SnowTrack Workflow

Welcome to SnowTrack

SnowTrack is a module in Industrack that helps manage snow removal services like plowing, salting, and shoveling. It also tracks employee activities and simplifies service management.

Getting Started

Setting Up SnowTrack

1. Access Settings
   • Go to Settings > Mobile App > Snowplow Tab
2. Configure Settings
   • Customer Search Radius (miles): Set how far employees can search for customers.
   • Allow Driver to Edit Radius: Enable or disable employees from changing the search radius.

Using SnowTrack (Office Users)

Accessing SnowTrack

• Open Industrack Homepage > Click SnowTrack Tab.
• If the tab is greyed out, your company may not have access.

Dashboard Overview

The dashboard summarizes plow, salt, and sidewalk time for employees within a 15-day pay period.

Employee List Includes:

• Employee ID
• Employee Name
• Status: Off Duty, Plowing, Salting, or Working on Sidewalk.
• Company: Shows the client they are working with.
• Location: Displays current location.
• Progress: Tracks total work hours.
• Record Conflicts: Lists issues like missing clock-outs. Click “Has Conflict Records” to fix them.”

Creating a SnowTrack Record

There are two ways to create SnowTrack records.

Option 1: From Employee List

1. Click an employee’s name in SnowTrack.
2. Click Add New.

3. Fill in required details (* fields are mandatory).

4. Use tabs for:

• Materials:
  • 1. Go to the Materials tab.
  • 2. Click “Add New Material”.
  • 3. Select material type and quantity.

• Attachments: Upload images via the Actions button.

5. Click Save Changes.

Option 2: From Actions Button

1. Click Actions > Add New SnowTrack Record.
2. Select an employee from the dropdown list.
3. Click Add New and fill in details.
4. Save the record.

Managing SnowTrack Records

Changing Employee & Time Period

• Use the Field Employee dropdown menus in SnowTrack Records to switch between employees. Adjust date ranges.

Editing Time Entries

• 1. Click the three dots next to an entry.
• 2. Select Edit.

Viewing Completed Snowplow Records

• 1. Click on the Actions dropdown.
• 2. Select View Completed Snowplow to see all completed jobs for the month.

Managing Materials List

Hide materials from the mobile app by toggling them off in the materials list.

Mobile App Syncing

Troubleshooting Sync Issues

If the mobile app is not syncing with the office system, check:

• The app hasn’t been synced yet.
• The app is outdated.
• The phone has low memory.

How Syncing Works

• Closing the Industrack Mobile App and locking the screen stops syncing.
• Keeping the app open while locked allows syncing when unlocked.
• Removing the app from recent apps stops syncing.
• Syncing won’t work if the job details screen is open.
• Images sync last, and the app will notify you of unsynced images.

Checking Sync Settings

• If images aren’t syncing, check:

1. Settings > Mobile App > General > Sync Images only on Wi-Fi.
2. If using mobile data, disable this option to sync images over mobile networks.

Checking Sync Status

1. Last Sync Time:
   • Mobile App Dashboard – Below your name.

Updating the App

• The current version is displayed in the App Settings.

• If an update is available, a notice will appear. Tap it to download.

• You can also update manually via the App Store or Google Play Store by searching for Industrack and selecting Update.

Types of Sync

• Manual Sync: Tap the two circular arrows on the top right of the dashboard to sync immediately.
• Full Sync: Fetches the latest data from the server and overwrites local data.
  • Tap the three horizontal bars in the top left corner.
  • Select Settings.
  • Tap on the Sync icon.
  • A warning will appear—tap Yes to proceed.

SnowTrack Settings

• Adjust the Customer Search Radius (in miles) under SnowTrack Options.

• When you open SnowTrack, the app will automatically search for customers within this radius.

SnowTrack for Field Users

Accessing SnowTrack

• Tap the three horizontal bars in the top left corner.
• Select SnowTrack.

Finding Customers

• The app automatically detects nearby customers within 0.25 miles.
• If multiple customers are in the search radius, tap Select Customer to choose the correct customer
• If no customers appear, tap Locate Me.
• Admins can change the default search radius, and field employees can adjust it if permitted.

Manual Location Search

• Tap Search Location to enter an address manually.

Starting a Service

• Select a customer.

• Tap Start Plow or the relevant service.

Adding Materials

• Before finishing the service, tap Select Material.

Adding Materials

• Select a material from the pre-configured list and enter the quantity.

Adding Images, Attachments, and Notes

• Tap the camera icon to add pre-service and post-service images.

• Access site maps by tapping the folder icon.

• Add notes using the paper and pencil icon.

• Once the service is complete, you can add post-service images.

Uploading Pre & Post Images

• Tap Attach Image and select:
  1. Camera to take a new photo.
  2. Gallery to upload an existing image.

• Multiple images can be added.

• Images are marked Not Synced until the next sync cycle is completed.

• If images only sync on Wi-Fi, check settings to allow mobile data syncing.

Adding Notes

• Tap the Notes icon.

Adding Notes

• Type your notes and tap OK.

Ending a Service

• After adding all necessary information, tap End Plow (or the relevant service) to complete the job.

Managing Crew

• If more crew members are needed, tap Manage Crew.

Managing Crew

• The Manage Crew Page lists assigned employees.

• To add missing members, tap Edit Crew.

• Toggle the switch next to the crew member’s name and start the service.

Viewing Service History

• Tap View History to see past services from the last 24 hours.

Viewing Service History

This shows:

• Customer Name
• Start and End Time
• Service Type
• Materials Used and Quantity