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Kaitlin

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  • Route Memorization

    1. Knowledge Base
    2. Scheduling

    Route Memorization is a helpful tool that allows for future ease of scheduling routes where the crew & sequence for the routes is typically the same.  *Note: This feature can only be used on routes...

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    • 1 follower
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  • Custom Contact Type

    1. Knowledge Base
    2. Clients & Contacts

    In addition to the 15 original Customer Contact Types, SingleOps users have the freedom to create their own custom Customer Contact Types. Only Admin Users can create and edit Custom Contact Types,...

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    • 1 follower
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  • Release Note | 1.22.2026

    1. Product Updates
    2. Release Notes

    Faster, Smarter Reporting: Jobs Report UpdatesWe’ve overhauled the Jobs Report to make your data more accessible and easier to navigate:5x Faster Load Times: Experience significantly improved perfo...

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  • ProPay Merchant Statement Breakdown

    1. Knowledge Base
    2. Invoices & Payments

    In this article:Account Information & HeaderSummary By Payment/Card TypeSummary By DayChargeback DetailsProPay CC Statement Example Merchant statements provide you with a simple overview of your pa...

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    • 1 follower
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  • Create & Use Labor Resources

    1. Knowledge Base
    2. My Day, Timesheets & Labor Tracking

    Labor Resources are used to track employee time across workdays and specific events, such as time spent on a Visit. Note: Any employee who needs time tracking must be set up as a Labor Resource, ev...

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    • 1 follower
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  • Route Planner Settings

    1. Knowledge Base
    2. Scheduling

    In this article: Route Planner Settings Route Planner Settings Video   Route Planner Settings Navigate toSetup > Account Settings > Search Account Settings Search: "Route Planner" Setting Descri...

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    • 1 follower
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  • Subcontracted Work

    1. Knowledge Base
    2. Purchases, Inventory & Expenses

    For work that your business subcontracts out to other companies, it is best to set-up separate Items & create Purchase Orders to record these as expenses. This feature allows you to record subcontr...

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    • 1 follower
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  • Add or Edit a User

    1. Knowledge Base
    2. Admin & Account Settings

    In this article:What is a User?Add or Edit Users What is a User?In SingleOps, a User refers to an individual who has access to the platform. Users are assigned specific roles based on their respons...

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    • 1 follower
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  • Quickbooks Online Best Practices

    1. Success Center
    2. Best Practices

    Daily Workflow Reduce Duplicate Data Entry🎥 Daily Workflow Video🎬 QuickBooks Webinars & More Daily Workflow The QuickBooks Online Unsynced Entities should be checked daily. This will list all entit...

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    • 1 follower
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  • Create a General Tree Care Proposal

    1. Knowledge Base
    2. Jobs

    Create GTC Proposal Create GTC Proposal Video  Example GTC Proposal   Create GTC Proposal Create Proposal  Add DetailsCustomer, Job Name, Operation, Visit Location Is this a one-off job or recu...

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    • 1 follower
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