Below is a list of terms commonly used in SingleOps, along with descriptions for each word or phrase.
Term | Description |
Active Job | The 3rd stage of the job workflow. Client has accepted the Proposal & the visit(s) need to be scheduled for work to be completed. |
Actual | Actual items appear on the Job’s Work Order and contribute to Job costing |
Approved | The 5th stage of the Job workflow. The completed Job/Visit has been reviewed & the Invoice will be synced to QB. The Complete & Approved stages can be combined, if needed, in Account Settings. |
Assignee | Employees responsible for completing the work on the job site |
Billable | The price of billable items are billed to the Client. These items are shown on the Proposal and Invoice. |
Billing Location | The location associated with the client, not necessarily the visit location. Often different from the visit location if the Client is commercial or has multiple properties. |
Client | The person or company requesting work. |
Client Notes | Notes that can be seen on Client facing documents (Proposal & Invoice). |
Client Portal | Online portal where customers can view and pay invoices and accept proposals |
Color | Assign a color to a user to help identify who is scheduled for what on the calendar |
Completed | The 4th stage of the Job workflow. All work is finished for the Job/Visit. |
Contacts | The primary point of contact for the job, if different from the Client. Ex: spouse, property manager, tenant, etc. |
Crew Notes | Notes for the Crew (gate codes, etc). Clients cannot see these notes. Crew Notes appear on the Work Order & My Day page. |
Customer Types | Allows segmentation of the customer base. Typically used to segment Commercial, Residential, and Municipal customers but could be used for other segmentation methods as well. |
Internal Notes | Typically used to describe the Client’s service request. Customers cannot see these notes. |
Invoice Frequency | A schedule set on a recurring job for how often the client is billed |
Item | The service, material, labor, equipment, or discount added to a job |
Item Group | Several items bid together as a single service offering to the client. (Ex. A fertilizer application that includes labor, materials, and equipment but shows as a single line to the client.) |
Job | A job is the primary element created for a client in SingleOps that lies within any of the 5 stages of the job workflow (Lead, Proposal, Active, Completed, & Approved). A job maintains the same reference number throughout the workflow. |
Job Name | The name that will show on the calendar and throughout the lifecycle of the job. |
Labor Resource | Individual Employees in SingleOps. This differs from a user at the crew level since typically only the crew leader is a user but every crew member is a labor resource. |
Lead | The earliest stage of a job, prior to the proposal being created or accepted. |
Loaded Labor Rate | A formula that SingleOps uses to calculate labor burden on jobs. This way, instead of the cost only including wages, it can also include things like payroll tax, insurance, etc. |
Margin | Markup from cost (Can default to display as a percentage or dollar amount). |
My Day | A central location for crew users to review their daily schedule. |
On-Demand | Visits that are generated ad-hoc. Mainly utilized for Snow work. |
One-Off Job | A Job with one visit |
Operation | Simply a way to segment your business and varies for each company. Ex: Locations, branches, divisions, etc. The equivalent to a Class in QuickBooks. |
Production Rate | An equation that takes a measurement (i.e. square feet) and tells us what the estimated quantity of labor or material would be for a given service. This always finds the quantity and not the price. |
Proposal | The second stage of the job workflow. Also referred to in the industry as an estimate, quote, or bid. It is a billable scope of work given to a Client. |
Proposal Level | Estimators can select 1 of 3 levels per line item: Included (a static item on the proposal), Recommended (a pre-selected option that the customer can opt out of), or Optional (an item the customer can add on to their job). |
Quantity | The number or amount of an item used to determine total cost/price |
Route Optimization | A feature in SingleOps that aids in routing crews more efficiently |
Sales Rep | The estimator assigned to the job, as well as the task created for the on-site estimate. |
Tags | Color coded identifiers used to organize Jobs, Visits, PO’s, & even Clients in SingleOps. |
Task | A to-do that can be scheduled on the calendar or route planner. Costs/Prices are not associated with tasks. Tasks are most commonly associated with a Lead and used to schedule the onsite estimate. However, they can be used to block appointments, internal trainings, and more. |
Unit Cost | The cost of an item to the company |
Unit Price | Price per unit billed to the Client |
Visit | A visit is always associated with a Job. A job could have 1 or many visits. It is actual work to be done on-site and will have a work order associated with it. |
Visit Location | The physical location where work will be completed. |