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
💡 Leave Quantities at 0 for crew to fill in the Actual Quantity after service is complete. See Item Groups for full setup details (Active, Invoice as Group, Ratio Locked, Fixed quantity).
Save & Close
Create a Snow Per Inch Proposal
Add Details: Customer, Job Name, Operation, Visit Location
💡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.💡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.💡 Keep the Job range to one year or less if possible, and renew yearly.
Do you invoice every visit or on a fixed schedule?
Select Per VisitVisit Frequency
Select On-Demand, no visits generated at Job creation
Example: Visits for crews are generated ad-hoc after a Job is created.💡Use Generate Visits, not Add Visits, when scheduling.
Estimate
Select +Add Item Group
Select your snow removal Item Group from the Item drop down.
Fill out individual Items:
⚠️ Leave Quantities at 0 for crew to fill in the Actual Quantity after service is complete. The office then updates the Billable Quantity (see Billing below). See Actual vs. Billable for more on how the two work together.
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 5 inch snowfall plowed, they would add a 1 by the Plow 3.1-6" Item.
⚠️ If the Billable Quantity is left at 0, that line item will be $0 on the invoice. Always update Billable Quantities before approving.
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 the 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.