SingleOps Erfahrungen

I mostly like the data I receive through daily, weekly, monthly, and yearly reports.

The thing i like least about singleops is the

It does the math for us when calculating pricing.

The product did not match what was sold and promised when we first talked to Singleops. It's one of the least functional pieces of software I've used. And the user interface has no intuitive design to help you delineate on screen what you are looking at. Custom reporting was promised, but that is a half-truth. You can add custom fields and maybe they will show on the report you want. For almost any data I need, I have to run 2 or more reports, then manually edit and cross-reference my own spreadsheets to get the actual data I need. Horrible credit card interface, I have to type in the address that is already saved to the client profile. I can't view the address though once the credit card screen pops up.

The training I received while implementing SingleOps was top notch! [sensitive content hidden] took her time and answered all of my questions. We met weekly to break down the training in manageable increments. Thank you!

The bidding and invoicing system are different than what we are used to using. The current invoicing system does not keep track of customer total balances. I have many clients who "round up" to the nearest dollar for their bill. Our old system would easily hold onto this extra money each month and keep a running tally of what the customer currently owed. These clients would then pay less at the end of the year to use their credits paid through out the year. The single ops system says the best practice is to return the additional funds through a refund. When it is pennies on the dollar though, the cost to refund is more than the credit they receive.

The user interface and ability to coordinate departments and tasks is unmatched. Other platforms have so many layers and hit the "save" button before you do anything moments, Not with SingleOps. The color coding, the templates for most everything we ever need to communicate, and the simplicity is intuitive.We chose what focuses were most important to us as a company and built it up through an easy integration process.

Hmmm.., sure- it isn't the cheapest- but our decision was about quality not penny-pinching, when it came to running our business and continuing to provide the level of service, we strive to offer from start to finish.

This program offers where you can set up a line item as an optional checkbox that a customer can select if they want work done or not, and it will automatically add the price on based on what you have put in the box. This feature is one of my favorite parts about this program. I really like how the Google Maps seems to be connected internally Somehow when you put an address in and it’ll pop up how many miles you have to that location right away and you don’t have to go separately in and check it.

At first, we started out with an up charge for credit card processing fees and when customers would run their cards the system would automatically insert that charge for the customer then as time went on they later discontinued that feature now we have to figure out how to get it put on line items and it’s really quite annoying.

Great for scheduling, and CRM this is pretty much what we use it for. Great for access across members in the company

Customizing it to fit our company is not perfect, but sadly no program we have tried is. Short of designing our own software this has been the best fit thus far.

(1) Ease of use: The other software program we were using was difficult to navigate. Our employees don't want to spend half of their time in frustration trying to navigate a complicated program, and neither do I. Between the two programs, the difference was that the other one was very PC/programmer/system heavy while SingleOps is more visual/intuitive in scope. (2) Program features: SingleOps program features, for the most part, allows us to do what we need to do to serve our customers well. From an office perspective, I love how easy it is to use the calendar for scheduling, billing, and for being able to assign tasks to not only the crew but also for myself. I love it that the customer can click to accept proposals so that we don't have to deal with so much paper. It's great to be able to put notes for the crew so that they can see information they need. Integration with QuickBooks was a must, as well. There are just so many great features I can't list them all here! (3) Customizability: It is very helpful that we can customize our proposals, terms and conditions, work orders, invoices, emails, and paid invoices. (4) Customer service: We appreciate that SingleOps customer service reps are native English speakers. SingleOps reps are always friendly, helpful, and sometimes they can even make suggestions for work arounds. They are great at coming up with workable solutions.(5) Program requests implementation.

(1) Customizability: SingleOps would have really knocked it out of the park if we could also have customizable Pre-Job Brief Hazard Assessment forms, which are OSHA requirements for our industry. (2) Program Features: When entering a city name, the zip code does not autofill. On the calendar the Job Name will appear, but not the address (unless you click on the Job Name). Would like to have the option for the address to appear. Cannot see which user did what actions on a specific job. Would like to be able to determine who may have changed something and when. Would like to be able to view all scheduled jobs for any given month at one time on a map. When I want to add a job based upon location, I currently have to use GoogleMaps to look each address up individually to determine which is closest. It would be faster/easier if I could see the map of the scheduled jobs and drag and drop the one I want to schedule on the same date next to a job that has already been scheduled that is in close proximity.

The ability to keep jobs organized by items used, job type, sales rep, etc. has greatly improved our ability to track progress, schedule work, assign crews, purchase needed materials in a timely fashion, etc. We went from baskets and peg boards full of paper to a clean and efficient system of Job Management that has greatly improved our efficiency and productivity.

Hard to say what my least favorite feature is. In many ways, if there is some aspect of some part of the system that you don't like or don't want to see or use, you can update your experience via functions that allow users to save sorting criteria, for example. So within the Job Management page, if you want to always see the oldest jobs at the top or if you want to see different columns of data, you can make those changes and save the settings so the page will always load this way. When I have come across aspects that I thought could be improved or an experience that wasn't really working for me, I reach out to Support and I am always able to speak with someone who will listen to my concerns and either make an internal suggestion on how to improve something, or even help me to customize my experience or educate me on a particular function to show me how i can properly utilize something i wasn't understanding.

SingleOps offers user-friendly navigation and efficiently manages all the essential information we require.

The route planning feature leaves much to be desired, and the mobile app frequently experiences lag, failing to save your data when your phone screen goes black.

It had some functions like checklist options for the proposals.

You have to buy the software for $3600 + upfront and can only get a refund of 75% if cancelled in the first 30 days. Unfortunately, it will take at least 30 days to get all of your personal info, banking, customer base and templates uploaded, set up and get the system customized. Then you have to begin the training. I was only able to do training once a week, so four one hour sessions. Not enough time to decide whether or not this is going to work for your company. Once we decided it was not the best fit for us as it was too slow and not really all that user-friendly for someone working in the field. Also, a bit expensive when you add your key field employees, office people and sales teams.

We just spent $3600 on a program we never used. When I tried to get an explanation of why I wasn't offered the monthly plan here is the story we got: If you are on monthly billing you can cancel at any time. This type of billing doesn't have any commitments since its month to month. If you are on quarterly, bi-annual or annual billing you can cancel within the first 30 days and receive a partial refund of 75% of the total purchase price. When I told her we were not given that option, she stated: I understand your concern. We have a lot of clients that are grandfathered into the monthly billing so this isn't a billing service we offer actively to our new customer base. Hence, that is likely a reason the Account executive didn't offer this type of billing.