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Kaitlin

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Articles

Recent activity by Kaitlin
  • Email or Print Schedules From Calendar

    If you would like to print or email a text-based schedule for a given day or week, this can be done within the calendar. While the MyDay page is generally recommended for viewing and completing sch...

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  • Item Categories

    In this article: Item Category Overview Navigation   Item Categories Overview Name Description  Examples  Material These are physical items used during a visit & left at the job site. Material...

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  • Line Item Report

    The Line Item Report in SingleOps displays all individual Line Items on all Jobs within the selected date range & filters. It is best used for viewing specific details of Item usage & includes func...

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  • Create a Snow Per Inch Proposal

    Create Items Create Item Group Create a Snow Per Inch Proposal Complete Snow Per Inch Visit   Create Items Create Items for each depth range you charge for.    Create Item Group  Navigate to P...

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  • Apply Payments, Voids & Refunds

    In this article: Apply Payments Apply Payments - Customer View SingleOps Payments Processing Fees Apply Refunds SingleOps Payments Voids & Refunds  SingleOps Payments Status  Refund Deposits   Appl...

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  • Release Note | 4.17.2025

    Today, we’re releasing updates to SingleOps that will improve our new Tree Inventory functionality!  Upgrades to Tree Inventory:  You can now move tree pins on the map, just click and drag the pi...

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  • Item Subcategories

    Item Subcategories allow you to segment different Items within an Item Category. This is particularly useful when you might have different types of similar Items, e.g., Bermuda, Zoysia, Centiped...

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  • Job Labor Report

    The Job Labor Report consolidates and summarizes metrics related to Job labor within a given date range (based on the Visits' scheduled date).Specifically, this Report compares and contrasts estima...

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  • Avoiding Email Spam Filters

    If you find that your customer is not receiving your company’s emails in their inbox, your email may be tagged as a spam email. This article will explain what a spam email is and how to avoid endin...

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  • Tree Inventory

    Tree Inventory allows you to add a tree(s) to a client’s property map on proposals, add details to that tree (e.g., species, DBH, and notes), view history, and you can also add Items to that tree o...

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