Kaitlin
Articles
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Release Note | 6.20.2024
Per our email today, we’re focused on making meaningfully impact your SingleOps experience by focusing on incremental improvements that make SingleOps easier to navigate, and more efficient to use....
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Visit Splitting
The Visit Splitting feature is a fast and easy way to create a new Visit on a One-off Job when the work planned for one day does not get completed in one day. Splitting a Visit into two, moves one ...
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Combined Billing (CMB)
In this article:What is Combined Billing?What is a Combined Billing Schedule?Create a CMBWhen are CMB Invoice Documents Generated?When are Visits Added to CMBs?What do CMBs Look Like?CMB FAQsCombin...
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Proposal Expiration & Auto-Rejection
SingleOps offers a configuration by which you can have proposals you submit to customers automatically expire (reject) if they have not been accepted within a certain number of days. This is design...
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Invoice Management Filters
The Invoice Management pages in SingleOps offer a variety of options used to filter the list of Invoices to exactly what you need. Invoice Management Filters & Descriptions Filter Description ...
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Convert Job
In this article: Convert Job Overview When to use Convert Jobs Convert a Job Before Converting Data Loss Warning Converting the Job Completing the Conversion After the Conversion ...
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Autopay & Batch Autopay
In this article: Autopay Batch Autopay Autopay Invoices Report Autopay SingleOps provides a very valuable Autopay functionality where you or your client can save a credit card or ACH. Once saved,...
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Options Proposals
Options Proposals available on Plus & Premier Tier In this article: What are Options Proposals? Set-Up Options Proposals Using Proposals (Client Perspective) What are Options Proposals? Options P...
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Send Invoices
In this article: Send an Invoice Batch Send Invoices Send an Invoice When to send an invoice from SingleOps The Invoice document can be accessed and sent to the customer at any time throughou...
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Batch Renew Recurring Jobs
The Batch Renew feature can be used to renew more than one recurring Job at a time. This is a useful tool for companies who offer the same recurring services to their Clients year after year. By ba...