Knowledge Base

Admin & Account Settings

• Account Settings Overview
• Your Company Information
• Manage Licenses
• Add or Edit a User
• Deactivate or Activate a User
• Manage Account Payment Methods & Billing

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Clients & Contacts

• Set Up Jobs with Multiple Contacts
• Handling Anonymous Portal Clients
• Add Your Client Portal to Your Business Facebook Page
• Custom Contact Type
• Client Portal
• Merge Clients

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Jobs

• Full Job Workflow in SingleOps
• Create a Lead
• Create or Convert a Proposal
• Create a General Tree Care Proposal
• Create a PHC Proposal
• Create a Lawn Care Proposal

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My Day, Timesheets & Labor Tracking

• My Day Page Admin Overview
• Manage Timesheets for Admin Users
• My Day & Timesheets for Crew Users
• Create & Use Labor Resources
• GPS Hardware Troubleshooting Guide
• GPS Tracking Powered by FleetSharp

Scheduling

• Managing the Route Planner
• Route Capacity
• Route Memorization
• Route Planner Settings
• Batch Reschedule Visits/Tasks
• Create a Task/Estimate from the Route Planner

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Reports

• Invoices Report
• Jobs Report
• Items Report
• Payment Records Report
• Visits Report
• Timesheet Summary Report

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Dashboards

• Dashboards Overview
• Revenue Over Time Widget
• Margin Per Man Hour Widget
• Labor Progress Report Widget
• Sales Over Time Widget
• Sales Leaderboard Widget

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Communication

• Automations
• Communication History
• Manage Customer Communication
• Create a PHC Leave Behind or Completion Report
• Sending Emails
• Email Templates

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Purchases, Inventory & Expenses

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

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Quickbooks

• Syncing Between SingleOps & QuickBooks
• QuickBooks Online Error Code Resolutions
• QuickBooks Desktop Error Code Reference Guide
• QuickBooks Settings Page
• Connect or Re-Connect QuickBooks Online
• Connect QuickBooks Desktop & Web Connector

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Invoices & Payments

• Why Your Gross Invoice Was Rejected | ProPay FAQ & Troubleshooting
• Set Up SingleOps Payments Powered by ProPay
• FAQ: SingleOps Payments Powered by ProPay
• ProPay Account Management in SingleOps
• ProPay Merchant Statement Breakdown
• Reconcile Funds | ProPay

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