchase order lines change on invoiced jobs
When someone updates a purchase order (PO) line, Build Concierge checks whether the job it belongs to has already been invoiced. If it has, the people you choose receive an alert showing what changed, who changed it and links to the job and the PO. Your team can review the change while it's recent, rather than coming across it at month-end.
Turn emailed hire requests into hire contracts automatically
When a customer emails your hire desk, Build Concierge reads the request and any attachments. It then matches the customer, delivery site and equipment, and creates a hire contract in your hire management system. Your hire desk checks and confirms the contract instead of keying it in from scratch. Requests it can't match with confidence come to your team instead.
Automatically record SLA breaches against the right job stage
A service-level agreement (SLA) sets how quickly each stage of a job should happen, such as attending site or completing the work. When your job management system raises an SLA alert because a stage has run past its agreed time, Build Concierge finds that stage and flags it as a breach. The breach sits on the job, where your team can follow it up and report on it, rather than in an inbox.
Automatically score tenders before you decide to bid
When your team completes a tender assessment, Build Concierge totals the scores, applies the threshold you've agreed and saves a Bid or No Bid recommendation to the tender record. Your team still scores the tender and still makes the decision. The automation makes sure every assessment is added up and measured against the same bar.
Add approved leave to engineer diaries automatically
When a manager approves leave in your HR system, Build Concierge adds the absence to the right engineer's diary in your job management system, with the correct dates and absence type. Leave is still requested and approved in your HR system as it is today. Your schedulers see who's away before they plan the week, without anyone copying it across.
Flag high risk jobs as they arrive
Put jobs that need a closer look in front of the right person. Build Concierge scores incoming job notifications against your chosen risk factors, then flags jobs that reach your threshold and alerts the owner.
Get alerts when purchase order lines change on invoiced jobs
When someone updates a purchase order (PO) line, Build Concierge checks whether the job it belongs to has already been invoiced. If it has, the people you choose receive an alert showing what changed, who changed it and links to the job and the PO. Your team can review the change while it's recent, rather than coming across it at month-end.
Turn emailed hire requests into hire contracts automatically
When a customer emails your hire desk, Build Concierge reads the request and any attachments. It then matches the customer, delivery site and equipment, and creates a hire contract in your hire management system. Your hire desk checks and confirms the contract instead of keying it in from scratch. Requests it can't match with confidence come to your team instead.
Automatically record SLA breaches against the right job stage
A service-level agreement (SLA) sets how quickly each stage of a job should happen, such as attending site or completing the work. When your job management system raises an SLA alert because a stage has run past its agreed time, Build Concierge finds that stage and flags it as a breach. The breach sits on the job, where your team can follow it up and report on it, rather than in an inbox.
Automatically score tenders before you decide to bid
When your team completes a tender assessment, Build Concierge totals the scores, applies the threshold you've agreed and saves a Bid or No Bid recommendation to the tender record. Your team still scores the tender and still makes the decision. The automation makes sure every assessment is added up and measured against the same bar.
Add approved leave to engineer diaries automatically
When a manager approves leave in your HR system, Build Concierge adds the absence to the right engineer's diary in your job management system, with the correct dates and absence type. Leave is still requested and approved in your HR system as it is today. Your schedulers see who's away before they plan the week, without anyone copying it across.
Flag high risk jobs as they arrive
Put jobs that need a closer look in front of the right person. Build Concierge scores incoming job notifications against your chosen risk factors, then flags jobs that reach your threshold and alerts the owner.