PlowR Help

Set up your business

1. Choose I run a service business, then sign in with Apple.
2. Enter your Business name and add your logo. It goes on your proposals and invoices.
3. Under What do you do?, pick Snow Removal, Lawn Care, Cleanup, or any mix. PlowR adds the usual services and prices, which you can change later.
4. Enter your Default tax rate (%).
5. Turn on Alerts and Your location if you'd like them. Every step has Skip.
6. On Home, the Get Started card walks you through your first client, route and invoice.

Add a client

1. Open the Clients tab, tap +, and choose Add Manually.
2. Enter their Full Name and Phone Number, and an email if you have one. Or tap Import Contact to fill it in from your Contacts.
3. Type the Street Address and pick the match. PlowR pins it on the map.
4. Tap Save.
5. On the client's page, add the rest: tags, notes, Expected Services, billing preferences, Tax Exempt, route notes, and other properties.

Bring in your whole list PRO

1. Save your list as a CSV file. Numbers, Excel and Google Sheets can all do this.
2. In Clients, tap + → Import from Spreadsheet, then Choose a CSV File.
3. Check what PlowR will add, then save. An import can be undone.

Let new customers find you PRO

1. Go to Settings → Business → Request Link.
2. Share it however suits you: Copy Link, Share Link, a QR code for a flyer or truck, or Text to a Client.
3. When someone sends a request, you get a text. Tap Add to PlowR, check the details, and tap Save Lead.

Create a route

1. Open the Routes tab and tap +.
2. Give it a Route Name, like "Monday North Side".
3. Tap Add Stop, choose clients from Your Clients (or Enter Manually for a one-time stop), then tap Done.
4. Drag stops into the order you want, and tap Save.
5. Or let PlowR order them: on the route page, tap ⋯ → Optimize Order.

Set the services each stop needs

1. On the route page, tap a stop.
2. Under Expected Services, switch on what the stop needs. Add stop notes and equipment if useful.
3. Tap Save, then choose Only on This Route or On All Routes From Now On.

Optional: set up repeating visits

For clients you serve on a regular schedule, like a weekly mow. Routes don't repeat on their own; repeating visits live in Schedule.

1. Open the Schedule tab and tap +.
2. In Add Visit, choose the Client and the Date.
3. Under Recurrence, turn on Repeat and pick a Frequency: Daily, Weekly, Every 2 Weeks or Monthly. For Weekly, choose the days.
4. Turn on End Date if the work stops at the end of a season, then tap Add.

Start and work your route

1. Tap Start Route on the route page or on Home's Today card.
2. Tap Navigate to get directions in Apple Maps, Google Maps or Waze.
3. At the stop, tap Record Services to add before and after photos, the services done (Add Expected fills them in), and notes. Then Save.
4. Tap Complete · Text Next Client to finish the stop and move on. (It says Complete Stop when there's no one to text.)
5. After the last stop, tap Review & End Route to see the Route Recap, then End Route.

Let the next client know you're coming

1. When you complete a stop, PlowR offers Notify Next Client? with a ready message: "I'm on my way and about N minutes out."
2. Add a quick note if you need one, like Running Late, Weather Delay or Gate / Access, or type your own.
3. Turn on Include my location link if you want them to see where you are.
4. Tap Send Message. It goes from your own Messages app. Or tap Skip.

Message everyone on the route

1. Before you leave, open the route and tap ⋯ → Message All Clients. During a route, tap Message All.
2. Pick a preset (Coming Today, On My Way, Running Late, Weather Delay, Almost Done) or write your own.
3. Choose Send Individually (recommended) or a group text.