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

See all 9 articles

Jobs

• On Demand Jobs
• Proposals - From Your Clients' Perspective
• Pick Up Jobs Video
• Contracts
• Map Pins
• Add Images to Jobs & Line Items

See all 35 articles

Timesheets & Labor

• GPS Tracking Powered by FleetSharp
• Timesheets
• Labor Schedules Video
• How to Use My Timesheet
• Create & Use Labor Resources
• Labor Resources Video

See all 7 articles

Scheduling

• Calendar
• Route Planner
• My Day
• Batch Reschedule Video

Reports

• Saved Reports
• Sales by Sales Rep Report
• Summary Data for Business Insights
• Man Hour Report
• Items Report Video
• Payments Report Video

See all 13 articles

Communication

• Automations
• Text
• Email
• Email and Text Templates Video

Purchases, Inventory & Expenses

• Costing
• Inventory Management
• Purchases & Expenses

Quickbooks

• Invoice Creation & QuickBooks Syncing
• Syncing Between SingleOps & Quickbooks
• Connect QuickBooks Desktop & Web Connector
• Connect QuickBooks Online
• Manage Quickbooks Online
• Manage QuickBooks Desktop

See all 8 articles

Invoices & Payments

• Invoicing
• Payments
• Deposits & Prepay
• Invoices & Billing Video
• Prepay & Autopay Video

Best Practices

• Billing Best Practices
• Change Orders
• JSA Best Practices
• PHC Best Practices
• Fertilization/ IPM/ Turf Care Best Practices
• Snow Best Practices

Troubleshooting

• Community Center
• Contacting SingleOps Support
• iOS App Troubleshooting (5 Steps)
• Keyboard Shortcuts
• Search, Sort, & Filter to Find What You Need
• SingleOps Academy