Kaitlin
Articles
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Job Labor Report
The Job Labor Report consolidates and summarizes metrics related to Job labor within a given date range (based on the Visits' scheduled date).Specifically, this Report compares and contrasts estima...
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Avoiding Email Spam Filters
If you find that your customer is not receiving your company’s emails in their inbox, your email may be tagged as a spam email. This article will explain what a spam email is and how to avoid endin...
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Tree Inventory
Tree Inventory allows you to add a tree(s) to a client’s property map on proposals, add details to that tree (e.g., species, DBH, and notes), view history, and you can also add Items to that tree o...
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Define an Open Invoice
SingleOps Invoices generate at different times depending on the Invoice type. By default, once Invoices have generated, they are considered Open Invoices & appear in the Client Portal, the Invoices...
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Release Note | 4.3.2025
Today, we’re releasing two updates to SingleOps that will improve our new Tree Inventory functionality and an improvement to our most widely used report: the Sales Rep report! Upgrade to Tree In...
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Whitelist an Email Address
Why you might not be receiving emails- Services like Gmail, Outlook.com and Yahoo! Mail block emails to protect you from unwanted or malicious email such as phishing, scams and spam. In this case, ...
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Summary Data for Business Insights
Business Insights Reporting available on Premier Tier, only. Summary Data for Business Insights (AKA build a lead source report / build a commission report / track sales conversion) enables you to ...
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Update Item Costs and Prices
In this article: Bulk Update Item Costs Bulk Update Item Prices Bulk Update Margins Update Item Costs and Prices (Video) Rounding Options Common Examples Bulk Update Item Costs Navigate to: ...
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Proposal / Proposal Group Status
Statuses on the Proposal page help you immediately understand the critical details of a Proposal or Proposal Group. They are automatically set by information you input into SingleOps, and designed ...
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Overdue Invoices
Use the Invoices Report to track Invoice due dates in SingleOps and identify overdue Invoices. With a few filtering adjustments and added Columns, a Saved Report can be created to track Overdue Inv...