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Kaitlin

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  • Customer Types

    1. Knowledge Base
    2. Clients & Contacts

    Customer Types are a great way to categorize your Clients for reporting & pricing purposes. In this article: Create Customer Types Using Customer Types   Create Customer Types Navigate to: Set...

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    • 1 follower
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  • Adding Labor or Revenue to the Calendar

    1. Knowledge Base
    2. Scheduling

    On the SingleOps Calendar, you can view either your Invoice Totals or Estimated Labor Totals, for each Visit and each day for projects that requite crews to meet a certain projected daily revenue t...

    • Edited
    • 1 follower
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  • Percentage Markup

    1. Knowledge Base
    2. Purchases, Inventory & Expenses

    SingleOps provides users with an easier way to markup Items and services when creating proposals. In this article:Terms & DescriptionsCost Plus / Percentage MarkupUsing Cost Plus or Percentage Mark...

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    • 1 follower
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  • Global Search Bar

    1. Success Center
    2. Getting Started

    The most powerful search feature within SingleOps is the Global Search Bar feature located in the top-left region of every page. What it searches for What it finds and how it displays Partial strin...

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    • 1 follower
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  • Job Templates

    1. Knowledge Base
    2. Admin & Account Settings

    Job Templates allow you to accelerate the speed in which you can create Proposals or Active Jobs by automating the creation process using a template with preselected information.  In this article: ...

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    • 1 follower
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  • Switch Quickbooks Accounts

    1. Knowledge Base
    2. Quickbooks

    Common Scenarios  QBD > QBO, Migrating Company File  QBD > QBO, New Company File (Not Migrating Old File) Common Scenarios As your business grows and changes, you may need to connect a new Quickboo...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Sending Emails

    1. Knowledge Base
    2. Communication

    In this article: Emails Overview Send a Job or Visit Email Send an Invoice Email Batch Send Job Emails Batch Send Visit Emails Batch send Invoice Emails   Emails Overview There are a few different ...

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    • 1 follower
    • 0 comments
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  • Create a Full Service Landscaping Proposal Group

    1. Knowledge Base
    2. Jobs

    Create a Full Service Landscaping Proposal Group Create a Full Service Landscaping Proposal Group Video Example Full Service Landscaping Proposal Group   Create a Full Service Landscaping Proposal ...

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    • 1 follower
    • 0 comments
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  • Payment Totals Report

    1. Knowledge Base
    2. Reports

    The SingleOps Payment Totals Report shows the total net payments by Operation. Navigate the Payment Totals Report Payment Totals Report Filters Search Payment Totals Report Payment Totals Report Co...

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    • 1 follower
    • 0 comments
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  • Prepay

    1. Knowledge Base
    2. Invoices & Payments

    In this article: QuickBooks Set Up       Set Up QuickBooks Account for Prepay       Set Up SingleOps Account for Prepay       Set Up Prepay in QuickBooks Video  Enable & Accept Prepay on Jobs Apply...

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    • 1 follower
    • 0 comments
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