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1. Yeti 4.0 Introduction

This guide introduces the redesigned Yeti 4.0 platform, highlighting the unified navigation structure, simplified contract and dispatch workflows, and multi-view operational tracking tools.

Key Platform Enhancements in Yeti 4.0

1. Redesigned Modern Interface

Yeti 4.0 features a fresh, consistent look across all modules designed to reduce clutter and improve daily navigation efficiency for back-office administrators and dispatchers.

2. Consolidated Client Management

Instead of scattering customer data across separate browser tabs, Yeti 4.0 unifies all client relationships, service property locations, and commercial agreements into a single menu under Client Management:

  • Clients: Company directory and primary contact information.
  • Sites: Physical service locations, custom site boundaries, dropped GPS arrival pins, site maps, and required photo rules.
  • Contracts: Active service agreements hosting line-item commitments.
The End-to-End Operational Flow

Yeti 4.0 creates a direct, seamless workflow from customer contract creation down to field crew execution and final billing approval:

[Contract Commitment] ➔ [Work Plan] ➔ [Route Assignment] ➔ [Dispatch & Approval]
  1. Add Commitments to Contracts: Define standing obligations for specific services at client sites along with charge types and billing rates.
  2. Build Work Plans: Commitments automatically generate actionable work plans that store crew instructions, gate codes, required equipment, and service triggers.
  3. Attach to Routes: Group work plans into ordered, optimized route sequences assigned to internal operators or subcontractors.
  4. Deploy & Track in Dispatch: Dispatch routes to field crews and monitor real-time completion from start to finish.
Dispatch Module: 4 Real-Time Operational Views

Tracking active crew runs ("live work in flight") and subcontractor operations is now streamlined across four distinct views on the redesigned Dispatch page:

View Purpose & Key Features
All Work

A flexible list view to search, filter, approve, reject, or assign active field jobs. Supports bulk actions for mass job approvals.
Progress

A visual Kanban board tracking active jobs through Outstanding, In Progress, and Needs Review columns.
Map

Interactive GPS map displaying real-time crew positions, vehicle locations, route paths, and site statuses.
Shift

Live time-tracking and roster management for monitoring active duty status, shift hours, and pending timesheets.
Advanced Filtering & Operational Control

Throughout Yeti 4.0, granular search bars and quick-filters allow administrators to sort data by Site, Service, Client, Trigger Type, Route, Crew, or Readiness Status to maintain complete operational control.