PHC Best Practices

In this article:

Plant Health Care Best Practices Workflow Webinar

Tools for PHC

      Estimating & Scheduling Tools

      Chemical & Weather Tracking Tools

      Reporting

Plant Health Care Best Practices Workflow

Plant Health Care Best Practices Workflow Webinar

[2:40] - Plant Health Care Best Practices Webinar Overview
[3:40] - Job Template & Item Group Set up
[4:17] - Estimator/Sales Rep PHC Workflow
[8:10] - Scheduler PHC Workflow
[11:37] - Crew Member PHC Workflow
[14:00] - Reporting: [14:00] PHC Visit Report, [15:22] Completed Item Quantities Report, [18:00] Forecasted Quantities Report

Tools for PHC

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

Estimating & Scheduling Tools

Chemical & Weather Tracking tools

Tool	Benefits for PHC Jobs
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
Custom Inputs	Create Line Item level custom inputs for DBH and Species to be entered for each Job.
Weather Information	Enable weather data in account settings to log weather data on Job/Visit completion. Set up > Search Account Settings > search "weather data" and toggle YES to Enable weather data
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.

Reporting

  PHC Visits Report

    Create a custom PHC Visits Report for thorough auditing and accurate analysis.

1. 1. 1. Navigate to:Reports > Sales & Payments > Visits Report
      2. From the Stages dropdown, check: Active, Approved, Completed
      3. Drop open the Filter and select the PHC from the Operation dropdown
      4. Drop open Columns and display desired information.
      5. When finished, chick Save Report in the top right corner.
      6. Name this Report "PHC Visits Report" and click Save Report.
      7. This Report is now saved and can be found in: Reports > Saved Reports > PHC Visits Report

  Completed Item Quantities Report

    Create a custom PHC Line Items report to ensure accurate tracking of inventory, to manage stock levels and prevent shortages. 

1. 1. 1. Navigate to:Reports > Items > Line Items Report
      2. From the Visit Stage dropdown, check: Approved, Completed
      3. Drop open the Filter and select the PHC from the Operation dropdown
      4. Drop open Columns and display desired information (e.g. Completed Quantities)
      5. Utilize Summery Data For Business Insights to create a pivot table showing Completed Quantity.
      6. When finished, chick Save Report in the top right corner.
      7. Name this Report "Completed Item Quantities" and click Save Report.
      8. This Report is now saved and can be found in: Reports > Saved Reports > Completed Item Quantities

  Forecasted Quantities Report

    Create a custom PHC forecasted Line Item quantities report to optimize costs, improve cashflow and reduce waste.

1. 1. 1. Navigate to:Reports > Items > Line Items Report
      2. From the Visit Stage dropdown, check: Scheduled, Unscheduled
      3. Utilize Summery Data For Business Insights to create a pivot table showing Estimated Quantity.
      4. When finished, chick Save Report in the top right corner.
      5. Name this Report "Forecasted Quantities Report" and click Save Report.
      6. This Report is now saved and can be found in: Reports > Saved Reports > Forecasted Quantities Report

Plant Health Care Best Practices Workflow

Before starting your PHC workflow, make sure you have Job Templates and Item Groups created in SingleOps.

Role: Estimator/Sales Rep

1. 1. 1. Click the + Create button
      2. Select Proposal
      3. Select desired PHC template
      4. Create PHC Proposal
      5. When finished, Save & Close and send proposal via email to customer.

Role: Scheduler

Once the customer accepts PHC proposal, the Job is now Active. To schedule this Active Job,

1. 1. 1. Navigate to the Route Planner
      2. Drop open the Filter and filter PHC Operations and any other filters to narrow search.
      3. Schedule Recurring Visits

Role: Crew

1. 1. 1. Open the My Day page from mobile phone or tablet and follow My Day & Timesheets for Crews workflow.
      2. After the Job is complete, utilize Additional Information, Verify Quantities and track Weather Information on PHC Jobs.