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Kaitlin

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  • Release Note | 7.24.2025

    1. Product Updates
    2. Release Notes

    This week, we’re rolling out updates to help you move faster and work more clearly in SingleOps—from staying oriented in job tables to simplifying route planning Sticky Headers on Jobs Pages: Colu...

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  • Schedule Recurring Visits

    1. Knowledge Base
    2. Scheduling

    In this article: Schedule Recurring Visits  Unschedule Routes  Navigating the Route Planner Generate Visits for On Demand Jobs Generate Visits Columns Recurring visits should be scheduled using the...

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    • 1 follower
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  • Email Templates

    1. Knowledge Base
    2. Communication

    In this article:Create or Edit Email TemplatesAdd Images/LogoAdd Hyperlinks & ButtonsAdd Dynamic FieldsLiquid Alias Codes Create or Edit Email Templates Navigate to: Setup > Templates > Email Templ...

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  • Clients & Contacts

    1. Knowledge Base
    2. Clients & Contacts

    Create a New Client Create a Contact Add Contacts to Jobs & Proposal Groups Contacts Client List Client Page   Create a New Client Navigate to: Clients > New Client or select Add New Customer w...

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    • 1 follower
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  • Proposal Group Templates

    1. Knowledge Base
    2. Admin & Account Settings

    Proposal Group Templates allow you to accelerate the speed in which you can create Proposal Groups by automating the creation process using a template with preselected information (Job Templates). ...

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    • 1 follower
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  • Saved Reports

    1. Knowledge Base
    2. Reports

    A Saved Report is a custom report that can be created and customized by an Admin User. This feature allows you to save a Report Template showing specific Operations, Job Stages, Sales Reps, Items, ...

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    • 1 follower
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  • Create a Design Build/Install Proposal

    1. Knowledge Base
    2. Jobs

    Create a Design/Build Proposal Create a Design/Build Proposal Video Example Design/Build Proposal    Create a Design/Build Proposal  Create Proposal  Add DetailsCustomer, Job Name, Operation, Vis...

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    • 1 follower
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  • Synlawn Inventory Guide

    1. Knowledge Base
    2. Purchases, Inventory & Expenses

    In this article:Manually Set Up & Manage Synlawn Inventory VideoManually Set Up & Manage Synlawn InventoryAllocate Synlawn Inventory to JobsOrdering & Receiving Synlawn Inventory Manually Set Up & ...

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  • Invoices Page

    1. Knowledge Base
    2. Invoices & Payments

    The Invoices page is designed to be your one-stop-shop for accessing and actioning your Invoices. It includes columns, such as Invoice Status, Visit Stage and Invoice Age. It also includes extensiv...

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  • Release Note | 7.10.2025

    1. Product Updates
    2. Release Notes

    This week, we’re excited to continue updates to Tree Inventory in SingleOps! Today’s release note highlights this week’s update and also includes reminders of the updates we’ve made over the last q...

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