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:
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.
- Production Rates
These are formulas that calculate quantity for an item (not price). These are great for easy and accurate estimating.
Getting Paid Faster
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.