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
- Navigate to: Admin > Items > Items
- Select New to create a new Item
- Enter required and additional fields, see 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: Admin > 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.
- 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.
Below is a list with descriptions of each Item setting when creating/editing an item.
The Item name (e.g., Tree Removal, Maintenance Labor, Bermuda Sod)
Unchecking this box will deactivate this Item so it is no longer searchable in your Items list.
|This description will appear by default each time the Item is used on a job, but it can be edited during that time.
|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.
|The amount this Item costs you as a business. This can be left as $0.00 if the cost of this Item changes frequently.
Select an option from the dropdown. You can find more information on Item Categories here.
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.
If this Item is specific to an Operation, make a selection from the dropdown. You can find more information on Operations here.
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.
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.
For Purchase Orders & Job Expenses: If checked, this Item will create and sync a bill to QuickBooks when the PO or Visit is approved.
|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.
Check this box if you'd like this item to be visible in SingleOps inventory.
|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.
|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'.