| Essential |
|
| DESCRIPTION | FEATURES/SETTINGS |
| Client Management/CRM | Clients & Contacts |
| End-to-end job management (leads, estimates, work orders. invoices, payments, etc.) | Job Workflow Overview |
| Fully integrated drag & drop scheduling | Calendar |
| Custom branded digital documents (proposals, invoices, etc.) | Document Templates |
| Customer Portal | Client Portal |
| Flexible invoicing (one-off, recurring, etc.) | Invoices & Billing Video |
| Integrated payments (CC, ACH, etc.) | SingleOps Payments Powered by ProPay |
| Deposits, Prepay, Autopay, Renewals | Deposits, Prepay, Autopay, Renewals |
| Integrated Email & Texting | Email and Text from SingleOps |
| Comprehensive Reporting | Reports Overview |
| Mobile app for estimators & crews | The SingleOps Mobile App |
| QuickBooks Online Integration | Sync QuickBooks Online to SingleOps |
|
Plus Everything in Essential, and... |
|
| DESCRIPTION | FEATURES/SETTINGS |
| Mobile Timesheets & Labor Tracking | |
| Map-based Scheduling | Route Planner |
| Batch Rescheduling | Batch Rescheduling |
| Digital Up-sells & Cross-sells | Options Proposals |
| Job Site Mapping/Measurements | |
| Advanced Estimating | Production Rates Quantity Based Pricing |
| Google Calendar Integration | Sync Google Calendar to SingleOps |
| Custom Fields | Custom Inputs |
| QuickBooks Desktop Integration | Sync QuickBooks Desktop to SingleOps |
| Weather Service Integration | Weather Data Setting |
|
Premier Everything in Plus, and... |
|
| DESCRIPTION | FEATURES/SETTINGS |
| Route Optimization | Route Optimization |
| Route Memorization | Route Memorization |
| Purchase Orders | Purchase Orders |
| Inventory | Inventory |
| Business Insights Reporting | Summary Data |
| Historical Job Import Service | Import your job history from your previous system into SingleOps. |
| Invoice Automations | Automations |
| Proposal Automations | Automations |
| Production Automations | Automations |
| Appointment Automations | Automations |
| Discounted GPS Devices | GPS Tracking Powered by Fleetsharp |
| GPS Timesheets Integration | GPS Tracking Powered by Fleetsharp |
Comments
It seems under Essential tier Reports Overview is included, on that page, Business Insights is included but then on the Business Insights page it say Premier tier only. So what exactly is included in the Essential tier and the Plus tier under the Reports Overview page?
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