Table of Contents
Setting up Recurring Jobs
First you will need to create a Recurring Job for each property that you will be doing snow removal for this season. Set the job to have a duration that will cover the entire snow season. When in doubt make the duration longer than you think it might need to be.
Set these Recurring Jobs with the visit schedule “As needed - we won’t prompt you”. This allows you to book visits as you need to.
You can think of the job as the contract to do the work, and the visits as the individual days when you or your team are doing the service.
Job Titles and Instructions
On the job, you can enter in a job title. You can use titles to differentiate types of jobs. For example, you can include the area of the city the property is in, or the level of snow in the job description. Later, when you are making visits, you can filter for jobs by titles and make visits for just those groups of jobs.
Fixed Price Billing - The client is invoiced the same amount per billing period, no matter how many visits you do. Eg. $1000.00 per month, regardless of how many visits are done.
Visit Based Billing Jobs - The client is invoiced based on the number of visits that are completed. Eg. 5 visits are done, and the price is $50.00 per visit. The client is invoiced $250.00.
On the job, you can add line items. These can also be used to differentiate types of job. Later you can search for jobs with a specific line item to make visits for just these jobs.
If you charge a client different rates depending on the amount of snow, you’ll want to make a job for each amount of snow. For example, if you charge one rate for under 6 inches of snow, and another rate for over 6 inches of snow, you would make 2 jobs. One job with the line item for under 6 inches, and one with the line item for over 6 inches. When you scheduling visits for this client, you can then select which job they fall under.
Tagging your Clients
You can also add Tags to your clients, then later create visits based off the tags. A common workflow is to tag clients by zones or areas of the city. For example, you can tag all clients in the “north” side of the city with a tag called “north”, or you can split your service up into different zones and tag your clients as “zone a”, “zone b”, “zone c”, and so on. This will allow you to quickly create visits for whichever area you need.
Creating New Visits
After you have set up your jobs, you can make visits for them when it snows. To schedule visits, go to any calendar view and click More Actions > Visits.
Once on the New Visits page, you can filter for jobs based on what is in the Job Description, Line Items on the job, and what the client is Tagged with. You can also filter by if there are 'incomplete' visits in the future.
On the left, all the jobs that match you filter settings will show up. Click 'All' to select all the jobs. You can also click on individual jobs on the left to select them, if you need. Then click 'Next' in the top right. You can then assign the users to these visits and finish making the visits.
The visits will then appear on the calendar.
You can make as many visits as you need for the same job. At the end of the season, the jobs will automatically close when they get to the end of their duration.
If you have any questions about your specific workflow, don’t hesitate to get in touch with the Success team!