Items Overview

Kaitlin Lawton

August 28, 2024 14:22

SingleOps Items are the services, materials, expenses, labor, equipment, or discounts added to a job. Certain Items can also be added to Purchase Orders.

In this article:

Create an Item

Edit an Item

Item Settings

Create an Item

Navigate to: Setup > Items > Items
Select New to create a new Item
Enter required and additional fields, see the Items Settings table below for additional detail.
Once you are finished creating an Item, be sure to click Update Item at the bottom of the page to save your changes.
*Note: New Items can also be added on the Job Edit page

Edit an Item

Navigate to: Setup > Items > Items
Click Edit on the far right, next to the Item Name that you'd like to adjust.
Make desired edits.
Once you are finished editing an Item, be sure to click Update Item at the bottom of the page to save your changes.

Additional Notes

Updates to Item settings will only be applied to newly created Jobs, not existing Jobs.
Items cannot be merged.
If you need to update the description of an Item, any Batch Renewals, renewals or duplications of Jobs that used the old description, will not automatically update with the new description - they must be replaced manually with the updated Item.
For Items, QuickBooks does NOT allow an income account to be an Accounts Receivable (A/R) or Accounts Payable (A/P) account because these accounts track unpaid invoices and bills, while income accounts are used for tracking income

Item Settings

Below is a list with descriptions of each Item setting when creating/editing an item.

Setting	*Description*
Name	The Item name (e.g., Tree Removal, Maintenance Labor, Bermuda Sod) *Note: SingleOps does not support duplicate Item names.
Active	Unchecking this box will deactivate this Item so it is no longer searchable in your Items list. *Note: Deactivating the Item will also remove it from existing invoices.
Description	This description will appear by default each time the Item is used on a job, but it can be edited during that time.
Default Price	The amount you will charge your customer for this Item. This can be left as $0.00 if the price for this Item changes frequently.
Default Cost	The amount this Item costs you as a business. This can be left as $0.00 if the cost of this Item changes frequently.
Category	Select an option from the dropdown. You can find more information on Item Categories here.
Subcategory	If applicable, select a Subcategory. You can find more information about Item Subcategories here.
Units of Measure	If available, select an option(s) from the dropdown list or select +New Unit of Measure to add a new one. You can find more information on Units of Measure here.
Default Operation	If this Item is specific to an Operation, make a selection from the dropdown. You can find more information on Operations here.
Production Rate	If applicable/available, select a Production Rate from the dropdown. You can find more information on Production Rates here.
Expense Quickbooks Account	If the Item you are creating is an expense & you are synced with Quickbooks, select the expense account you’d like linked to this Item.
Income Quickbooks Account	If synced with Quickbooks, you must select an Income Account to link to your Item.
Route Planner Icon	If you’d like to change the icon that appears on the route planner when this Item is on a job, select one from the dropdown.
Add Image	Add an image of this Item. When this item is used, this image will display on the customer facing proposal and invoice, and on the internal work order.
Include in Calculation of Route Capacities	Check this box if you’d like the Item’s quantity to calculate in the route capacity when using the route planner.
Billable for Purchase Orders	This designator is only applicable for visit expenses. When checked, the cost of that Item will be transferred to the client & will appear on their invoice when added as a visit expense.
Reimbursable	For Purchase Orders & Job Expenses: If checked, this Item will create and sync a bill to QuickBooks when the PO or Visit is approved. *Note: This designator is only visible to accounts linked to Quickbooks.
Subcontracted	When checked, the associated cost for this Item on a job will only affect the job's estimated margins (it assumes actual margins will be replaced by a job-related expense). A Purchase Order should be created to record the actual costs for these Items.
Include in the Inventory Tracker Tool	Check this box if you’d like to include the Item in the Inventory Tracker tool.
Inventoried	Check this box if you'd like this item to be visible in SingleOps inventory. Note: Starting inventory must be entered using a PO.
Include in Renewals	Check this box if you want to include this Item on renewals for recurring jobs & contracts.
Show Quantity on Work Order Documents?	Check this box to show the Item’s quantity on Work Orders.
Show Item on Documents?	If checked, this Item will show up on standard documents even when the Item is within an Item Group that is marked to invoice as a group.
Quantity Based Pricing	Check this box to default costs & prices based on quantity, operation, and/or customer type. You can find more information on Quantity Based Pricing here.
Taxed	Check this box to apply sales tax to this item by default (tax can be turned off for the item on job level as needed. If you do not see 'Taxed' as an option, but need to determine taxation at the item level. Reach out to support and ask to enable 'line level tax flag'.
MSI	The Minimum Service Interval is an Item-level setting which allows User to notify SingleOps when certain Items shouldn't be included as an active item on Renewed Jobs within a set amount of time. For example, if a PHC application should occur every other year, using a Minimum Service Interval would help prevent applications from happening before they should.

Items Overview

Create an Item

Edit an Item

Item Settings

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Edit an Item

Item Settings

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