Create a Snow Per Inch Proposal

Create Items

Create Item Group

Create a Snow Per Inch Proposal

Complete Snow Per Inch Visit

 

Create Items

Create items for each depth range you charge for. 

 

Create Item Group 

  1. Navigate to Purchases > Items > Items
  2. Click New
  3. Fill out Item Group
  4. +Add Items
    *Note: Leave Quantities at 0 for crew to fill in the Quantity after service is complete.

  5. Save & Close

 

Create a Snow Per Inch Proposal

  1. Create Proposal 
  2. Add Details: Customer, Job Name, Operation, Visit Location
    *Note: The Job Name will carry over when renewing recurring services. We recommend keeping the Job Name generic by using the default options of Client/Company Name or Billing/Visit Location. We do not recommend including the year.
  3. Add Location 
    Enter address in Visit Location field, address options will populate to select. 
    *Note: If visit address is the same as the billing address, select 'Use Billable Location' to fill in address.
  4. Is this a one-off job or recurring?
    Select Recurring
  5. Add Start Date & End Date
    This will determine when the visit and invoice schedules start and end. Typically this will match your season.
    Example: We offer Snow Plowing throughout the winter months, so my Start date is November 1 and my end date is March 31.
  6. Do you invoice every visit or on a fixed schedule?
    Select Per Visit
  7. Visit Frequency
    Select On-Demand, no visits generated at Job creation
    Example: Visits for crews are generated ad-hoc after a job is created.
  8. Estimate
    1. Select +Add Item Group
    2. Select your snow removal Item Group from the Item drop down.
    3. Fill out individual Items:
      *Note: Leave Quantities at 0 for crew to fill in the Billable Quantity after service is complete.
  9. Go to Map & Notes 
    Add Map pins & Notes for customers and team. 
  10. Additional Options
    Add Discounts, or Prepay
  11. Select Save & Close

 

Complete Snow Per Inch Visit

Crew

After the crew member completes the Job:

  1. On the Complete Work page, the crew member will drop down the Verify Quantities tab.
  2. Crew member will enter Actual Quantities by adding in the inch range.
    Example: If there was a 5inch snowfall plowed, they would add a 1 by the Plow 3.1-6" item
    Screenshot 2024-04-12 at 10.25.10 AM.png
  3. When finished, click Complete

 

Billing

Go through completed visits/jobs to confirm all costs and billable items are correct. Confirm materials, expenses, equipment, labor and service items have correct quantities, costs and prices.

  1. Open Completed Jobs/Visits Page
  2. An Operator or Admin User will need to update the billable quantity for the selected pricing.
    Example: Since my crew added the Actual Quantity of 1 to the Plow 3.1-6" item, the billing/office team will update the Billable Quantity to 1 so the invoice is reflected accurately.
    Screenshot 2024-04-12 at 10.28.41 AM.png

  3. Once updated, Approve the visit and send the invoice. 
    Screenshot 2024-04-12 at 10.30.33 AM.png
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