SnowTracker.pro
Help centre
Short, step-by-step answers. One question per page, with screenshots of the real thing.
Getting started
Your account, and getting into it.
Setting up your business
Services, pricing, payments, tax, and your team.
- How do I set up my snow removal services and pricing? Turn on Snow Removal, shape your packages and add-ons, then price everything by driveway size in one grid.
- How do snow removal seasons work? One repeating window per service — it drives your seasonal contracts and the season columns on your customer list.
- How do I set up lawn care services? Same catalog model as snow — turn it on, shape your mowing packages and add-ons, and set the growing season.
- How do I connect Stripe so I can get paid by card? Bring your existing Stripe account or start a fresh one — either way, card checkout switches on for every quote.
- How do I let customers pay by cash or e-transfer? Cash, e-Transfer, and cheque each get their own switch and instructions — offered everywhere or only on quotes you choose.
- How is tax handled on quotes and invoices? Named tax rates applied per payment method — charge HST on cards, skip it on cash if that’s how you run.
- How do I add team members and crew? Office staff get email invites; crew can run with just a phone and a PIN — no email needed.
Quoting & winning customers
From a property on the map to an accepted quote.
- How do I add a customer and their service address? One form captures the contact and the property — and the address picker puts it on your map.
- How does prospecting work? A map of every property you might service — drop pins, pull municipal parcel boundaries automatically, and quote straight from the panel.
- How do I convert a prospect into a customer? When a property on your prospecting map says yes, attach the customer right from its panel.
- How do I build and send a quote? Stage services on the property, price from your size grid, and send the accept link by email or text.
- How do I generate quotes for the whole season at once? Carry last season’s book forward as draft renewals — repriced, reviewed, then sent in one go.
- How do I know when a quote is accepted and paid? Card payments mark the invoice paid on their own — the season cell on the property tells you at a glance.
- What happens when a customer accepts a quote? Acceptance is a pipeline: customer record, invoice, season binding, and a portal account — all from one click.
Managing customers & payments
Season payments, invoices, and customer accounts.
- How do season payments and overrides work? Every property’s season cell tracks quoted → accepted → paid, and the Record payment menu covers everything that didn’t happen online.
- How do invoices work? Quote-born or hand-built, every invoice carries its own pay link — and sent ones are immutable, so mistakes get voided, not edited.
- How do my customers get access to their account? Accounts create themselves when a quote is accepted — there’s nothing for you to set up or hand out.
Emails, messages & your customer portal
What your customers see, and how you reach them.
- How does the message centre work? Templates for everything you send twice, broadcasts for reaching your whole book — with a review gate that shows exactly who gets it.
- How do I customize the emails my customers receive? Send from your own domain, host quote pages on your own subdomain, and keep every customer email looking like your business.
- How do I customize my customer portal branding? Your logo and colours on every quote, email, and portal page — your customers see your business, not ours.
Your website & integrations
Leads, website forms, and connecting other tools.
- How do leads work? A board that sorts itself — website form submissions and map prospects move through it as your quotes do the work.
- How do I put a quote form on my website? A publishable key plus our npm package puts a quote or contact form on your site — submissions land straight on your Leads board.
- How do I connect an AI assistant to SnowTracker? One connector URL puts your CRM in ChatGPT or Claude — look up customers, draft quotes, and record payments by asking.
Guides to send your customers
Written for homeowners — link these from your emails, or send one when a customer asks.
- Why did I get this text or email? A quote link from a number you don’t recognize isn’t a scam — here’s how to check it’s really from your snow or lawn company.
- How do I open and accept my quote? Your quote arrives by email and text — the same secure link is in both, and accepting takes two steps.
- Something’s wrong with my quote — how do I get it changed? Quotes can’t be edited once sent — ask right from the quote page and your provider sends a corrected one.
- How do I pay my quote by card? Card payments go through Stripe’s secure checkout and confirm on the spot.
- How do I pay by cash or e-transfer, and what happens next? Pick it at checkout, get the payment instructions by email, and nothing is charged online.
- I’ve worked with this company before — what happens when I accept a new quote? You’re matched to your existing account — no duplicate, and your history stays in one place.
- How do I sign in to my account? Your account already exists — the email you used to accept your quote is your sign-in, no password needed.
- How do I update my contact or billing details? Correct anything on the your-info step when accepting a quote — and for the rest, one message to your provider does it.