Operations are the equivalent to a Class in Quickbooks & are used in SingleOps to segment Jobs, Items, & other data. The most common use of Operations is segmenting types of services/Jobs, such as, General Tree Care, Plant Health Care, Landscape Maintenance, Installation, etc. Operations are also commonly used by large companies with multiple office locations, to segment services/Jobs by those locations.
How to Add an Operation
- Navigate to Admin > Operations
- Select New Operation
- Enter a Name & Location
Note: The location entered here is used as the starting location when optimizing routes for driver's assigned to this route operation. Follow this link for more information on Route Optimization.
- Select Create Operation
- Operations (Classes) can also be created & synced from Quickbooks
- Additional functionality is available with Operation-Level Branding. Follow this link for more information.
- Operations can also be used for reporting, offering valuable insight into profitability by service type, & can be used to improve marketing efforts, set competitive pricing, or gain a more comprehensive picture for devoting resources moving forward.