Material

These are physical items used during a visit & left at the job site. Material items can also be used for inventory management within SingleOps, as well as calculating COGS on select reports. These items are taxable by default.

Service

These are services provided to your customers that are typically billable. Their quantity is usually measured by something that directly correlates value to your customer (e.g., number of trees removed or sq. ft of pine straw installed). Service items can also be measured in man hours, however, best practice is to use the Labor category for such items (see below).

Expense

These items represent costs from outside vendors that are typically indirectly related to a job. The cost of these items can be billed to the client with no markup. If you want to up-charge a client for purchased materials or subcontracted services, you should build that price into other items already on the invoice or use an item marked as subcontracted at job entry if you expect to apply a related expense at a later time. Expense Items cannot be added to Item Groups.

Labor

Typically measured in labor hours, these items represent direct work completed by crew members or operators. These items are required for specific labor reporting within SingleOps & can be used in conjunction with labor resources.

⚠️ Note: Only items in the Labor category drive estimated hours and labor reporting. An item in the Service category will not contribute estimated hours, even if its subcategory sounds labor-related, because the main category controls that behavior, not the subcategory.

Equipment

These are physical items used but not left at a job site. Equipment items also have supported inventory & reporting functionality.

Discount

These Items are automatically negative, so the price is deducted from the invoice total.

⚠️ Note: Discount Items can only be added in SingleOps when your account is not connected to QuickBooks - after being connected to QuickBooks, you must enter Discount Items in QuickBooks and it will sync over.

💡Tip: Discounts can be set-up as a Service, to keep it in line with Deposits and Prepays.