Forum Discussion
Hi there! I am in a similar situation.
We do not offer any per push.
What I have done is I added tags to each Winter client
Examples:
2.5 CM, November 1st - April 30th , Plow, Salt Sand, Salt, Shovel
5 CM, November 1st - March 31st, Plow
2.5 CM, November 1st - March 31st, Plow, Salt Sand
I think I am going to set them up as Job (as needed) for 6 months or 5
I have made individual job sheets for each service.
ie. plow, salt sand etc.
Here are my brief notes that I have so far:
WINTER - JOBBER
- SCHEDULE
- MORE ACTIONS (RIGHT)
- VISITS (UNDER)
- AND CLIENT IS TAGGED “XXXXX” select which 2.5 etc etc etc
Winter notes:
List ie: PLOW - 123 Disney Lane
Start time when on site,
Take Before pictures
complete timer when done
Take after pictures
Fill out job sheet
“Complete job”
Winter:
Use “list view”
Winter “notes”
Plow - Winter 2024-2025
Salt - Winter 2024-2025
Salt Sand - Winter 2024-2025
Walkway Salt/Shovel - Winter 2024-2025
Hope this helps, I'm not exactly there yet but should have a better idea by next week.
- Conrad2 months agoContributor 3
Sounds like you have a bit going on at each property!
We also have multiple services at some properties, but we just create a job for each service which also helps us track the job times more accurately. But for us the extras are less often and more consistent year round, so hedge trimming may be 3 monthly. Liquids/granular product applications 6 or 12 monthly. I set those visits on a recurring schedule and it's fine.
Interested to see how you go with that method.
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