SnowTrack Workflow

Welcome to SnowTrack, a module in Industrack designed to manage snow removal services such as plowing, salting, and shoveling. SnowTrack helps track employee activities and streamline service management.

Getting Started

Setting Up Mobile Snowtrack general settings.

1. Access Settings
   • Navigate to: Settings > Mobile App > Snowplow Tab

2. Configure Settings

• Customer Search Radius (miles): Set the distance within which employees can find customers.
• Allow Driver to Edit Radius: Enable or disable the option for employees to adjust the search radius.

SnowTrack User Guide for Office Users

Accessing SnowTrack

1. Go to SnowTrack: In the Industrack dashboard, select the SnowTrack tab.
   • Note: If the SnowTrack tab is greyed out, your company may not have access to it.

SnowTrack Dashboard Overview

The dashboard at the top of the page summarizes total plow, salt, and sidewalk time for all field employees within a 15-day pay period.

Below, you’ll find a list of employees with key details:

• Status: Indicates if an employee is Off Duty, Plowing, Salting, or Working on Sidewalk.
• Company: Shows the client or company they’re working with.
• Location: Displays their current location.
• Progress: Tracks their total work hours.
• Record Conflicts: Highlights any incomplete timesheets. To resolve conflicts (e.g., working over 24 hours without clocking out), click on “Has Conflict Records.”

Manually Creating SnowTrack Record

There are two ways to create SnowTrack records.

A. Create a new record by clicking an employee name on the SnowTrack page.

1. Once you click an employee, it will take you to the SnowTrack Record’s page.

2. Inside the SnowTrack Record Page, click on the Add New button to open up the Add New pop-up page.

Add New SnowTrack Record

The Add New pop-up page has three tabs namely, Settings, Materials, and Attachments. Fill out all the required fields indicated with an asterisk mater (*). You can visit the other tabs before hitting Save Changes to finalize the record. The Save Changes will be greyed out if the required fields are not filled out.

Inside the Materials Tab, you will be able to add a variety of materials and also its quantity. Click on the drop-down to select the material type then put a value on the quantity. If you need to add another set of materials, click the Add New Material on the right corner of the page. Click on Delete if you wish to remove the material you added.

The Attachments Tab allows you to upload images. Click on the Actions button and select which of the image types you need to upload.

B. Create a new record by through Action button

While inside the SnowTrack Page, click the Action button then select Add New SnowTrack Record. it will take you to the SnowTrack Records Page, very similar to how you create a new record by clicking the employee name. The only difference is that the name of the employee is blank. To select a field employee, click on the drop-down list and it will display all the field employees.

Changing Field Employee and Time Period

Inside the Snowtrack Records page, you will find the time entries about the selected field employee according to the time period. You can change the time period by clicking on the start date and end date. If you need to change to another field employee, you don’t need to go back to the dashboard, you can simply select from the dropdown menu on the upper left as highlighted on the image.

Edit Time Entry

To edit a time entry of the field employee, click on the three dots located in the right corner of the entry. It will give you a pop-up that will allow you to edit the time entry.

View Completed Snowplow

To view all the completed Snowplow of each month click on Actions > View Completed Snowplow.

Manage List of Materials

Manage List of Materials that you want to show or hide from the drop-down when doing Snowplow.

Toggle Off the Materials you don’t want from your list on the mobile app. If a certain material is disabled from here, when doing a snowplow the material will not be available from the material dropdown list.

Mobile App Syncing

Before using the Mobile App, here are things you need to know about how the app syncing works.

How to Sync the mobile app.

If your mobile app isn’t syncing with the office system, follow these steps to troubleshoot and resolve the issue. There are a few common reasons for syncing problems:

• The app hasn’t been synced yet.
• The app is not up to date.
• Your phone is running low on memory.

If the data from the app is not syncing to the office side, here are the things we need to check before uninstalling and reinstalling the app.

Please note the following about app syncing behavior:

• If you close the Industrack Mobile App and lock your phone screen, syncing will stop.
• If the app remains open when the screen is locked, it should sync once you unlock your phone.
• Clearing the Industrack Mobile App from recent apps will also stop syncing.
• Background syncing will not function if the job details screen is open, even if the phone is idle or locked.
• Images are synced last, and a notification in the menu will display the number of unsynced images.

Important Setting to Check

Check if the “Sync Images only on Wi-Fi” option is enabled. If you are on mobile data, images will not sync unless this option is turned off.

To check:

1. Go to Settings > Mobile App.
2. Under General, look for Sync Images only on Wi-Fi.
3. If your team uses mobile data often, disable this option to allow syncing over mobile networks.

1. Check when was the last time the mobile app got synced.

Where to check when the app last got synced – There are two places where we can see the details of the last sync of the app. One can be seen in the mobile app dashboard just below your name.

Check when was the last time the mobile app got synced

Where to check when the app last got synced – Second, it can be seen in the mobile app settings under the Synchronization Option.

2. Check if the App is on its latest version

The current version of the app will be displayed here. Once a newer version of the app is available to download, a notice will be displayed in this area. Tap that notice to download the latest version.

You can also go to the App Store or Play Store, search for Industrack, and click on Update.

3. Types of Sync

• Manual Sync – is located at the top right of the main dashboard, it has 2 arrows in a circle shape. You can tap this if you want to manually sync your app to the server and you don’t have to wait for the app to be automatically synced.
• Full Sync –  this will get the latest update from the server and overwrite everything on the device. There will be a warning message once you tap full sync, tap Yes to continue.
• Delta Sync – will pull all the updates/changes from the server and will apply them on the app.

Snow Track Option

Adjust the customer search radius by miles here for Snow Customer, note that the value here is by Miles.

Once you set up a radius here, when you go to the Snowtrack Module, the app will automatically search for customers within the set radius.

SnowTrack for Field Users

To open SnowTrack, tap the three horizontal bars in the top left corner and select SnowTrack.

Inside the SnowTrack Page, the app will automatically detect and populate nearby customers within a 0.25-mile radius. If it doesn’t auto-populate, tap Locate Me.

Adjusting Search Radius: Administrators can change the global search radius in mobile app settings. Field employees can also adjust this setting if they have permission enabled.

Search Location

To manually search for a location, tap Search Location.

Start Plow

When the location is set, you can begin a service by tapping the relevant service button, such as Start Plow.

Add Materials

Before tapping End Plow to finish, add materials used and their quantities.

Add Material

In the Add Material page, choose from a list of pre-configured materials.

Add Images, Attachments, and Notes

After adding Materials, you can now take pre-image, access site maps by clicking the folder icon, or add notes by tapping the paper and pencil icon.

We can add the Post image once we are ready to End the Service.

Add Pre or Post Images

The inside of the Pre or Post Image page are the same, tap on the Attach Image button and it will let you choose what method you want to provide the image. Note that you can add multiple images.

You can choose to use the camera or access your gallery for the image that you want to insert.

By default, when you insert an image, its status is Not Synced. The image will sync once the sync cycle is finished.

If there is a reminder that shows Images will sync only on Wi-Fi is that it was set up in the settings to only sync images when using wifi. So when you are on Mobile Data images will not sync if this setting is enabled. Make sure to disable this setting if you always use mobile data while using the app.

Adding Notes

To insert notes, Tap on the Notes icon as highlighted on the image.

Type your notes here and click Ok.

End Plow

After everything is added, we can now end the service.

Manage Crew

If you are dispatched for a Snow Service and need more crew, you have the capability to add crew members in and out of the service through the Manage Crew button.

Once you get inside the Manage Crew Page, you will see all field employees assigned to the crew listed. If there are missing crew members on the list, tap on Edit Crew.

Toggle on the button beside your crew name and hit the Start Plow or whichever service you are doing.

View History

View History will have the list of all Snow Services that have been done in the past 24 hours.

The list of all Snow Services from the last 24 hours will be shown here with the details of which Customer, the Service that’s been done, The Start and End Time, and the Materials and quantity that have been added.