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  1. SingleOps Knowledge Base
  2. Getting Started

Getting Started

Icon of the Setting Up Your Account section

Setting Up Your Account

  • SingleOps Academy
  • Connecting your Quickbooks Online Account Video
  • User Overview Video
  • Creating A New User
  • Account Settings Overview Video
  • Search, Sort, & Filter to Find What You Need
See all 21 articles
Icon of the Job Workflow section

Job Workflow

  • Job Management & Report Page Overview
  • Job Workflow Overview
  • Leads Overview
  • Proposal Creation & Lead Conversion
  • Scheduling from the Calendar
  • Complete & Approve a Job
See all 15 articles
Icon of the Sales and Crew Users section

Sales and Crew Users

  • My Day & Timesheets for Crew Users
  • My Day & Timesheets for Crew Users (en EspaƱol)
  • Photos & Map Pins on Proposals
  • Sales Reps vs Assignees

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