In this article:
Estimating
Create a Proposal using the Create a Design Build/Install Proposal article and utilize the tools listed below for easy and accurate estimating of Design Build/Install Jobs.
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Make sure Job Templates have been created for your common services offered. This will save you time by pre-populating items, pricing, tags, etc. | |
This is a tool that can be used to mark & measure the square or linear footage of an area on a Job’s site map. | |
Use to accurately estimate budgeted materials and man hours. | |
One-Off Jobs in SingleOps are Jobs with one Visit. One-Off Jobs are used when the services requested by the Client will only occur once & generally over a short period of time (one day or a few consecutive days). | |
An Item Group is a collection of Items, pre-built for quick addition to a Job. | |
Enable Progress Billing | Find more info about Progress Billing below in the Invoicing Section |
Estimating Design/Build Best Practice Video
*Note: Some of the content in this video may reflect a previous version of SingleOps.
Scheduling
The Visit Splitting feature is a fast and easy way to create a new Visit on a One-off job when the work planned for one day does not get completed in one day |
Scheduling in Design/Build Best Practice Video
*Note: Some of the content in this video may reflect a previous version of SingleOps.
Invoicing
Progress Billing | Progress Billing is an invoicing method for One-Off Jobs that allows you to bill clients based on completed work. Created with Design/Build in mind, this feature gives you more control over the invoicing process. It allows you to review the progress of a Job and manually create invoices as needed or create a Milestone and bill their clients as those milestones are reached. |
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Invoicing in Design/Build Best Practice Video
*Note: Some of the content in this video may reflect a previous version of SingleOps.