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SingleOps Knowledge Base
Knowledge Base
Knowledge Base
Video Tutorials
Core Features
Beyond Basics
Webinars
Account Management
Setting Up Automation Modules
How to Set Up Your Company Information
Document Template Types
How to Set Up Operation Level Branding
How to Edit Document Templates
Alternate Documents
See all 14 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
How to Create & Use Proposal Group Templates
On Demand Jobs
How to Create a Proposal
How to Create a Lead
How to Create & Use Job Templates
Property Measurements
See all 23 articles
Items
Production Rates
How to Create or Edit an Item
How to Create & Apply Units of Measure
Item Categories
How to Create 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 Use Route Memorization
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
See all 7 articles
Communication (Email and Text)
SingleOps Text Messaging
How to whitelist an email address with Gmail, Outlook.com or Yahoo! Mail
Text Message Template Data Tags
Batch E-mail Proposals and Invoices
How to Create or Edit Email Templates
How to Manage Customer Communication
See all 8 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
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
How to Define an Open Invoice
Deposits
FAQ: SingleOps Payments powered by ProPay
How to Set Up SingleOps Payments powered by ProPay
Setting Up A Payment Gateway
Overdue Invoices
See all 17 articles
Mobile App
iOS App Troubleshooting (5 Steps)
The SingleOps Mobile App
Product Releases & Ideas
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
