Document Template Types

Documents in SingleOps default to a specific template for Proposals, Work Orders, Invoices, etc. Below is a list with descriptions of each document template type.   

 

  • Invoice: A bill for services rendered and/or materials provided after a job is completed.
    • Job types that use this document: One-off jobs & recurring jobs that are invoiced per visit 

 

  • Proposal: A bid for services, materials, etc. that is sent to a customer for acceptance before a job is active & scheduled.
    • Job types that use this document: One-off jobs

 

  • Work Order: The document that crews use in the field to identify the services, materials, equipment, etc. that are associated with a specific job/visit. 
    • Job types that use this document: All job types

 

  • Fixed Invoice: A flat rate bill for a job that is generated based on a predetermined schedule, for a predetermined amount, & is billed separately from the work.
    • Job types that use this document: Recurring jobs with a fixed invoice schedule

 

  • Combined Invoice: A billing document for services rendered and/or materials provided for one customer, across multiple jobs and/or recurring visits that are completed within a specified date range. 
    • Job types that use this document: One-off and recurring jobs that are tied to a CMB (Customer Billing Schedule) or per visit invoices that are added to a RUP (Rolled Up Invoice) 

 

  • Job-Level Invoice: A bill for services rendered and/or materials provided across all visits for a recurring job. 
    • Job types that use this document: This document is available on all recurring jobs but only publicly used when using the Prepay email template   

 

  • Job-Level Proposal: A bid for services, materials, etc. that is sent to a customer for acceptance before a recurring job is active & scheduled.
    • Job types that use this document: Recurring jobs and Proposal Groups 

 

  • Purchase Order: A document that includes items purchased from a vendor. It may include materials which are reimbursable, labor items, equipment items, expense items, or even discount items.
    • Job types that use this document: This document is used for emailing or printing Purchase Orders, only. This document is not used for a specific job type.  

 

  • Job Cost: A document that includes a breakdown of all costs associated with a job.
    • Job types that use this document: All job types

 

  • Calendar: A simple document that shows the date a job is scheduled for, the name of the customer, the property address and crew notes for the job.
    • Job types that use this document: All job types
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