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
Watch Webinars Join our expert-led webinars, hosted by the SingleOps Customer Success team. Each Session focuses on a specific topic, sharing valuable best practices and an interactive Q&A.
You can also register for upcoming webinars here (right before the Explore SingleOps Features section.)
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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