Knowledge Base

Video Tutorials

• Core Features
• Beyond Basics
• Webinars

Account Management

• Your Company Information
• Document Templates
• Operation Level Branding
• Alternate Documents
• Deactivate a User
• Custom Input Sections

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Clients

• Create a New Client
• Client Portal
• Merge Clients
• Multiple Visit Locations Per Client
• Customer Types
• Create a Client Notice

Jobs

• Updated Prepay
• Proposal Group Templates
• On Demand Jobs
• Create a Proposal
• Create a Lead
• Job Templates

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Items

• Production Rates
• Items Overview
• Units of Measure
• Item Categories
• Item Groups
• Quantity Based Pricing

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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 Memorization
• Optimize a Route
• Multiple Assignees on Route Planner and Calendar
• Managing the Route Planner
• Create a Task/Estimate from the Route Planner
• Create a Route

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Communication (Email and Text)

• Text Messaging
• Whitelist an Email Address
• Text Message Template Data Tags
• Batch E-mail Proposals & Invoices
• Email Templates
• Manage Customer Communication

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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
• Line Item Report

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Purchase Orders & Expenses

• Create & Approve Purchase Orders
• Subcontracted Work
• SingleOps Inventory
• Add New Vendors
• Associate a Purchase Order with a Job or Visit
• Add Expenses to Completed Work

Quickbooks

• QB Error Overview & Quick Reference Guide
• QB ID Clear (Fix for 3120 & 3240 Errors)
• Best-practice tips for using the Quickbooks Sync Wizard
• Quickbooks Desktop Sync/Reconnect Web Connector Video
• Quickbooks Sync Chart
• Quickbooks Online Error "Invalid Grant"

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Invoices & Payments

• Progress Billing
• FAQ: SingleOps Payments powered by ProPay
• ProPay SingleOps Payments
• Payment Gateway
• Define an Open Invoice
• Deposits

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Mobile App

• iOS App Troubleshooting (5 Steps)
• The SingleOps Mobile App

Product Releases & Ideas

• Automations
• Community Center - Login and Create Your Profile
• SingleOps Idea Portal
• Click here to see our latest Product Releases!
• SingleOps 2021 Q4 Webinar
• Keyboard Shortcuts

Best Practices

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