Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts Planfix CRM and Project Management System

Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Planfix runs your snow events from callouts through routes and closeouts in one live system so you keep sites safe, clients protected, and winter margin intact.

Start Managing Snow Events No credit card needed • Unlimited time on Free plan
Keep Every Site Clear, Documented, And Compliant — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Keep Every Site Clear, Documented, And Compliant

Use one configurable workspace for every storm. Planner boards, maps, and live data logs show routes, lots, and docks in real time. Data tags and Project Totals connect field work to margin so you protect every SLA and contract.

Scope Events With Confidence

Build And Adjust Routes Fast

Collect Clean Evidence In The Field

Turn Activity Into Actionable History

Scope Events With Confidence — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Scope Events With Confidence

Capture callouts through phone, email to ticket, and channel to task so work stays structured instead of scattered notes.
Use event templates with contract fields, priorities, SLA times, and checklists ready for each site.
Confirm service type and commitments for every property before trucks roll so nothing is missed.
Tasks from channels
Build And Adjust Routes Fast — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Build And Adjust Routes Fast

Group tasks by route, region, or subcontractor on Planner based route boards.
Add Location fields so dispatch sees clusters on a live map and balances coverage quickly.
Drag cards between lists to change routes, status, or priority in one motion for the team.
Planner route boards
Collect Clean Evidence In The Field — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Collect Clean Evidence In The Field

Give crews mobile tasks with simple checklists for plow, shovel, de ice, and inspection steps.
Collect time, equipment, and material usage with Data tags that feed billing ready reports.
Attach photo proof from lots, docks, and entrances directly to the task during the visit.
Checklists in tasks
Turn Activity Into Actionable History — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Turn Activity Into Actionable History

Roll up passes, materials, and hours into Project Totals for each client and route.
Use reports and dashboards to track margin, coverage, and disputes across the whole season.
Let AI Dataminer and Summarizer agents turn notes and calls into structured, searchable event history.
Reports and analytics
Give Dispatch And Clients The Visibility They Expect — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Give Dispatch And Clients The Visibility They Expect

Show dispatch a Planner board that combines lists, calendar, and map views so plan and reality stay aligned. Give key clients dashboards with live status and proof so they get answers without constant calls or manual exports.

Planner Route Boards

See every storm event, route, and exception on one Planner board with lists, calendars, and maps aligned.

Client Dashboards

Give clients a simple dashboard with status, photos, and history so they stop calling dispatch for updates.

AI And Automation

Use AI agents, Data tags, and automation to turn noisy comments and calls into structured history and billing data.

What Your Next Season Looks Like — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

What Your Next Season Looks Like

Move from storm firefighting to a winter operations system. Every event is scoped, routed, and closed inside one platform that ties callouts, field work, and billing together. Reviews feel calmer because you bring clear reports instead of excuses.

Easy To Start, Even Midseason — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Easy To Start, Even Midseason

Start by capturing storm callouts and new events in Planfix while your old tools still run. Shift routing, crews, and billing as you build trust in the visibility. Use templates and no code settings instead of a long, risky implementation.

If This Sounds Familiar

If This Sounds Familiar — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Storms Run From Chat

Storm nights are run from group chats and spreadsheets, so nobody trusts that every site is really covered.
If This Sounds Familiar — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Evidence Is Always Thin

Evidence lives in photos and driver memory, which makes client reviews stressful and disputes hard to win.
If This Sounds Familiar — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Planning Lives In Heads

Routes and priorities live in a few people’s heads, so every new storm feels risky and exhausting.
If This Sounds Familiar — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Margin Leaks Every Season

Billing misses passes and salt usage, so margin leaks away each season without clear reports to prove it.
Why Teams Switch To Planfix — Snow Removal & Seasonal B2B Services - Callouts, Routes, Closeouts

Why Teams Switch To Planfix

Group chats and spreadsheets hide missed sites and weak margin. Planfix replaces them with structured tasks, maps, telephony integrated call logs, and AI powered analysis. You manage contracts, routes, evidence, and billing from one system built for winter work.

Run Your Next Snow Event In Planfix

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