This article will list and describe what tools, tips, and key configurations are best fit to make your snow shoveling, plowing, salting/melting jobs, etc. successful.
Tips & Tricks
On Demand Jobs
Visits can be created at any point and as many times as needed throughout the snow season.
Learn more about On Demand Jobs here.
Route Memorization - Premier Tier Only
Makes scheduling easy by remembering your crew's snow route.
Learn more about Route Memorization here.
*Note: If you do not see Route Memorization, reach out to support to enable this feature.
Create one invoice for multiple visits - great for combining all visits for a month in one.
Learn more about CMBs here.
*Note: If you do not see Combine Billing Schedules, reach out to support to enable this feature.
Batch End Jobs
Batch End On-Demand Jobs allows the ability to filter your jobs down to only Unlimited jobs and end them in batch. Learn more about batch ending on-demand jobs here.
Enable Automatic Clock-In/Out in your account settings if your snow crews work over night.
See it in Action
Things to Note
- Prepay does not work when using unlimited visit occurrence
- Use generate visits, not add visits
- Limit the job range to one year or less, if possible. With the batch renew recurring jobs feature, it is easy to renew work a yearly basis, and this is recommended for optimal workflow.
Contact Support or your CSM if you have any questions.
Please sign in to leave a comment.