Getting Familiar with Your New Yeti Environment

The following information will assist you in familiarizing yourself with your new Yeti environment. This document displays what the screens of each menu looks like for a new subscriber.

Some menus are created with sample data added to them. This data allows new users and subscribers to test the functionality of the Yeti mobile app immediately. The mobile app was designed to be very intuitive and easy to use, so very little instruction will be required. This data can be archived (made ‘Inactive’) once training has been completed, or testing is no longer required.

For detailed description on each Yeti menus purpose, please click here.

Yeti Menus

>> Click ‘+’ below to expand sections.

>> Click on pictures to magnify.

**Dispatch – no activity or all routes approved**

**Dispatch – example of current and completed activities**

For more detailed information on Dispatch, please click here.

**Initial Sub-Contractors records view**

**Sub-Contractors view with example records**

**Initial Service History reports** **view**

**Service History reports** **examples**

**Initial Sub-Contractors** **Report view**

**Sub-Contractors Reports** **examples**

**Initial Employee Timesheets Report view**

**Employee Timesheets reports examples**

Clicking the menu toggle allows the left menu to be collapsed to allow for a larger viewing area of the selected screen. Clicking the icon again will re-display the left menu.

This collapse\display toggle appears for every Records and Reports Menu item.

Favorite Companies acts a ‘short cuts’, company picker screen. Each user is able to set and select their most commonly used Clients and\or Sub-Contractors for quick viewing.

For more information on how to set your Favorite Companies click here.

Clicking ‘‘ will reload the page you are currently viewing.

Reloading the page may be required in situations where there’s a notification of a Yeti software update, or if an expected change does not appear on the screen.

‘‘ leads to Yeti’s Support website, which has:

announcements of features added to Yeti environments
an extensive collection of instructional and reference documents on using Yeti Snow Management Software
Links to request assistance via email or for one-on-one meetings

NOTE: This link will be updated in the near future to include links to webinars and self-directed training.

‘‘ contains the menus related to global (Yeti wide) settings and configurations, and account (payment) settings.

‘Company’ lists the company’s billing contact(s) and the address to be used for billing.

The Yeti ‘Company Code’ is also located on this page. This code is used:

to identify the company for self-registration of its users
for initiating work contracts with other companies and with clients
for inquiries to Yeti administration regarding billing
for requesting assistance from the Yeti Support team

**Company code and billing information**

The Subscription page lists everything related the company’s subscription.

Subscription type (annual\monthy)
Subscription cost
Invoice Date
Billing history
Subscription options
Credit Card information
- If on a High Performance, monthly subscription, there is also an option to put the account into ‘off-season’ mode (click here for more information).

‘General Settings’ contains the following information which can be set:

Set units of measurements for Length, Area, Temperature and Currency
Set Seasons
Set whether you receive update notifications (for more information on this feature, click here)
Set Environment colours
- Top and left menu backgrounds and header texts
Set Sub-Contractors edit restriction by setting expiry period (for more information on this feature, click here)
Accounting software configuration
- QuickBooks integration (for more information on this feature, click here)
- Xero tax setting (for more information on this feature, click here)

**Yeti configurations available under ‘General Settings’**

API tokens are a secure way for two or more computer programs to communicate (ie transfer data) with each other. For detailed information on API Tokens, please click here.

The integration of Yeti with Salesforce is an example of the use of API Tokens. To view our documentation on this integration, please click here.

The notifications tab displays notices of Yeti events. Notices expire after 7 days.

List of Yeti event notification types:

Subscription issues
Subscription payment updates
User request to join Yeti to Approve or Deny
Notification of exported reports ready to be downloaded

The User Profile menu allows individual Yeti users to:

Update Account
- The information which can be updated are:
  - Name
  - Email
  - Country code and phone number
  - Timezone
Change Password
View Yeti’s Privacy Policy (Privacy and Terms)
- To review the policy, please click here.
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