Kaitlin
Articles
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Scheduling Visits & Tasks
In this article: Schedule a Task/Visit: From the Calendar Calendar Production View From the Route Planner During Lead Creation (On-Site Estimate) Schedule a Task/Visit From the Calendar Sch...
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Sales Rep Report
In this article: Sales Rep Columns & Descriptions Additional Notes Sales Rep Columns & Descriptions Below is a breakdown of each available column within the Sales Report: Total Sales Opportu...
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Text Messaging
The SingleOps Text feature allows Users to send text messages internally to their teams or externally to Clients regarding work that is entered into SingleOps. This is a great tool for communicatin...
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Create a Retail Ground Cover Proposal
Create a Retail Ground Cover Proposal Create a Retail Ground Cover Proposal Video Example Retail Ground Cover Proposal Create a Retail Ground Cover Proposal Create Proposal Add DetailsCustomer...
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Release Note | 6.12.2025
This week, we’re excited to introduce two new updates for SingleOps’ Tree Inventory, check out our video overview of the updates! Access Tree Inventory from Client page. Previously, you had to op...
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Why Your Business Needs Digital Payment Options
SingleOps Payments: A Guide to Getting Paid FasterAre you tired of waiting for checks in the mail and chasing down late payments? SingleOps Payments, powered by ProPay, offers a seamless and moder...
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Items Overview
SingleOps Items are the services, materials, expenses, labor, equipment, or discounts added to a job. Certain Items can also be added to Purchase Orders. In this article: Create an Item Edit an It...
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Text Templates
In this article: Create or Edit Text Message Template Dynamic Fields for Texts Add Dynamic Fields to a Text Template Liquid Alias Codes for Texts Create or Edit Text Templates Navigate to: Setu...
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Google Calendar (Gcal) Integration
Available on Plus & Premier Subscription TiersIf you have a Gmail email address or Google Workspace account, you can sync your SingleOps events — including assigned tasks and visits — directly to G...
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Man Hour Report
The Man Hour Report provides users with a visit-level breakdown of, not only profit metrics, but many other financial performance metrics as well. This report compiles all visits within the paramet...