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Kaitlin

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  • Associate a Purchase Order with a Job or Visit

    1. Knowledge Base
    2. Purchases, Inventory & Expenses

    A Purchase Order in SingleOps can be associated with a Job or Visit in order to track costing or to add a billable expense to an Invoice. Although all Purchase Orders that sync to QuickBooks appear...

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  • Create a Task/Estimate from the Route Planner

    1. Knowledge Base
    2. Scheduling

    Route Planner available on Plus & Premier Tier Tasks can be created directly from the Route Planner. This is a fast and easy way to create and schedule an Estimate simultaneously for an existing...

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  • Manage Customer Communication

    1. Knowledge Base
    2. Communication

    The SingleOps report catalogue includes 2 Customer Communication reports that provide data on all communications sent out of SingleOps by date & status. These reports include the Email Report & the...

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  • Connect QuickBooks Desktop & Web Connector

    1. Knowledge Base
    2. Quickbooks

    QuickBooks Desktop Integration available on Plus & Premier Tier In this article: Connect Quickbooks Desktop to SingleOps Connect/ Reconnect Web Connector  Connect QuickBooks Desktop Video   Connect...

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  • Merge Clients

    1. Knowledge Base
    2. Clients & Contacts

    The Merge Client tool is a great way to help clean up your Client list. For example, misspelled Client names may result in duplicate Clients. Follow the steps below to merge Clients:  Merge Clients...

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  • GPS Tracking Powered by FleetSharp

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

    GPS Tracking & Timesheets available on Premier Tier, only.In this article: GPS Tracking Powered by FleetSharpOrder GPS Trackers      Re-Ordering TrackersInstall GPS TrackersAssign VehicleGPS in Man...

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    • 1 follower
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  • Manage Account Payment Methods & Billing

    1. Knowledge Base
    2. Admin & Account Settings

    Follow the steps below to access your Stripe account through SingleOps. In Stripe, you can update payment method on your account, update your credit card payment on file, download invoice copies, a...

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  • Create a Lawn Care Proposal

    1. Knowledge Base
    2. Jobs

    Create a Lawn Care Proposal Create a Lawn Care Proposal Video Example Lawn Care Proposal   Create a Lawn Care Proposal Create Proposal  Add Details: Customer, Job Name, Operation, Visit Location*...

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    • 1 follower
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  • Visits Report

    1. Knowledge Base
    2. Reports

    The Visits Report in SingleOps provides summarized data on all Visits in your SingleOps account.In this article:Navigate Visits ReportVisits Report FiltersSummary Data For Business Insights (Premie...

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  • Release Note | 10.2.2025

    1. Product Updates
    2. Release Notes

    This week we are excited to announce an update to Tree Inventory! As of this update, you are now able to add custom notes to individual trees.  The notes will appear in “Tree History” in the Tree I...

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