Today we are excited to announce improvements to SingleOps that will help you access and customize details about your communications with clients more quickly. We’re also releasing updated customization for users of Combined Billing Schedules.
Improvements available now:
- Communication History on Client Details page: Since adding Communications History to the Invoices page in late 2024, feedback has been very positive on the ability to have quick access to this communications record. We’re now adding this to the Client details page, so that your team can easily access communications history when pulling up a client in SingleOps.
- Edit and Delete Comments in Client Communication History: In the Communications History on both the Client Details page and from the Invoices page, we are adding the ability to edit or delete comments.
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Adding the Ability for Admins to Edit Combined Billing Schedules (CMBs): For the longest time, only SingleOps Support had the ability to edit CMBs to a certain degree. We now want to give this permission to Admin users as well.
Items in Beta Testing (and wider release TBD):
- Tree Inventory: This week, we’re releasing an update that enables the inventoried trees to appear on the client-facing proposal PDF and the crew-facing work order, allowing you to appear more professional in front of your clients and help crews know exactly which tree needs work!
- If you are interested in testing tree inventory and giving us feedback, please contact me at rrinaldi@singleops.com.
As always, if you have any feedback on these changes, please feel free to reach out. Have a great week!
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