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Kaitlin

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  • Create a PHC Leave Behind or Completion Report

    1. Knowledge Base
    2. Communication

    Create a PHC Leave Behind or Completion Report  PHC Leave Behind or Completion Report Example   Create a PHC Leave Behind or Completion Report  Navigate to: Setup > Templates > Email Templates Se...

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    • 1 follower
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  • Deposits

    1. Knowledge Base
    2. Invoices & Payments

    In this article: Deposit Settings in SingleOps Set Up (Only if using QuickBooks)       Set Up QuickBooks & SingleOps Account for Deposits       Quickbooks Set Up Video How Deposits Sync to QuickBoo...

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    • 1 follower
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  • Release Note | 8.21.2025

    1. Product Updates
    2. Release Notes

    This week, we’re rolling out updates to SingleOps that will level-up Tree Inventory and make it easier to access. We’re also rolling out an update to Invoice dates to help you track due dates and b...

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    • 1 follower
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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...

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    • 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...

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    • 1 follower
    • 0 comments
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  • 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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