Batch Operations

Batch Operations

This tool enables you to modify elements of several contracts simultaneously; their status, for example.


To access this function, select Tools from the menu, then Batch Operations. A list of operations already carried out appears where you can see, for each of them, the type of operation, its status and the name of the user who performed the task. The possible values for statuses are "En cours" and "Exécuté", followed by the time at which the batch operation took place. The Download Changes button allows you to consult an Excel file containing the list of contracts affected by the associated batch operation, in addition to the initial (before the operation was carried out) and final (after the operation) values. By selecting Filters, the user will be able to consult in detail the selection criteria used for this operation.


Create a batch operation

To create a new batch operation, simply click on the Create button at the top right-hand corner of the interface.


In the gray block at the center of the page, you'll need to choose the selection criteria that will enable you to identify the contracts to be covered by the batch operation: the type of contract (snow removal or landscaping), the year of the services rendered, the status of the contracts, the road to which the contracts are assigned, etc. The number of contracts meeting all the selected criteria will then appear at the top right-hand corner of the page. 


Then, go to the right-hand column to select the type of operation to be performed on the chosen contracts. The operations available are: 


  • add a route

  • add a label

  • delete discounts

  • set submission date

  • set print date 

  • change status

  • add or delete service 

  • bill extra snow

  • add or delete discounts

  • transfer balance


The step for determining which contracts will be affected by the operation is now complete. Press Next to define the final value of the contracts following the operation. Note that on this page, the options available will depend on the modifications to be carried out. 


Once the choices have been made, press Execute to start the process, bearing in mind that once executed, a batch operation CANNOT be reversed.








    • Related Articles

    • Operations map

      The operations map is the control center where you find the geographical position of contracts, routes and vehicles in operation. The map can also be used to trigger operations on routes, activate alerts and view the progress of operations. You can ...
    • Generating a PDF of contracts in batch

      This report can be used to generate a single file containing dozens, hundreds or even thousands of contracts. For those who send their customers a paper version of the contract, this file can be used as the basis for printing. Select Reports > ...
    • Best practices for optimized operations!

      1) Charge your tablets to 100% before you start you operation and keep them plugged in AT ALL TIMES when you are operating in the tractor. If the battery icone is red, it's because the tablet isn't charging (connectivity issue?) If the battery icone ...
    • Assign a service to multiple contracts

      Many of you may will need to bill a new service at some point during your season. For exemple, if the snowfall exceeds the limit stipulated in a contract, you can now add an extra service fee. To streamline this process, follow these steps : Step 1 : ...
    • Bill for extra snow

      Many of you have a clause to their contracts that stipulates a limit to the amount of snowfall beyond which an excess will be billed. The Follosoft platform includes features that make it easier to handle this situation. If you use Option 2 (adding a ...