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

• Jobs Overview
• Marketing & Leads
• Estimating & Proposals
• Post-sales, completed jobs & approved jobs

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
• Dashboards

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 or Re-Connect QuickBooks Online
• QuickBooks Status Code Reference Guide
• Quickbooks Sync Advanced Troubleshooting

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Invoices & Payments

• Financing
• Invoicing
• Payments
• Deposits & Prepay