Kaitlin
Articles
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Release Note | 3.20.2025
Today we’re excited to release two product updates: Adding Weather Information on Line Items Report - For businesses that are applying chemicals on a client’s property, capturing weather data is...
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Item Groups
An Item Group is a collection of Items, pre-built for quick addition to a Job. When estimating, you may find yourself frequently using the same group of Items. For example, you know when planting ...
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Email and Text Templates Video
*Note: Some of the content in this video may reflect a previous version of SingleOps
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Sales by Operation
Navigation: Reports > Sales and Payments > Sales by Operation Columns Operation Operation or service name (e.g. maintenance, design/build, tree service, etc.) If None are selected, all will...
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Lead Status
Statuses on the Leads page help you immediately understand the critical details of a Lead. They are automatically set by information you input into SingleOps, and designed to help you action Leads ...
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Milestone Progress Billing
Progress Billing is an invoicing method for One-Off Jobs that allows you to bill clients based on completed work. Created with Design/Build in mind, this feature gives you more control over the inv...
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Release Note | 3.6.2025
After weeks of testing and improvements, today marks the release of Tree Inventory in SingleOps, providing tree care businesses with a more efficient way to track trees, build proposals, and docume...
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Manual Progress Billing
Progress Billing is an invoicing method for One-Off Jobs that allows you to bill clients based on completed work or as needed. Created with Design/Build in mind, this feature gives you more control...
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Release Note | 2.20.2025
Today we are excited to announce improvements to SingleOps that will help you access and customize details about your communications with clients more quickly. We’re also releasing updated customiz...
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Attach PDFs
In this article: Attach PDFs to ALL of One Type of Document Template Attach PDFs to an Operation Attach PDFs to a Job Attach PDFs to an Item Additional Notes Attach PDFs to ALL of One Type of Doc...