Item categories do more than just segment or organize your item by type. There is also some added functionality associated with each type inside of SingleOps. Item categories can be updated by going to Admin >> Items >> Items and clicking Edit to the right of the item you wish to update (you may need to use the scroll bar at the bottom of the page to scroll to the right and reveal the Edit button) or added to new items by clicking the blue New button on the top left. Once you have selected the item you’d like to edit, or added a new one, you can find the categories here:
Item categories are as follows:
Material - these are your physical items (which are, by default, taxable) that can be used with SingleOps' inventory tracking and management features as well as distinctly reporting as COGS on select reports
Service - these are typically billable services provided to your customers. Their quantity is usually measured with something that directly correlates value to your customer (e.g., number of trees removed, or sq. ft of pine straw installed) rather than just hours worked. It's worth noting that service items can be measured in hours; however, we recommend those items usually be in the Labor category.
Expense: These items represent costs from outside vendors that are typically indirectly related to a job (e.g., disposal fees, gas, etc.). Though you can choose to transfer the cost of the expense to the client's invoice, this type of item is different than others in that there is no markup involved if you bill the client. If you want to up-charge a client for purchased materials or subcontracted services, you should build that price into other items already on the invoice or use an item marked as subcontracted at job entry if you expect to apply a related expense at a later time. Expense Items cannot be added to Item Groups.
Labor - These items typically have a quantity measured in man-hours. Labor items have significant added functionality within SingleOps such as reports showing your estimated vs actual hours and advanced estimating options at job entry (especially with recurring jobs). They can also be used in conjunction with labor resources since these items can be used in estimates while hours recorded by employees using time-clock events will automatically be used as actual hours on the job. Labor items can be billable, but it is also commonplace to have labor line items marked as actual while their true cost is indirectly translated to the client through one or more service items.
Equipment: These are physical items, like material items, but different in that the client doesn't take them home once the job is complete. Equipment items might be used by you (e.g., a crane to remove a felled tree) or by your client (e.g. tailgating supplies: tents, tables, TVs, etc.). They have supported inventory functionality so you know exactly when to expect your equipment to be in use or if it’s available to schedule on a new job. We also provide detailed reporting so that you can see how all your equipment is being utilized.
Discount: These items automatically deduct from the invoice total so there's no need to enter negative quantities or unit prices. Tip: if you want to add a percentage discount, e.g., 15%, you can make the unit price of your discount line item equal to the invoice total and its quantity equal to the decimal equivalent of the percentage - 0.15 in this case - to quickly apply the exact total amount needed for the discount.