Kaitlin
Articles
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Why Your Gross Invoice Was Rejected | ProPay FAQ & Troubleshooting
In this article, learn what a Gross Invoice is, why a payment might be rejected in ProPay, and how to quickly resolve the issue on your own. This article explains the Gross Invoice process in plain...
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Set Up SingleOps Payments Powered by ProPay
In this article:Sign Up for ProPayAccount ConfigurationsSet-Up/Update Payment Gateway Sign Up for ProPay Navigate to: Setup > Payments > Payments Setup Once you are on the Sign Up/Status Page, e...
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My Day Page Admin Overview
The My Day page allows Users to see their entire day in one centralized location and is ideal for Crew members to use in the field. Any assigned Task or Visit will display on the User's My Day page...
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Managing the Route Planner
Route Planner available on Plus & Premier Tier In this article: Tools & Descriptions Route Planner Overview Video Tools & Descriptions Filters These can be applied to your list of unschedule...
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Invoices Report
The SingleOps Invoices Report provides summarized data on all Invoices. In this article: Navigate the Invoices Report Invoices Report Filters Summary Data for Business Insights Search Invoices Repo...
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Syncing Between SingleOps & QuickBooks
In this article:QuickBooks Sync ChartIntegrating SingleOps and QuickBooks OnlinePost Integration ReviewSyncable/ Non-Syncable Symbols from QuickBooks to SingleOps QuickBooks Sync ChartHere you will...
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Account Settings Overview
Account Settings Navigation:Navigate to: Setup > Account Settings*Note: Only Admin users have access Account SettingsAccount Settings Type:CompanyJobsFeaturesScheduleInvoiceEmailsInventoryLaborRo...
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Full Job Workflow in SingleOps
Full Job Workflow Video Full Job Workflow Stages Full Job Workflow Video Watch this ~6min video walk through of a Job from start to finish! See how easy it is to manage your full business work...
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Contacting SingleOps, Support vs. Customer Success
When to contact Support vs. Customer SuccessContact the Customer Success TeamContact the Support TeamTips to get help fast When to contact Support vs. Customer Success?*Note: SingleOps Support is ...
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Create & Approve Purchase Orders
Purchase Orders available on Premier Tier, only. Purchase Orders in SingleOps can be used to track Job costing by entering purchases related to Jobs/Visits or to track purchases for Inventory. Mate...