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