Office Scheduling Getting Started

Step 1: The Basics

Step 2: SingleOps Overview

Step 3: Practice Makes Perfect

 

Step 1: The Basics 

Login at
app.singleops.com

Bookmark https://app.singleops.com/ to your browser or phone home screen for quick access to SingleOps!

Open the
SingleOps In-App Success Center

Your hub for what's new with SingleOps

Meet your team
Contacting SingleOps, Support vs. CSM

Support is a great resource if you need help!
Practice Using
Global Search 
Easily find clients, bids and more

 

Step 2: SingleOps Overview

Review the
Full Job Workflow in SingleOps
Watch the ~6 minute workflow video to see how SingleOps works
Review
Scheduling Best Practice 
Watch the ~2 minute daily workflow video to learn more about how you will use SingleOps
Review all
Best Practices
See how other teams use SingleOps, and learn more about special uses. 

 

Step 3: Practice Makes Perfect 

Schedule Onsite Estimates and One Off Jobs

Calendar Overview Video
Scheduling & Unscheduling from the Calendar

Schedule Recurring Work Schedule Recurring Visits
Managing the Route Planner
Route Planner Settings

 

 

 

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