Knowledge Base

Account Management

• Operation-level Branding
• Document Template Overview
• Removing a User
• Custom Input Sections
• Loaded Labor Rate Formulas
• Minimum Service Interval

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Clients

• Client Portal
• Multiple Locations on Client Profiles
• Customer Types
• Create a Client Notice

Jobs

• On Demand Jobs
• Proposal Groups
• On Hold for Clients or Jobs
• Rejecting a Visit on a Recurring Job
• Notes on Jobs and Visits
• Visit Splitting

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Items

• Production Rates
• Percentage Discounts
• Item Settings
• Units of Measure (UoM)
• Item Categories
• Item Groups

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Calendar

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

Route Planner

• Route Optimization
• Multiple Assignees on Route Planner and Calendar
• Route Planner Overview
• Create a Task (Estimate) from the Route Planner
• Adding a Route in Route Planner
• 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

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Reports

• Visit Profit Margin Report
• Jobs, Visits, and Invoices Report Webinar
• Master Line Item Report
• Invoices Report
• Job Labor Report

Purchase Orders & Expenses

• Inventory Overview
• Inventory Management
• Purchase Order vs. Expense vs. QuickBooks Bill
• Associating a Purchase Order with a Job or Visit
• Add an Expense to a Completed or Approved Job
• Resetting Inventory

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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"

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Invoices & Payments

• Overdue Invoices
• Printing Invoices
• Invoice Roll Ups (RUP)
• Deposits and Partial Payments
• Prepay
• Invoice Creation by Job Type

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Mobile App

• iOS App Troubleshooting (5 Steps)
• Mobile App

Product Releases & Ideas

• SingleOps Idea Portal
• Click here to see our latest Product Releases!