Yeti Menus and Descriptions

The following is a list of the features available in Yeti and a description of each. A printable version is located at the bottom of this document.

NOTE: Not all menu items are available to all users. Access is dependant upon assigned User Roles. For more information on the different User Roles, please click here.

 

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• Dispatch
  • The dispatch screen is the operation hub of Yeti
  • The dispatch screen allows Yeti users to see where each operator is at in terms of route progress. 
  • By clicking on the name of the operator or subcontractor company name in the dispatch screen, Yeti users can access site-specific operations information. 
    • This information includes site names, service times, geofence info, services performed, and before and after photos. 

• Routes
  • The “Routes” tab allows Yeti users to create and edit routes. 
  • Creating a route in Yeti essentially assigns a site to either an internal employee or a subcontractor. 
  • Routes will remain in the Yeti mobile app to be serviced by subcontractors until the route is archived, which may never be necessary.

• Sites
  • The “Sites” tab houses all of your sites in Yeti.  Sites can be edited by Admins at any time.

• Clients
  • The “Clients” tab houses owners of Yeti sites.  This can be thought of as a parent account. 
  • For instance, your company may service 50 McDonald’s locations.  All 50 locations will be included in the “Sites” tab, but McDonald’s will only be list once in the “Clients” tab. 
  • By listing a client in the Clients tab, the client then becomes selectable in any Yeti report or Dispatch filter.per visit, monthly)

• Services
  • Lists the type of work the operators/crew will be required to perform on a site (ie. Plowing, Salting, etc) how much is charged for that service, and the specific type of charge (ie. hourly, per visit, monthly)

• Equipment
  • While Equipment is not a mandatory tab in Yeti, any equipment asset can be listed in the “Equipment” tab. 
  • Once listed, the added equipment becomes selectable within the Yeti Snow Operator mobile app.

• Users
  • The “Users” tab lists those internal Yeti users who only work for your company (subcontractors are listed separately in their own menu). 
  • If you need to add a user to Yeti, you can do so by accessing the “Users” tab.  User information, such as alternate phone numbers, addresses, and hourly rates, can be stored in this tab.
    

• Sub-Contractors
  • The “Sub-Contractors” tab houses the company names of all your sub-contractors. 
  • To assign a route to a Sub-Contractor, a Sub-Contractor account must be created in this tab. 
    • Once a Sub-Contractor account is created, a company code will then be established for that Sub-Contractor. 
    • Company codes can be used to add operators quickly and easily to a Sub-Contractor’s yeti account.

• Service History
  • The “Service History” tab includes a visit-by-visit breakdown of services at each site. 
  • These reports include services, photos, notes, weather conditions, time on and off each site, and geofence breaks. 
  • These reports are most commonly used to verify services in question by clients, and to combat against slip-and-fall claims.

• Route History
  • The “Route History” tab breaks down services per user route. 
  • Route service records also include user breadcrumb trails.

• Shift History
  • The “Shift History” tab provides a broad overview of what was accomplished during each employee’s shift.

• Billing Report
  • “Billing Report” includes the amounts owed to you by your clients for services performed.

• Sub-Contractors Report
  • “Sub-Contractors” reports include the amounts that you owe to your subcontractors for services performed.

• Employee Timesheets
  • “Employee Timesheets” reports include the time-in and time-out, duration totals, hourly rates, and the amounts owed for each employee.

 

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If there are any questions, please contact Yeti Support (support@yetisnow.com).