Knowledge Base

Admin & Account Settings

• Account Settings
• Templates & Documents
• Subscription & Users
• Items & Item Groups
• SingleOps Terminology
• Operation Level Branding
• Enabling Location Services in Browser
• Add an Operation
• Custom Inputs
• Add & Use Tags

Clients & Contacts

• Custom Contact Type
• Client Portal
• Merge Clients
• Multiple Visit Locations Per Client
• Customer Types
• Clients Overview Video

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Jobs

• On Demand Jobs
• Proposals - From Your Clients' Perspective
• Pick Up Jobs Video
• How to End a Job Video
• Map Pins
• Add Images to Jobs & Line Items

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Timesheets & Labor

• GPS Hardware Troubleshooting Guide
• GPS Tracking Powered by FleetSharp
• Timesheets
• Labor Schedules Video
• How to Use My Timesheet
• Create & Use Labor Resources

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Scheduling

• Calendar
• Route Planner
• My Day
• Batch Reschedule Video

Reports

• Reports Overview
• Sales & Payments Reports
• Items Reports
• Labor Reports
• Expenses & Job Costing Reports

Communication

• Automations
• Text
• Email
• Email and Text Templates Video

Purchases, Inventory & Expenses

• Costing
• Inventory Management
• Purchases & Expenses

Quickbooks

• Account Settings for QuickBooks
• Syncing Between SingleOps & Quickbooks
• Connect QuickBooks Desktop & Web Connector
• Connect QuickBooks Online
• Manage Quickbooks Online
• Manage QuickBooks Desktop

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Invoices & Payments

• Financing
• Invoicing
• Payments
• Deposits & Prepay

Best Practices

• Design Build/Install Best Practices
• Time & Materials Best Practice
• Sales Rep/Estimator Best Practices
• Billing Best Practices
• Change Orders
• JSA Best Practices

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Troubleshooting

• Clear Your Google Chrome / Safari Cache- Mac & PC
• Community Center
• Contacting SingleOps Support
• iOS App Troubleshooting (5 Steps)
• Keyboard Shortcuts
• Search, Sort, & Filter to Find What You Need

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