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Kaitlin

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Recent activity by Kaitlin
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  • SingleOps Onboarding

    1. Success Center
    2. Getting Started

    • Edited
    • 1 follower
    • 0 comments
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  • QuickBooks Getting Started

    1. Success Center
    2. Getting Started

    Step 1: Setup Step 2: Connect to Quickbooks Step 3: Practice Makes Perfect   Step 1: Setup Confirm Sales Tax Configuration Confirm Sales Tax is setup correctly in Quickbooks.  Set Up ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • iOS Update (16.4.1)

    1. Success Center
    2. Troubleshooting

      The latest iOS Update (16.4.1) has broken many apps like ours that offer mapping and location functionality within a web frame. Our team is investigating this issue, however Apple has not communi...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Revenue Over Time Widget

    1. Knowledge Base
    2. Dashboards

    Overview Our second Man Hour report widget. Keep this widget handy as it shows you how much money your jobs bring in for each billable hour of labor. This widget uses the Sales by Operation Report ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Margin Per Man Hour Widget

    1. Knowledge Base
    2. Dashboards

    Overview One of two Man Hour widgets. Use this one to help assess the efficiency and productivity of your company's workforce. This widget uses the Man Hour Report and is using data from Margin/Hou...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Labor Progress Report Widget

    1. Knowledge Base
    2. Dashboards

    Overview Track the actual progress of your jobs with this widget. Keep tabs on how projects are advancing compared to their planned schedule, enabling you to identify any delays or issues early on....

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Sales Over Time Widget

    1. Knowledge Base
    2. Dashboards

    Overview Use this widget to track and analyze past sales trends. It can help you anticipate seasonal patterns and peak demand periods, allowing you to adjust staffing and resources to meet customer...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Sales Leaderboard Widget

    1. Knowledge Base
    2. Dashboards

    Overview Which one of your sales reps is selling the most? Keep track of your best sales reps and motivate your sales team with the Sales Leadership widget! The Sales Leaderboard Widget will show t...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Proposal Conversion Widget

    1. Knowledge Base
    2. Dashboards

    Overview Gain further insights into your sales performance and optimize your conversion rates. Use this widget to assess the effectiveness of your sales team as well as set realistic sales goals an...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Revenue Per Man Hour Widget

    1. Knowledge Base
    2. Dashboards

    Overview Use this widget to track Revenue billed through the year. Ensure your trend is growing! Similar to the Margin Per Man Hour widget, this widget uses the Man Hour Report and follows a simila...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes