Knowledge Base

Video Tutorials

• Core Features
• Beyond Basics
• Webinars

Account Management

• How to Set Up Your Company Information
• Document Template Types
• Operation-level Branding
• How to Edit Document Templates
• How to Deactivate a User
• Custom Input Sections

See all 12 articles

Clients

• How to Create a New Client
• How to Use the Client Portal
• How to Merge Clients
• Client Portal Overview
• How to Add & Manage Multiple Visit Locations for One Client
• How to Create & Use Customer Types

See all 7 articles

Jobs

• On Demand Jobs
• How to Create & Use Job Templates
• Property Measurement
• Proposal Groups
• On Hold for Clients or Jobs
• Rejecting a Visit on a Recurring Job

See all 21 articles

Items

• Production Rates
• How to Create or Edit an Item
• How to Create & Apply Units of Measure
• Item Categories
• Item Groups
• Quantity Based Pricing

See all 11 articles

Calendar

• Unscheduling Jobs in the Calendar View
• Google Calendar (Gcal) Integration
• Adding Labor or Revenue to the Calendar
• Production Calendar View

Route Planner

• How to Optimize a Route
• Multiple Assignees on Route Planner and Calendar
• How to Manage the Route Planner
• Create a Task (Estimate) from the Route Planner
• How to Create a Route
• Scheduling Visits and Tasks

Communication (Email and Text)

• How to whitelist an email address with Gmail, Outlook.com or Yahoo! Mail
• Text Message Template Data Tags
• "Freemail" Domains
• Prevent Spam Complaints
• Batch E-mail Proposals and Invoices
• E-mail Templates

See all 14 articles

Reports

• Sales by Sales Rep Report
• Summary Data for Business Insights
• Margin Per Man Hour Report
• Visit Profit Margin Report
• Jobs, Visits, and Invoices Report Webinar
• Master Line Item Report

See all 8 articles

Purchase Orders & Expenses

• How to Create & Approve Purchase Orders
• How to Set Up Subcontracted Work in SingleOps
• How to Use SingleOps Inventory
• How to Add New Vendors
• When to Associate a Purchase Order with a Job or Visit
• How to Add Expenses to Completed Work

Quickbooks

• QB Error Overview & Quick Reference Guide
• QB ID Clear (Fix for 3120 & 3240 Errors)
• Quickbooks Desktop Sync/Reconnect Web Connector Video
• Quickbooks Web Connector Error Code: QBWC1039
• Quickbooks Sync Chart
• Quickbooks Online Error "Invalid Grant"

See all 11 articles

Invoices & Payments

• Deposits
• Overdue Invoices
• Printing Invoices
• Invoice Roll Ups (RUP)
• Partial Payments
• Prepay

See all 14 articles

Mobile App

• iOS App Troubleshooting (5 Steps)
• Mobile App

Product Releases & Ideas

• SingleOps Idea Portal
• Click here to see our latest Product Releases!
• Limited Release
• Keyboard Shortcuts

Best Practices

• Best Practices for Contacting Support
• Plant Health Care - Level One
• Plant Health Care - Level Two
• Plant Health Care Workflow Supplement