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 Sales Rep Best Practices |
Watch the ~5 minute daily workflow video to learn more about how you will use SingleOps | |
| 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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| Whether you have a scheduling team, or you build your day, review how to schedule your onsite estimates. | ||
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View estimates on the |
The My Day Page is how you will manage estimates out in the field | |
| Use step by step guide for building proposals by service type. | ||
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Practice |
Get comfortable with how to follow up on bids with your customers. | |
| Watch the ~3 minute video to learn how your customer's will view and accept proposals | ||
Step 4: Track Your Success |
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| Use the Sales Leaderboard to see how you are pacing | ||
| Dig into close rates with the sales rep report | ||
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