How to Add an Operation

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

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  1. Navigate to Admin > Operations 

  2. Select New Operation 

  3. 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. 

  4. Select Create Operation 

 

Additional Notes 

  • 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. 





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