Office Billing Getting Started


Step 1: The Basics

Step 2: SingleOps Overview

Step 3: Practice Makes Perfect

Step 4: Track Your Success


Step 1: The Basics 

Login at

Bookmark 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
Billing Best Practices
Watch the ~4 minute daily workflow video to learn more about how you will use SingleOps
Quickbooks Best Practices 
Quickbooks Online
Quickbooks Desktop 
Review all
Best Practices
See how other teams use SingleOps, and learn more about special uses. 


Step 3: Practice Makes Perfect 

Review and Approve Jobs

Complete & Approve a Job (Video)

Send Invoices 

Sending Invoices

Manage Quickbooks Syncing

Quickbooks Online
Quickbooks Desktop 


Step 4: Track Your Success

Invoices Report

The SingleOps Invoices Report provides summarized data on all Invoices.   

Revenue Over Time Dashboard 

This widget uses the Sales by Operation Report and is pulling data from the Total Revenue Billed column. The Total Revenue Billed column adds up the invoice totals of all proposals accepted within a date range.





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