Snow removal workflow

Overview

The snow removal workflow is designed for work where the service agreement exists before the exact visit dates are known. Create the recurring jobs first, organize them into searchable groups, and generate visits in bulk when service is required.

This workflow also works for storm response, seasonal cleanup, on-call maintenance, and other condition-based services.

Note

In this workflow:

• The job represents the service agreement for the property.
• A visit represents one date when the team performs the service.

Each property needs a recurring job that covers the complete service season.

The steps below use Fieldified’s current schedule and bulk visit creation workflow.

Set up recurring jobs for snow removal

1. Open Jobs.
2. Create a recurring job for the first property.
3. Select the client and service property.
4. Set the job start and end dates to cover the full season or contract term.
5. Choose As needed as the repeat pattern.
6. Add the service details, pricing, instructions, and billing schedule.
7. Save the job.
8. Repeat for each contracted property.

The as-needed pattern keeps the agreement active without generating visits before weather or service conditions require them.

See Create a recurring job for every job setup field.

Add job titles and instructions

Job titles help identify groups when creating visits.

Include details such as:

• Service zone.
• Route.
• Property type.
• Service tier.
• Snow-depth band.
• Priority.

Examples include Snow removal - North route - Under 6 inches and Commercial salting - Zone B.

Add job instructions

Add repeatable field instructions to each job:

• Areas to plow, shovel, or treat.
• Access and parking details.
• Salt or treatment requirements.
• Equipment requirements.
• Photo and checklist requirements.
• Client preferences.
• Safety hazards.

These instructions carry into the visits created for the job.

Set up your invoicing

Use the billing approach from the client agreement.

Fixed-price billing

Charge the same amount for each billing period regardless of how many visits occur.

Use this for a seasonal or monthly agreement with a fixed price.

Visit-based billing

Charge according to the completed visits.

Use this when each plowing, salting, or treatment visit has its own price.

Confirm invoice reminders and billing dates before the season begins.

Add line items

Select Add line item on the job and add the applicable products and services.

Line items can identify:

• Snow-depth pricing.
• Plowing.
• Sidewalk clearing.
• Salting or treatment.
• Equipment service.
• Emergency or priority service.

Line items can also be used as filters when selecting jobs for bulk visits.

Handle different snow-depth prices

When pricing changes by snow depth, create a clear service option for each price band.

For example:

1. Create a job or service configuration for Under 6 inches.
2. Create another for 6 inches and above.
3. Add the corresponding line item and price to each.
4. When creating visits, select the service band that matches the event.

This keeps visit selection and invoicing aligned with the conditions.

Tag your clients

Add searchable tags or grouping details that match how routes are dispatched.

Common groups include:

• North, south, east, or west.
• Zone A, B, or C.
• Commercial or residential.
• Plow route or salt route.
• Standard or priority.

Use a consistent naming convention across the client, job title, and line items so dispatchers can quickly isolate the correct work.

Create new visits

When service is required:

1. Open Schedule.
2. Select the action to create visits for existing jobs.
3. Set the visit date and time or mark the visits as anytime.
4. Filter the available jobs.
5. Select all matching jobs or choose individual jobs.
6. Continue to assignment.
7. Assign the team members or crews.
8. Review the selected jobs and visit details.
9. Create the visits.

The new visits appear on the schedule and remain connected to their original recurring jobs.

Filter the jobs

Narrow the job list using:

• Job title.
• Line items.
• Client or job tags.
• Service zone.
• Route.
• Property area.
• Existing incomplete future visits.

Check the filtered result before selecting all. Excluding jobs that already have a future visit helps prevent duplicate scheduling.

Select jobs

Use Select all when every filtered job needs service. Clear individual jobs that should be skipped for this event.

For a partial route, select only the required jobs. Review the client, property, job title, and service details before moving to the assignment step.

Up to 500 matching jobs can be displayed for review. Generate visits for up to 100 jobs in one batch. Narrow the filters and create additional batches when more than 100 jobs need service.

Create large groups in batches

For large service lists, create visits in manageable batches.

Batch by:

• Zone.
• Route.
• Crew.
• Priority.
• Service type.
• Snow-depth price band.

Filtering and batching make assignment easier and reduce scheduling mistakes.

Assign and create the visits

After selecting the jobs:

1. Continue to the assignment step.
2. Choose the team member or crew.
3. Confirm the visit date, time, and arrival window.
4. Review instructions and checklist requirements.
5. Create the visits.

Return to Schedule and confirm every batch appears on the correct day.

Route and dispatch

Review the new visits using day, team, and map views.

Organize the route by geography, priority, service type, and crew capacity. See Route planning from the schedule and Grouped team view.

Complete and invoice the work

After service:

1. Confirm the visits are completed.
2. Review timesheets.
3. Review notes, photos, and checklists.
4. Confirm visit-specific products and services.
5. Record expenses.
6. Follow the job’s invoice reminders.

Visit-based jobs use the completed visit details for billing. Fixed-price jobs follow their recurring billing schedule.

Open Invoices to review and create invoices.