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Yeti Training On Demand: Getting Started & Account Setup

Get started with Yeti with our on-demand training. This session walks you through setting up your account and the core information you need before your team begins using Yeti in the field.

What You'll Learn

In this training, we'll walk through:

  • Company and general account settings
  • Adding and managing users
  • User roles and permissions
  • Setting up equipment and consumables
  • Adding and managing subcontractors
  • Weather features and settings
  • Creating services and inspection forms
  • Creating clients and client contracts
  • Setting up sites
  • Adding site contacts, notifications, geofences, maps, and measurements
  • Adding services and rates to sites
  • Creating and assigning routes
  • Preparing routes for your operators in the Yeti mobile app

Watch the Training

Watch Yeti Training 1: Getting Started & Account Setup

You can watch the training at your own pace and return to it anytime if you need a refresher while setting up your account.

Recommended Setup Order

For the smoothest setup, we recommend working through Yeti in this general order:

Account Settings → Equipment & Consumables → Users → Subcontractors → Services → Clients → Sites → Routes

Not every feature covered in the training is required. Features such as equipment, consumables, subcontractors, weather, inspection forms, geofences, and site maps can be configured based on how your business uses Yeti.