Sales Rep / Estimator

Get to Know SingleOps

• Job Workflow Video ~10 minutes
  Watch this to get a full understanding of how your role impacts everyone else on your team. Also learn common SingleOps terminology. 
• SingleOps Terminology
  Get to know our commonly used terms in SingleOps, along with descriptions for each word or phrase.
• One Off & Recurring Jobs
  Learn about One Off & Recurring jobs and how to schedule them using SingleOps.
• Sales Rep Best Practices
  Learn how to manage your pipeline and track your success.

Leads in SingleOps

In SingleOps, Leads can be created and scheduled in a few different ways:

• Calendar
• Route Planner
  
• My Day Page

Estimating in SingleOps

• Create a Proposal
  Follow this step-by-step guide to create a proposal.
• Proposal Creation and Lead Configuration Video ~12 minutes
  Watch this video to learn how to create an proposal and configure leads in SingleOps.
• Proposals- From Your Clients' Prospective Video ~3 minutes
  Watch this video to see the proposal from your clients point of view.

Upselling and Sales Efficiency

• Options Proposals 
  This allow you to upsell by adding recommended products and options. This provides flexibility to your customers, ensuring they accept your business.
• Property Measurements
  This is a tool that can be used to mark & measure the square or linear footage of an area on a Job’s site map.
• Map Pins
  Map pins can be used to denote locations on a Job's site map in order to mark trees, target work areas, pinpoint hazards, etc.
• Production Rates
  These are formulas that calculate quantity for an item (not price). These are great for easy and accurate estimating. 

Getting Paid Faster

• Prepay
• Deposits
• ProPay
  ProPay is SingleOps' payment processing system that includes the ability to process payments via ACH.
• GreenSky Financing
  GreenSky is a lending financial technology company used at the point-of-sale as promotional credit.