In SingleOps, we have the ability to insert production rates which take variables of your choosing (e.g. square feet, DBH, level of difficulty, etc.) and push those variables through a formula to give us a quantity for any given Item. This can greatly speed up your estimation process by allowing the system to do calculations that formerly would have been done either on a calculator or a piece of paper. In this article there is information about what Production Rates can be used for, different ways to set up Production Rates, and how to assign them to one or several Items.
The first thing we need to know about Production Rates is that, by default, only a SingleOps employee is able change them. This is because they can be tricky to work with, especially if you are not familiar with how they work. If you have no former knowledge of Production Rates and wish to be able to create them in SingleOps, first you should read this article and watch the training video on Production Rates to familiarize yourself with how they work. Afterwards, contact our support team and they should be able to open up Production Rates for you to work with.
Before we learn how Production Rates work in SingleOps, we should review what they are used for in general. If you already have a great understanding of Production Rates, feel free to skip to the next paragraph. Production Rates are formulas which take different variables and give you a resulting quantity. Sometimes people use these to find the price as well, but in SingleOps they are always used to find the quantity of an item. The formulas generally take some measurement such as square feet of a property and then divide by a factor to figure out either how long that service will take (labor hours) or how much material would be used for that service. Here is an introductory example:
A Client asks you to estimate a price for a seasonal lawn care package. You have measured the property and found it to be 6000 square feet. You know that your crews generally run 3 people and that one crew member can usually do 1000 square feet in an hour. Knowing this, we set up a formula: (square feet / 1000) / 3 = time on the property. If we plug in 6000 we know that this Job will take us about 2 hours per Visit. We could do the same thing for materials (lawn chemicals) using a different equation to give us estimated materials for each Visit.
Now that we know how Production Rates work, let's look at how to set them up in SingleOps. Go to the clipboard icon on the navigation bar, go to Items, and then select Production Rates from the list. At the bottom of the page click New Production Rate. Give the rate a name, and then enter the formula that you would like to use where it says Equation. There are a few things to know about setting up this formula. One is that each variable and each operation (adding, multiplying, etc.) must be separated by a space. The formula (x/1000) would not work. Instead it should be (x / 1000). For each variable you use in the equation, you must create a matching variable below by using the + Add Rate button. See image for reference.
The Variable Name needs to match exactly to the variable in the equation. Also, because we use spaces to separate variables and operations, any spaces between words in the variable name should use an underscore instead. The Default Value field will set the value of that variable but this can be changed on a per Job basis. The Display Name is what you will see when typing in the variables on the Job Creation Page. The Help Text would be useful if the variable had special instructions on how to collect that information, or needed an explanation of what to put there. Neither the Default Value nor the Help Text are required.
Once you have entered the Production Rate, it is time to place it on an Item. To do this, you need to edit the Item, go to advanced, and select the Production Rate from the drop-down menu. See image for reference.
Now that we have the Item with the appropriate Production Rate, we are ready to create the Job. Go to the Create Proposal or Create Active Job page and fill out all the necessary information. Then add the Item to the Job and click the quantity field to see the variables. Enter the variables into their respective fields and hit recalculate to find the new quantity.
Once the appropriate quantity has been found, click apply and continue with the rest of job creation. You can create as many Production Rates and use them on as many Items as you need. Make sure that each time you create a Production Rate, that you test it on an Item to make sure the formula works.
For more training on this subject, please see our video on Production Rates in the SingleOps Academy.