PHC Best Practices

In this article:

Plant Health Care in SingleOps

Estimating & Scheduling

Chemical and Weather Tracking 

Plant Health Care in SingleOps 

SingleOps makes it easy to manage Plant Health Care in SingleOps. Use the tools below for easy scheduling, fast estimating and accurate chemical and weather tracking.

Estimating & Scheduling

On Demand Jobs

On Demand Jobs simplify and expedite the Proposal process for the Sales Rep. They allow flexibility in scheduling based on seasonality. 
Learn more about On Demand Jobs here.

Job Templates

Job Templates speed up estimation by pre-filling standard info for your reps. Do you offer a program with 3,5,7, etc. rounds? Preload your item groups with materials and pricing. All your reps need to do is add measurements, save and send the estimate. 

Learn more about job templates here. Plus and Premier Tier only. 

Route Memorization

Makes scheduling easy by remembering your crew's route.
Learn more about Route Memorization here.
*Note: If you do not see Route Memorization, reach out to support to enable this feature.

Chemical & Weather Tracking

Item Groups

Using item groups allows you to track quantities of materials being used, speeds up estimating and can allow tracking of chemicals for regulation. Most PHC visits encompass 3 parts and each Item Group should have an item to reflect these:

• Service being performed
• The labor (time spent) of the applicator
• The materials used on the job

Learn more about item groups here.

Custom Inputs

Create line item level custom inputs for DBH and Species to be entered for each job. Create an item level custom input for EPA #.
Learn more about Custom Inputs here.

Weather Information

Enable weather data in account settings to log weather data on job/visit completion.

Update Work Order Document Template

Update your Work Order Document Template to include the EPA # and actual quantity custom inputs as columns. You can also populate weather data to the work order. 

Learn more about Document Templates here.