Kaitlin
Articles
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Reset Password
If you've forgotten your SingleOps password, you can reset it yourself from the sign-in page. This article also covers how an admin can trigger a reset for another user and what to do if the reset ...
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Scheduling Best Practices
Resources & Tools for SchedulingScheduling Workflows🎬 Scheduling Webinars Resources & Tools for SchedulingSingleOps makes it easy to schedule drivers, sales reps and crews. Use the tools below to e...
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Manage Purchases & Inventory Best Practices
Purchases & Inventory Daily Workflow Settings🎬 Manage Purchase & Inventory Webinars Purchases & Inventory Workflow Create & Approve POs Create a Purchase Order when ordering inventory of an Item o...
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Detailed Overview of Q1 2024 Product Release
Anticipated Launch Timeline: Week of Mar 19, 2024 Background For our Q1 2024 product release, we are focused on making the platform easier to navigate, and helping you appear more professional in...
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Q1 2024 Product Launch FAQs
Client Portal FAQs Route Planner FAQs General Questions Regarding the Quarterly Launch Process Client Portal FAQs Is the Client Portal a feature available to all customers? Yes. All customers a...
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Set Up Jobs with Multiple Contacts
Set Up Jobs with Multiple Contacts Common Scenarios Set Up Jobs with Multiple Contacts Add Contacts to the Client account Select the Contact on the Job Create or edit a Job Under Additional O...
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Communication History
SingleOps brings all client communication into one centralized view (emails, proposals, texts, invoices, and more) so you can see the full history of interactions with each client in one place.This...
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Handling Anonymous Portal Clients
Below are the process steps for managing the account once leads begin to come through the Portal. Anonymous Client Portal functions as a temporary placeholder for receiving incoming leads via the C...
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SingleOps Change Logs | Q4 2025
At Granum, we pride ourselves on being transparent with our customers. This Change Log provides a running record of improvements, fixes, and performance updates in SingleOps, listed in order of com...
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FAQ: SingleOps Payments Powered by ProPay
In this article:OverviewProPay FeesLimitsFunding & ReconciliationProPay AccountPlease contact SingleOps Support for help with SingleOps Payments. Our team is best equipped to engage with our proces...