CRM for Snow Removal Companies

• The problem

  Renewals go out late, and half the seasonal contracts are unsigned at first snowfall.

  In Kompot.ai

  Send the seasonal agreement from a document template with the property address and trigger depth merged in. Customers sign by link, the audit trail shows who has signed, and a scheduled workflow reminds the rest and creates a task for you before winter.

• The problem

  A new driver does not know where the curbs, hydrants and snow piles go on a lot.

  In Kompot.ai

  Each property is on record with custom fields for trigger depth, where to stack snow, obstacles hidden under the drifts and which entrances come first. The driver opens the job on a phone and reads the site notes and last winter's photos before dropping the blade.

• The problem

  After the storm a customer says nobody plowed, and you have nothing to show.

  In Kompot.ai

  Every visit is a job with the driver, the time window and photos of the cleared lot and salted walks. The service log sits on the customer's page, so a disputed push or a slip-and-fall question is answered with a record, not a recollection.

• The problem

  During a storm the office drowns in calls asking when the plow will come.

  In Kompot.ai

  Send an email campaign to the segment of contract customers before the first truck leaves the yard. Calls, texts and WhatsApp replies land in one conversation log per customer, and saved replies cover the questions every snowfall brings.

• The problem

  Per-push invoices are written from memory at the end of the month.

  In Kompot.ai

  Bill fixed seasonal contracts as subscription invoices that go out monthly. For per-push customers, invoice from the completed plow jobs with plowing, shoveling and salt taken from your price list, and send a payment link. Unpaid ones are flagged as overdue.

What you keep on record

Site notes per property

Trigger depth, snow stacking areas, hidden curbs and priority entrances as custom fields on the customer.

Seasonal agreements

The signed snow contract as a document, with contract type and end-of-season date on the customer.

Storm service log

A job for each plow, shovel or salt visit, with the driver, time window and photos of the cleared surface.

Plowing and salting rates

Per-push, per-season and salt application lines in your price list, used in estimates and invoices.

Questions owners ask

Can I bill seasonal contracts monthly and per-push customers per visit?

Yes. A fixed seasonal contract can run as a subscription invoice billed monthly. Per-push work is invoiced from the completed plow jobs using your price list. Both carry a payment link, and unpaid ones are flagged as overdue.

Can drivers see site notes and log a visit from the truck?

Yes. The system opens in a phone's browser. A driver sees the night's properties, reads the notes on stacking areas and obstacles, adds photos of the cleared lot and moves the visit to done.

How do I get seasonal contracts signed before winter?

Build the snow agreement from a template with the property's fields merged in and send it by email, link or QR code. Several people can sign, each signature has an audit trail, and the finished PDF is stored on the customer.

Who answers the phone when everyone is out plowing at night?

On the Full Service plan a voice agent picks up at any hour, follows your storm instructions, takes the property and the problem and can transfer the caller to your dispatcher. The call is recorded and transcribed and a summary is saved.