Forum Discussion

Conrad's avatar
Conrad
Contributor 3
2 months ago

Summer 2 weekly/winter 4 weekly job scheduling

Wondering if anyone has ideas of how to setup/manage jobs on the schedule across winter & summer. We have a lawn and garden care business, most jobs are on a 2 week schedule during summer. And 4 week...
lawn care
scheduling
PMNVanessa's avatar
PMNVanessa
Contributor 2

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

 

  1. SCHEDULE
  2. MORE ACTIONS (RIGHT)
  3. VISITS (UNDER)
  4. 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. 

 

Conrad's avatar
Conrad
Contributor 3
2 months ago

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.