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
   
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.
   
   
   
3. Once updated, Approve the Visit and send the invoice.