Design Build/Install Best Practices

In this article:

Estimating

Estimating Design/Build Video

Scheduling

Scheduling Design/Build Video

Invoicing

Invoicing Design/Build Video

Estimating

• 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. 
  
• Property Measurements
  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. 
• Production Rates
  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).
• Item Groups
  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

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.

Scheduling 

• Visit Splitting
  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

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.

Invoicing 

• Progress Billing
  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.
  
  • Manual Progress Billing
  • Milestone Progress Billing

Invoicing in Design/Build Best Practice Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.