In this article:
- Job Templates
Make sure job templates have been created for your common services offered. This will save you time by pre-populating items, pricing, tags, etc.
This is a tool that can be used to mark & measure the square or linear footage of an area on a Job’s site map.
Use to accurately estimate budgeted materials and man hours.
One Off Job
One-Off Jobs in SingleOps are Jobs with one Visit. One-Off Jobs are used when the services requested by the Client will only occur once & generally over a short period of time (one day or a few consecutive days).
An Item Group is a collection of Items, pre-built for quick addition to a Job.
Enable Progress Billing (find more info about Progress Billing below in the Invoicing Section)
Estimating in Design/Build Best Practice Video
The Visit Splitting feature is a fast and easy way to create a new Visit on a One-off job when the work planned for one day does not get completed in one day
- Complete the Job/Visit Video ~3 minutes
Scheduling in Design/Build Best Practice Video
Progress Billing is an invoicing method for one-off jobs that allows you to bill clients based on completed work. Created with Design/Build in mind, this feature gives you more control over the invoicing process. It allows you to review the progress of a job and manually create invoices as needed or create a Milestone and bill their clients as those milestones are reached.
Invoicing in Design/Build Best Practice Video