Setting Up Your Yeti Account

Before You Begin

Yeti is built around a simple workflow:

Services → Sites → Routes → Dispatch → Mobile App → Reports

Understanding how these pieces connect will make setting up your account much easier.

How Yeti Works

Use the Web Dashboard to build your routes, dispatch work, and approve service records.
The Mobile App is what the team uses in the field to log shifts, snap photos, and send you real-time updates.

Services

Services define the work you perform.

Examples:

Snow Plowing
Sidewalk Clearing
Landscaping
Inspections

Services become available to crews through sites and routes.

Client Contracts

Client Contracts store the agreement between you and your customer.

They define:

Pricing
Equipment rates
Consumable rates
Billing information

A client can have one or many sites.

Sites

A site is a physical location where work takes place.

Examples:

Shopping Centre
Office Building
School
Residential Home

Sites connect:

Client Contracts
Services
Site Contacts

Think of a site as the hub where work happens.

Routes

Routes organize sites into a work plan.

A route answers:

Which sites should be serviced today?

One route can contain multiple sites.

Dispatch

Dispatch sends routes to crews.

Once dispatched:

Operators see their work in the mobile app
Crews can begin their shift
GPS tracking starts
Service history is recorded

Mobile App

The mobile app is where crews perform work.

Crews can:

Start shifts
View assigned routes
Complete services
Capture notes and photos
Record site activity

Reports

Everything completed in the mobile app flows into reporting.

This data powers:

Service History Reports
Billing Reports
Labor Costing
Job Costing
Route History

Recommended Setup Order

Step 1: Enter Your Company Information

Set up:

Company details
Contact information
Company settings

Related Article: Company Setup

Step 2: Set Up Your Team

Add:

Administrators
Supervisors
Operators
Office Staff

Users can be added manually or through self-registration using your Company Code.

Related Article: Users

Step 3: Create Your Services

Create the services your company performs.

Examples:

Snow Plowing
Salting
Lawn Maintenance

Services will later be assigned to sites.

Related Article: Services

Step 4: Add Client Contracts

Create contracts for your customers.

These contracts store pricing and billing information used throughout Yeti.

Related Article: Client Contracts

Step 5: Build Your Sites

Create the locations where work takes place.

For each site:

Assign a client contract
Add services
Create a geofence
Add contacts
Upload maps and images

Related Article: Sites

Step 6: Create Your Routes

Organize sites into routes that crews will service.

Routes help dispatch work efficiently and keep crews organized.

Related Article: Routes

Step 7: Download the Mobile App

Once routes are dispatched, crews can begin working from the mobile app.

Related Article: Mobile App Setup

Example Workflow

A property manager hires you to maintain three shopping centres.

Create a Client Contract for the property manager.
Create three Sites (one for each shopping centre).
Add Snow Plowing and Salting services to each site.
Add the sites to a Route.
Dispatch or schedule the Route.
The crew completes the work in the mobile app.
Service records automatically appear in reports and billing.

This is the core workflow used throughout Yeti.