How does the SnowTrack workflow work?

SnowTrack manages snow removal work such as plowing, salting and shoveling. An admin sets the customer search radius in Settings›Mobile App›Snowplow tab. Field crews start and end each service from SnowTrack in the IndusTrack mobile app, and the office reviews and edits the records on the SnowTrack tab in IndusTrack.

1. Set up SnowTrack (admin)

1. Go to Settings›Mobile App›Snowplow tab. This sets the default for everyone; field employees see their own setting in the app under SnowTrack Options.

2. Set Customer Search Radius (miles): how far from their location field employees can search for customers.

3. Turn Allow Driver to Edit Radius on or off to let field employees change the radius in their app.

2. Work a service in the field (mobile app)

1. Tap the three horizontal bars at the top left and select SnowTrack.

   

2. Find the customer:

   • The app shows nearby customers within the search radius: 0.25 miles by default. Admins can change the default, and field employees can adjust it if permitted.
   • If several customers are in range, tap Select Customer and choose the right one.

   

   • If no customers appear, tap Locate Me.
   • To enter an address yourself, tap Search Location.

   

3. Tap Start Plow, or the button for the service you're doing.

   

4. Before you finish, tap Select Material, choose a material from the list and enter the quantity.

   

   

5. Add photos, site maps and notes as needed:

   

   • Tap the camera icon, then Attach Image, and choose Camera or Gallery. You can add several pre-service images, and post-service images once the service is complete.

   

   • Tap the folder icon to see site maps.
   • Tap the paper and pencil icon (Notes), type your notes and tap OK.

   

   

6. To add crew members, tap Manage Crew, then Edit Crew, turn on the switch next to each crew member and start the service.

   

   

7. Tap End Plow, or the button for your service, to complete it.

   

To see services from the last 24 hours, tap View History. It shows the customer name, start and end time, service type, and materials used with quantities.

To change the search radius in the app (if your admin allows it), open the app's settings and adjust Customer Search Radius under SnowTrack Options. When you open SnowTrack, the app searches for customers within this radius.

3. Review and manage records (office)

1. On the IndusTrack home page, click the SnowTrack tab. If it's grayed out, your company may not have access.

2. Check the dashboard. It summarizes plow, salt and sidewalk time for employees over a 15-day pay period. Each employee row shows:

   

3. To add a record for an employee, use either option:

   • From the employee list: click the employee's name, then Add New.
   • From the Actions button: click Actions›Add New SnowTrack Record, select the employee from the drop-down, then click Add New.

4. Fill in the record. Fields marked * are required.

   

   • Materials tab: click Add New Material, then select the material type and quantity.

   

   • Attachments tab: upload images with the Actions button.

5. Click Save Changes.

Other things you can do on the SnowTrack tab:

• Switch employee or dates: use the Field Employee drop-downs in SnowTrack Records and adjust the date range.

  

• Edit a time entry: click the three dots next to the entry and select Edit.

  

• See completed work: click Actions›View Completed Snowplow. Records are shown by week or by month, matching the invoicing period set under Company Settings›Invoice.

  

• Hide materials from the app: click Actions›Manage List of Materials and turn materials off.

• Fix a record conflict: click Has Conflict Records, click the red message Records conflict has been detected. Needs to be resolved., click the three-dot menu and choose Edit, enter the missing time and click Save Changes.

For reports on SnowTrack work, see SnowTrack report.

Common questions