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Features & functions of our solutions


Administrators

  • Configure the quantity, engine hours and mileage for a refuel operation
  • Configure the mileage in kilometers or miles
  • Configure the fuel quantities in liters or gallons
  • Click on a route and view the number of locations, review per route and total distance per route in kilometers or miles
  • Create predefined jobs and integrate them to a service package
  • Specify if the post-inspection is mandatory for the entire fleet
  • Specify if the pre-inspection is mandatory for the entire fleet
  • Manage the post-inspection list for the entire fleet
  • Manage the pre-inspection list for the entire fleet
  • Manage the quantity settings of liquids put down on site in a service location (liters/gallons)
  • Create new users and assign roles
  • Determine the longitude and latitude of the starting point when looking at all online mapping
  • Set up the time zones
  • Set up the connection to the online payment gateway

Customer Service Representatives

  • Add or modify a driver comment on a given contract
  • Create service activities that are linked, or not, to a contract
  • Create damage cases
  • View all historical service activities per contract
  • View all service cases per contract

Dispatchers

  • Identify the occupants logged into each vehicle
  • Create, cancel, complete, assign, reassign prioritize and modify service activities
  • Track the progress of all service activities that are not completed or invoiced
  • List messages by truck, driver or timestamp
  • Track the response of each message sent to a truck or driver
  • Send a message with predefined answers to a truck or driver
  • Assign a default truck to a route
  • View the number of locations, revenue and total distance to complete per route
  • Create predefined jobs and integrate them to a service package
  • Enter an “Accumulation Entry” which will set off a “Trigger Event” threshold for contracts in service and create service activities in bulk
  • Select or deselect multiple “Trigger Events” to evaluate services to be completed for these events
  • View a Service Activity Situation report
  • View a route progress report
  • View and print a route list report
  • View and modify a marker status report

Drivers/Operators

  • Punch in and out at the beginning and end of each shift, as well as declare breaks.
  • Select the current vehicle upon log in.
  • Declare damage incidents, and attach pictures
  • Receive and answer a dispatcher free form message
  • View the assigned service activities in a list
  • View the assigned service activities on a map
  • Visually identify the prioritized service activities
  • View the list of service activities based on their priority, and by closest service address for unprioritized activities
  • Cancel a service activity that is in an “EnRoute” or “Arrived” status
  • Execute only one “EnRoute” or “Arrived” activity at a time
  • View a time and mileage meter when on an “EnRoute” or “Arrived” activity
  • View all service activities whether they are specifically assigned or not
  • Create and close an ‘on demand’ service activity on the premises when inside a client location
  • Close and open a service activity associated with a service address when located at that address
  • Be alerted when entering a service location, of all on-demand activities which are linked to that contract
  • View driver comments associated to a contract when entering a service location
  • View a list of all available routes
  • Select a route to display on the map, whether or not it is default, or already selected by another truck/driver
  • View the default route assigned by the dispatcher
  • Enter refueling activities with quantity, engine hours and mileage
  • Perform a pre-inspection and select the items which have failed
  • Perform a post-inspection and select the items which have failed
  • Indicate the amount of liquids, in liters or gallons, put down in a client location
  • Indicate the amount of snow fallen in a service area before starting the service
  • Indicate the amount of salt, in liters or gallons, put down in a polygon
  • Add billable services performed to a non mapped service address (fly job)

Maintenance Managers

  • View all maintenance activities per vehicle, date, priority
  • Complete and close maintenance requests
  • Set preventative maintenance intervals
  • Set pre and post trip inspection lists

Mechanics

  • Perform a vehicle inspection
  • Open a case against a vehicle
  • Schedule maintenance activities for a vehicle
  • Reopen a closed vehicle case
  • Close an opened vehicle case
  • Modify an opened vehicle case
  • View and search the list of cases related to vehicles

Office Managers

  • Configure taxes
  • Download the list of financial transactions in a spreadsheet to import in an accounting system
  • Apply payments to invoices
  • Send an invoice electronically
  • Print an invoice
  • Create a credit note and apply it against an existing invoice
  • Generate automatic invoices from completed service activities
  • Activate a contract proposal into a serviceable contract
  • View job costing/profit per contract
  • Manage all the standard products and services (costs and standard selling prices), such as salt, liquids, shovel, etc
  • Manage the list of vehicles
  • Manage and design routes on a map
  • Manage payroll with reports for attendance by employee, and date range.
  • Manage operations performance with many performance indicator reports.
  • Manage financial performance with reports that track profitability per contract and revenue by route.
  • Manage sales by tracking customer renewal ratios, by route

Salespersons

  • Download an Excel spreadsheet template to import a contact list with up to 10 service addresses
  • Import a contact list from a predefined Excel spreadsheet with a billing address and an infinite number of service addresses
  • Create a case against a contact or a contract (active or proposal) for a follow-up
  • Deactivate a contract without deleting it
  • Deactivate a service address without deleting it
  • Deactivate a contact without deleting it
  • Add a contact to an email blast list
  • Modify a service address
  • Modify a contact
  • Create a service address, with geocoding, linked to a contact
  • Create a contact
  • Renew a contract linked to a service address, individually or in bulk, with the ability to bulk change the prices for renewed contracts
  • Send a contract by email, individually or in bulk
  • Modify a contract while in a proposal state
  • Print a contract, individually or in bulk
  • Create a contract in a proposal state
  • Set up a contract with « Trigger Events », creating service calls to all contracts at or above the threshold entered by a dispatcher on any given snow event
  • Apply discounts to contracts when creating them in a Draft status
  • Set a contract to have a marker installation case created upon the contract activation, linked to the service address
  • View a list of all non-activated and non-refused contracts, sorted by the last date/time call, and create a call with notes (telemarketing).

Snowflake GPS Users

  • Valid proof of passage report & visual mapping for any Slip & Fall cases
  • Trace the progress on a specific route, for a specific period as an overlay on a map
  • Track the progress of each route in real time on a map
  • Track the location of all vehicles in real time
  • View the service history on any active contract for any date range
  • Create your client geocode (lot) viewed on Google Earth
  • Create your routes. Ex: snow or lawn routes viewed on Google Earth
  • View Proximity Report, to validate complaints about damages to property or view that the street was serviced with details
  • Create Geofence and view violations in detailed report
  • Stop History report to validate break times, start and end times, idling and more.
  • View Trip report per vehicle, see number of trips with mileage, date & time stamp and location with travel and stop time duration per trip.
  • Vehicle Usage reports, see which vehicle may be less used or vice versa. Making all vehicles more efficient in the field.
  • Create new user access to unique reports and vehicles.

Your clients

Through our client snow portal option, your clients can:

  • View pending and completed service requests
  • View historical servicing against a service address
  • View and print invoices
  • Pay invoices
  • View and print payments
  • Request a service
  • Request a new quote
  • Post a new damage claim
  • View, open and track claims
  • View and modify the driver comments to a service location