Jobs

Active Jobs

• How to batch renew recurring jobs
• Using the retain client/location option
• Using markup as a percentage
• How to use map pins
• How to add photos to your jobs and line items
• How to create and use custom inputs

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Invoices

• Invoice Management Filters
• When can I send an invoice from SingleOps?
• Invoice date vs due date
• Invoices, Proposals, and Work Orders

Leads

• Creating a new task when there's not yet a job

Proposals

• Requiring a signature for electronically transmitted proposals