There are two main types of Jobs in SingleOps: One-Off & Recurring. By default, all Jobs in SingleOps are set as One-Off & will need to be switched to Recurring, as needed.
In this article:
One-Off Jobs are used when the services requested by the Client will only occur once & generally over a short period of time (one day or a few consecutive days). Examples of a One-Off Job would be removing a tree, pruning work, mulching, or even some landscape installs like a small patio.
On-Off Visit Frequency
|Common Use Case
|General Tree Care
|Design build, Install
Recurring Jobs in SingleOps are Jobs with more than one Visit. The work on these Visits can be identical (the same lawn mowing each week) or varied (six different PHC treatments throughout the year.)
Recurring Visit Frequency
|Common Use Case
|With On-Demand Jobs, Proposals can be created with unknown Visit dates, number of Visits, or the exact Line Items for each Visit.
Recurring Invoice Type
|Per Visit Invoicing
|Per Visit invoices will create 1 invoice for each visit on the job. The invoice date will match the visit start date.
A customer wants their lawn mowed once per week, and asks for the bill to be sent after each mowing for the price of that mowing service only.
This type of bill is Per Visit because the Invoice is based on the Work Completed
|Fixed Invoices are created on a pre-determined schedule for a pre-determined amount, and are billed separately from the work.
A customer wants their lawn mowed once per week, and asks to be billed the same about each month, regardless of how many services are performed in that month.
This type of bill is Fixed because the amount and timing of the Invoice is pre-determined, and is not affected by the work that occurs during that time period.
Recurring Jobs Video