Give a customer their snow service log
Every storm, what was done at the property and when, in a PDF from the customer's page.
- Who can do this
- People with the View customers permission.
When a customer, a property manager or an insurer asks what you did and when, the answer is already written: the crew's taps during each storm.
- Step 1: Open the customer's page. The Snow card lists their contracts and this season's storms.
- Step 2: Click Season log to download the PDF: each storm, the time in and out, what was plowed, shoveled or de-iced and with what, the depth on the ground and the storm total.
Tip: The crew's photos are kept on each stop on the storm page.
The customer sees the same thing in their client portal under a Snow tab: their contract, each storm's visit, and the PDF. Reports has a Snow section too: storms, stops, salt and sand used, and what snow brought in by contract type.