Step 3: Practice Makes Perfect
Step 1: The Basics |
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Login at |
Bookmark https://app.singleops.com/ to your browser or phone home screen for quick access to SingleOps! |
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Open the |
Your hub for what's new with SingleOps |
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Meet your team |
Support is a great resource if you need help! |
| Practice Using Global Search |
Easily find clients, bids and more |
Step 2: SingleOps Overview |
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| Review the Full Job Workflow in SingleOps |
Watch the ~6 minute workflow video to see how SingleOps works | |
| Review Billing Best Practices |
Watch the ~4 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.) |
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Review Quickbooks Best Practices |
Quickbooks Online Quickbooks Desktop |
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| Review all Best Practices |
See how other teams use SingleOps, and learn more about special uses. | |
Step 3: Practice Makes Perfect |
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Review and Approve Jobs |
Complete & Approve a Job (Video) | |
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Send Invoices |
Sending Invoices | |
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Manage Quickbooks Syncing |
Quickbooks Online Quickbooks Desktop |
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Step 4: Track Your Success |
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The SingleOps Invoices Report provides summarized data on all Invoices. |
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| 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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