Yeti 4.0 Frequently Asked Questions

Jump to a question below, or keep scrolling to read through the full FAQ. 

About Yeti 4.0

• What is Yeti 4.0?

• When will Yeti 4.0 release?

• What is new in Yeti 4.0?

• What isn’t changing?

Moving to Yeti 4.0 

• How do I update to Yeti 4.0?

• Is the upgrade from the current version to Yeti 4.0 seamless?

• Does the mobile app also change?

• Will all of my existing data automatically move to Yeti 4.0?

• Will I still have access to all of my historical service records, photos, reports, sites, clients, users, equipment, and routes?

• Will I need to set anything up again?

• Will my team's logins and permissions stay the same?

   

Pricing & Account 

• Is the upgrade to Yeti 4.0 free for subscribers?

• Will there be any downtime when my account moves to Yeti 4.0?

Integrations 

• Will my existing integrations still work with Yeti 4.0?

• Will I need to reconnect or set up any of my integrations again?

Preparing for Yeti 4.0 

• Is there anything I should do before my account moves to Yeti 4.0?

Everything you need to know about Yeti 4.0 

We've answered the most common questions below. We'll continue updating this page as more information becomes available. 

What is Yeti 4.0?

Yeti 4.0 is an update to the Yeti platform - we like to think it is the next generation Yeti platform. Same goal, same jobs, same capabilities, in a grounds up redesign that brings a refreshed look and feel and a more robust backend. It is the platform and foundation for next generation features and efficient integration with other tools, integrations, and field service ecosystem.

When will Yeti 4.0 release?

Yeti 4.0.0 release is planned for around October 1, with the full production release following approximately November 1, and regular releases thereafter.

We are working on plans to provide early access starting in September.

What is new in Yeti 4.0?

Yeti 4.0 brings several changes you’ll notice right away:

• A new, modern interface that’s more consistent and easier to navigate.
• Centralized contracts — your contract, commitment, and work details now live together, instead of being spread across Sites, Routes, Services, and Subcontractors.
• A clearer work-status model, so you can always see exactly where a job stands, from ready through outstanding and approved.
• A redesigned Dispatch board that lets you sort, filter, and group by route, service, operator, or status.
• Built-in support for integrations, including a public API, webhooks, and connectors for the tools you already rely on.

We will be releasing detailed instructions to guide you through any steps you need to take, but otherwise the server updates, and you will be running Yeti 4.0.

What isn’t changing?

Yeti 4.0 is still Yeti — same platform, same company, same account, just a newer version. A few things you can count on staying exactly as they are: your service history, your contracts, and your account configuration all carry over automatically. If you already have an integration built on our current API, it keeps working with no changes needed on your end.

Is the upgrade from the current version to Yeti 4.0 seamless?

We will help you through the update. We're making a lot of changes to bring you Yeti 4.0. To make sure nothing's off on your side, we're keeping the current version of Yeti (v3) running in parallel for two weeks after the upgrade — so you can check everything's right before your busiest weeks hit, not during them. Once you've confirmed things look good, v3 winds down and you're fully on Yeti 4.0.

Does the mobile app also change?

No. At this time the mobile app does not change. Your field team shouldn’t experience any difference and does not need to be trained with this upgrade.

We will be pushing an update of the current mobile app to App Store and Google Play before launch for Yeti 4.0 backend compatibility.

Is the upgrade to Yeti 4.0 free for subscribers?

Yes. The upgrade to V4 is free and is included in your current subscription.

For legacy Test Drive subscriptions, you will be automatically transitioned to a trial 4.0 account. You will need to subscribe to continue beyond the trial period.

Will all of my existing data automatically move to Yeti 4.0?

Yes

Will I still have access to all of my historical service records, photos, reports, sites, clients, users, equipment, and routes?

Yes

Will I need to set anything up again?

We hope that it is easy, but to help you update and focus on your business we are preparing comprehensive getting started and user guides.

Will my team's logins and permissions stay the same?

Yes

Will there be any downtime when my account moves to Yeti 4.0?

There is a transfer of data during the upgrade process. It can be expected to take less than 2hours.

Are any features being removed or changing?

The app has been redeveloped from ground up. There are changes throughout the app. However, it still has the same capabilities as the current (soon to be previous) generation Yeti app.

Will my existing integrations still work with Yeti 4.0?

Existing API integrations will work with V4. We do this by translating V3 (current) api to 4.0 backend.

Will I need to reconnect or set up any of my integrations again?

Eventually yes but not immediately. As you evolve and maintain your integration we recommend moving to the API 4.0.

Is there anything I should do before my account moves to Yeti 4.0?

No. As we get closer to the launch data we will let know you about any steps you need to take, and provide training materials to you ahead of launch.

Still have questions?

We'll continue adding to this FAQ as we get closer to Yeti 4.0. If there's something you'd like us to cover, let our team know.