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Snow & ice management

The CRM built for a storm morning.

Daybook runs a snow and ice contractor end to end: a new job starts as a recurring contract, the trigger depth and the priority sit on the property before the first snowfall, the route opens on a map in the order you will drive it, and every push on a lot or a walk is logged on the phone — arrived, left, the work done, the photographs before and after. Completed visits become draft invoices, with GST/HST by province.

The job “James Rasmussen — Commercial lot” in Daybook, and its brief: “Work starts Monday, October 12”, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from) and suggested next moves.

The rules the trade lives under

Built around the paperwork a snow and ice contractor already answers to.

  • The record a slip-and-fall claim asks for

    The service log for lots, walks and salting records when the crew arrived and left, the work done, whether any hazard was left on site, and photographs before and after — with places for the snow depth, the temperature, the de-icer, how much and where. On Crew and up.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

  • GST/HST, by province

    The right GST or HST for the province on every invoice, and the Sales Tax report ready when filing season is.

Daybook names these so you can see where it helps. It is not a compliance product, and it is not a legal defence: the times, the depth and the temperature are typed by the crew, not stamped by a GPS or a weather feed, and it does not know your town’s snow bylaw. The log records what the crew wrote and photographed, the hazard assessment is yours to fill in, and your insurer and your province have the last word.

Three things that go wrong

The headaches every snow and ice contractor knows.

Someone fell on the walk on January 14

The claim arrives in April. It names a morning, a walkway and a time — and the only record is a driver’s memory of a night with seventy stops in it.

In Daybook The service log is one entry per push on a property the public walks on: the date, when the crew arrived and when they left, the weather, the work done, the de-icer — product, quantity and where — and photographs of the surface before and after.

Seventy driveways a night, and a form at every one

A tractor has six minutes a driveway. A long form at every stop is a form nobody fills in.

In Daybook A residential driveway gets the short log: in and out, what was done, the salt, and one required question — did anything go wrong — so the office hears about a clipped downspout the same morning, not in April.

A substitute driver at four in the morning

The regular driver is sick. The new one has never seen the property, the fire hydrant or where the snow goes.

In Daybook The property setup sheet is walked before the first snowfall: the trigger depth, the priority, where the snow gets piled, what to watch for — the curb, the sprinkler heads, a catch basin, the parking blocks — whether the markers are in, the gate code, and photographs of the property and its hazards.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The snow and ice toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — snow and ice gets its own language. The doors say Routes, Pushes, Call-outs and Properties & accounts; a new job starts as a recurring contract, not a one-off; the work is on the route and a visit is logged; and the drafts, the replies and the job summaries say trigger depth, push and clear, shovel and blow, salt, sand and ice melt, haul and markers the way a snow contractor does.

The call-out

A call-out becomes a visit. Then a place on the route.

Every call-out lands on one board with its service type — a seasonal contract, a commercial lot, a driveway, a salting — and one button: Schedule a visit. Walk the property before the season and quote the winter from your own price list; a new job starts as a recurring contract, because nobody plows a driveway once.

The requests board in Daybook: “Curtis Lindgren — Seasonal contract” and “Priya Langille — Commercial lot”.

The call-out

A call-out becomes a visit. Then a place on the route.

Every call-out lands on one board with its service type — a seasonal contract, a commercial lot, a driveway, a salting — and one button: Schedule a visit. Walk the property before the season and quote the winter from your own price list; a new job starts as a recurring contract, because nobody plows a driveway once.

  • The requests board in Daybook: “Curtis Lindgren — Seasonal contract” and “Priya Langille — Commercial lot”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Add to route, Head out, Log visit and Invoice.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • Six service types: seasonal contract, commercial lot, residential driveway, sidewalks & walkways, salting & de-icing, snow hauling
  • Anything that mentions a season, a winter or a contract is filed as a seasonal contract; a plaza, a store or a fire route as a commercial lot even when it also asks for walks and salting — sorted for you
  • Schedule a visit from the call-out — and plan the route from the same board
  • The trigger depth, the priority and the service window on the property’s setup sheet
  • The gate code and the access notes live on the property and show on every push
  • Requests from your website’s quote form land here as real call-outs, with the property address on them
Scheduling

Recurring contracts and route billing

Sold in October. On the route all winter. Billed without retyping it.

A snow job opens as a recurring contract, and the route opens on the map: every property numbered in the order you will drive it, with the run’s drive time and distance, and the order yours to change. Visits that repeat on a cadence go on the schedule and keep coming. When the month is done, Bill visits turns the completed visits into draft invoices — one per visit or one a month, as each job’s Billing card says.

Every push on the route, logged when it is done, and billed from the visits

Recurring contracts and route billing

Sold in October. On the route all winter. Billed without retyping it.

A snow job opens as a recurring contract, and the route opens on the map: every property numbered in the order you will drive it, with the run’s drive time and distance, and the order yours to change. Visits that repeat on a cadence go on the schedule and keep coming. When the month is done, Bill visits turns the completed visits into draft invoices — one per visit or one a month, as each job’s Billing card says.

  • A new job starts as a recurring contract; a one-off haul stays a single visit when that is what it is
  • The route opens on the map: stops numbered in driving order, drive time and distance, drag to reorder, or let it find the shortest run
  • Visits on a cadence keep themselves on the schedule; one you moved, skipped or finished is left as it is
  • A Billing card on a recurring job: what a visit bills, and whether the client gets one invoice per visit or one a month
  • Invoices → Bill visits: every completed visit not yet on an invoice, turned into draft invoices for you to review and send
  • What each property is sold on — a season, per push, per-inch tiers or time and materials — recorded on its setup sheet
Invoicing & payments

The price list

Priced by the push, the season and the bag.

A snow contractor quotes from a price list, not an estimator — so yours starts labelled: driveway, lot, sidewalk and salting visits, the second pass on the same storm, seasonal contracts for a driveway, a driveway and walks or a commercial lot, the monthly installment, per-inch tiers, hauling by the load, loader, plow truck and blower by the hour, rock salt, ice melt and sand by the bag, bulk salt by the tonne, driveway markers, the call-out and the after-hours premium. Your own prices go on it, and every quote and invoice reads from it.

Per push the visit, the season, the tier and the bag of salt — the way the trade is sold

The price list

Priced by the push, the season and the bag.

A snow contractor quotes from a price list, not an estimator — so yours starts labelled: driveway, lot, sidewalk and salting visits, the second pass on the same storm, seasonal contracts for a driveway, a driveway and walks or a commercial lot, the monthly installment, per-inch tiers, hauling by the load, loader, plow truck and blower by the hour, rock salt, ice melt and sand by the bag, bulk salt by the tonne, driveway markers, the call-out and the after-hours premium. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Per visit, seasonal, per-inch tiers, hauling and equipment with an operator, de-icers and materials, equipment, fees, disposal
  • Cost, price and markup beside each item
  • Quotes and invoices in a snow contractor’s words — approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The paperwork

Four sheets, written for snow crews.

A property setup sheet walked before the first snowfall. A service log for lots, walks and salting — the record a claim asks for. A short driveway log a driver can finish with the engine running. A season-end report that closes the contract. They attach themselves to the right jobs, and the season-end report will not let a seasonal contract close until the markers are answered for.

The checklists in Daybook: “Property setup sheet”.

The paperwork

Four sheets, written for snow crews.

A property setup sheet walked before the first snowfall. A service log for lots, walks and salting — the record a claim asks for. A short driveway log a driver can finish with the engine running. A season-end report that closes the contract. They attach themselves to the right jobs, and the season-end report will not let a seasonal contract close until the markers are answered for.

  • Property setup sheet: the trigger depths, the service window, the priority, what the property is billed on, where the snow is piled, what to watch for, driveway markers placed, the gate code, the after-hours contact
  • Service log — lots, walks & salting: the date, arrived and left, snow depth, temperature and conditions, the work done, the surfaces, the de-icer, how much and where, photographs before and after
  • Driveway log: in and out, the work done, the salt used, and whether anything went wrong
  • Season-end report: driveway markers collected, visits and salt for the season, damage or claims, renewing for next season
  • Attached to the right service types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Safety on site

The FLHA, filled in on the phone. Filed before the plow drops.

Pick the job and the property and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the logs and the photos, with no signal if it comes to that.

An FLHA in the crew app, “Plow the lot, shovel the walks and salt the steps”: the task with its hazard and its control, and the crew on site under it.

Safety on site

The FLHA, filled in on the phone. Filed before the plow drops.

Pick the job and the property and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the logs and the photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My pushes and More, and the pushes on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 10 active: “Brett Ferreira — Commercial lot” and “Greg Moreau — Residential driveway” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Plow the lot, shovel the walks and salt the steps”: the task with its hazard and its control, and the crew on site under it.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the crew on site
  • Clock-in and timesheets from the phone in their pocket
  • The service log and the driveway log filled in at the property
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Billed from the visits. Chased without a phone call.

A one-off haul or a single clear is invoiced the day it is done; a contract is billed from its completed visits, by the visit or once a month. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm.

A paid invoice in Daybook: WS-INV-0003, paid, $1,598.69.

Getting paid

Billed from the visits. Chased without a phone call.

A one-off haul or a single clear is invoiced the day it is done; a contract is billed from its completed visits, by the visit or once a month. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm.

  • Draft invoices from a month’s completed visits — one per visit, or one a month per contract
  • An invoice off a one-off job — offered the moment it is marked complete, quote or no quote
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • A card or Interac debit taken at the door on a Stripe card reader; cash and cheques recorded on the spot
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every driver, operator and shoveller has the app: the night’s pushes, clock-in, the FLHA, the logs, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 10 active: “Brett Ferreira — Commercial lot” and “Greg Moreau — Residential driveway” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My pushes and More, and the pushes on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Add to route, Head out, Log visit and Invoice.
  • The checklists in Daybook: “Property setup sheet”.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people in the trucks alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every driver, operator and shoveller gets the app.
Snow and ice tools A generic job form; the proof of a four-in-the-morning push is a driver’s memory. The route shape in a snow contractor’s words, contracts that start recurring, a service log with photographs before and after, a short driveway log, a season-end report, billing by the visit, and a labelled snow and ice price list.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A snow and ice site template on every plan, with a seasonal-contracts page and a quote form that mints a real request.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Snow and ice management runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a snow and ice contractor running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The snow and ice price list is already labelled, from the driveway visit to the tonne of bulk salt. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The snow and ice template is already written for the work, with a seasonal-contracts page — your photographs and your words go in, and the quote form drops requests straight into Daybook.

Questions snow and ice contractors ask.

Will the log hold up in a slip-and-fall claim?

It keeps what the crew recorded, per visit, on the job: when they arrived and left, the weather, the work done, the de-icer — product, quantity and where — and photographs before and after. The times, the depth and the temperature are typed by the crew, not stamped by a GPS or a weather feed, and whether that record answers a claim is for your insurer and your lawyer.

Do my drivers fill in a long form at every driveway?

No. The full service log attaches to commercial lots, sidewalks and salting. A residential driveway and a seasonal contract get the short log — in and out, the work done, the salt, and whether anything went wrong.

Does it send the route out when it snows?

No. The trigger depth is recorded on each property’s setup sheet for the crew to read; deciding that the route goes out is yours. What Daybook gives you is the route itself, in driving order, and a log for every push.

Does it plan the route?

The route opens on the map: the properties numbered in the order you will drive them, with the run’s drive time and distance. Drag to change the order, or let it find the shortest run.

Which jobs will it not let me close?

A seasonal contract. Its season-end report wants to know whether the driveway markers were collected; the visits and the salt for the season, damage or claims and whether they are renewing are on it too. It is yours to edit.

What does a driver cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Bring one storm. Watch the route come out in order.

Your own driveways beat any feature list — start the trial, put a street of them in, open the map, and log the first push.

14-day free trial · No credit card · Bring your client list