Kaitlin
Articles
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Units of Measure
A Unit of Measure (UoM) is used to specify how you measure each Item included on a Job (i.e., Man Hours, Square Feet, Ounces, etc.) It is important to consider the UoM when setting up Items to ensu...
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Add Images to Jobs & Line Items
Images can be added to Jobs in SingleOps at both the Job level & the line item level. This feature is great for businesses that depend on images to track the health progress of a tree, to confirm t...
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Release Note | 11.7.2024
Today we are excited to announce more improvements to the Invoices pages in SingleOps + a number of smaller fixes to how SingleOps helps you action your business data more efficiently and accuratel...
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Actual vs. Billable
While adding Line Items to your Jobs, you may have noticed the two check boxes labeled Actual & Billable, these settings determine what information is shown on the documents visible to customers an...
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Production Rates
In this article: What are Production Rates? Set Up Production Rates Use Production Rates Common Conversions Common Examples: IPM/Turf/Fert Installs/enhancements Mowing/Maintenance Turf Mowing Turf...
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Release Note | 10.24.2024
Today we are excited to announce a variety of improvements to the Proposals, Leads, and Invoices pages in SingleOps - all have been designed to help you action your business data more efficiently a...
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Role Permissions
In this article: Role Types & Descriptions Default Role Permissions & Restrictions Permission Adjustments Role Types & Descriptions Admin (Standard License) Admin users have full access to featu...
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Job Management & Report Page Overview
Once a lead, proposal, or job has been created, you will be able to find them on the Job Management Page in SingleOps. The Job Management Page allows for easy navigation when wanting to check the ...
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Release Note | 10.10.2024
Hello! Today, we are excited to announce improvements to the filtering experience on All Invoice page, the removal of the redundant Invoice pages (i.e., Open, Paid, Autopay, and Progress Billing), ...
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Add & Use Tags
In this article: What are Tags? Create or Edit Tags Use Tags Filter Tags What are Tags? Tags are a quick & easy way to mark Clients, Jobs, Visits, & Purchase Orders with color-coded identifiers...