Create Items

Create Items for each depth range you charge for.

Create Item Group

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

Create a Snow Per Inch Proposal

Create Proposal
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.
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.
Is this a One-off Job or Recurring?
Select Recurring
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.
Do you invoice every visit or on a fixed schedule?
Select Per Visit
Visit Frequency
Select On-Demand, no visits generated at Job creation
Example: Visits for crews are generated ad-hoc after a Job is created.
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.
Go to Map & Notes
Add Map pins & Notes for customers and team.
Additional Options
Add Discounts, or Prepay
Select Save & Close

For snow removal estimating and scheduling tools, see the Snow Best Practices article.

Complete Snow Per Inch Visit

Crew

After the crew member completes the Job:

On the Complete Work page, the crew member will drop down the Verify Quantities tab.
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
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.

Open Completed Jobs/Visits Page
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.
Once updated, Approve the Visit and send the invoice.