Features
Everything the office and the field need, in one system.
Nothing here is a placeholder screen. Each area works on the same live records, so a change in the office shows up on the truck and in the numbers.
Customers, properties and sales
- Customer records with contacts, billing terms, tags and complete history
- Property files with access notes, hazards, measurements and snow stacking instructions
- Leads with stages, follow-ups and conversion into customers
- Estimates priced from your own service catalog, with taxes and included/optional lines
- Seasonal and recurring agreements, price overrides and price history
- Approved estimates become jobs, a full project, or an agreement without re-typing anything
Scheduling, crews and the field
- Day, week and month calendar with unscheduled work ready to place
- Crew and individual assignment with capacity limits and conflict warnings
- Recurring visit schedules that generate work ahead without creating duplicates
- Route planning on a map, sequenced by site priority and shortest drive, with arrival estimates
- Mobile view for crews: today's stops, checklists, photos, time and issues reported from site
- Equipment and vehicles with assignment, maintenance records and usage
Snow operations
- Storm records with forecast depth and the trigger depth that starts clearing
- Snowfall measurements logged through the storm
- Priority clearing queue so critical sites are cleared first
- Plows, loaders, spreaders and sidewalk crews assigned per site with salt used and hours run
- Any selection of sites turned into a sequenced clearing route
- Per-push, seasonal, tiered-depth and time-and-materials pricing models
Projects and profitability
- Projects with agreed value, cost and hours budgets, and the visits that make them up
- Change orders with approval names that adjust the project value automatically
- Cost from recorded labour time, visit costs and purchases
- Margin, budget usage, invoiced and collected figures side by side
Billing and money
- Invoices from completed work, with protection against billing the same job twice
- Payments, part payments, reversals and voids with a full trail
- Receivables ageing by customer
- Expenses and purchases tied to jobs, projects and customers
- Role-based visibility so field staff never see pricing or cost
Setup, data and control
- Your own service catalog with pricing methods, durations and defaults
- Bulk customer and property import from a spreadsheet, with preview, matching and undo
- QuickBooks Online customer import and sync
- Staff invitations and six permission levels from owner to read-only
- Search across customers, properties, jobs and documents
- Activity history showing who changed what and when
See it with your own properties
We will walk your sites, services and crews through the system on a live call.