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Kaitlin

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Recent activity by Kaitlin
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  • Define an Open Invoice

    1. Knowledge Base
    2. Invoices & Payments

    SingleOps Invoices generate at different times depending on the Invoice type. By default, once Invoices have generated, they are considered Open Invoices & appear in the Client Portal, the Invoices...

    • Edited
    • 1 follower
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  • Release Note | 4.3.2025

    1. Product Updates
    2. Release Notes

    Today, we’re releasing two updates to SingleOps that will improve our new Tree Inventory functionality and an improvement to our most widely used report: the Sales Rep report!  Upgrade to Tree In...

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    • 1 follower
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  • Whitelist an Email Address

    1. Knowledge Base
    2. Communication

    Why you might not be receiving emails- Services like Gmail, Outlook.com and Yahoo! Mail block emails to protect you from unwanted or malicious email such as phishing, scams and spam. In this case, ...

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    • 1 follower
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  • Summary Data for Business Insights

    1. Knowledge Base
    2. Reports

    Business Insights Reporting available on Premier Tier, only. Summary Data for Business Insights (AKA build a lead source report / build a commission report / track sales conversion) enables you to ...

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    • 1 follower
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  • Update Item Costs and Prices

    1. Knowledge Base
    2. Admin & Account Settings

    In this article: Bulk Update Item Costs Bulk Update Item Prices Bulk Update Margins Update Item Costs and Prices (Video) Rounding Options Common Examples   Bulk Update Item Costs  Navigate to: ...

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  • Proposal / Proposal Group Status

    1. Knowledge Base
    2. Jobs

    Statuses on the Proposal page help you immediately understand the critical details of a Proposal or Proposal Group. They are automatically set by information you input into SingleOps, and designed ...

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    • 1 follower
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  • Overdue Invoices

    1. Knowledge Base
    2. Invoices & Payments

    Use the Invoices Report to track Invoice due dates in SingleOps and identify overdue Invoices. With a few filtering adjustments and added Columns, a Saved Report can be created to track Overdue Inv...

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    • 1 follower
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  • Release Note | 3.20.2025

    1. Product Updates
    2. Release Notes

    Today we’re excited to release two product updates:  Adding Weather Information on Line Items Report - For businesses that are applying chemicals on a client’s property, capturing weather data is...

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    • 1 follower
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  • Item Groups

    1. Knowledge Base
    2. Admin & Account Settings

    An Item Group is a collection of Items, pre-built for quick addition to a Job. When estimating, you may find yourself frequently using the same group of Items. For example, you know when planting ...

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    • 1 follower
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  • Email and Text Templates Video

    1. Knowledge Base
    2. Communication

    *Note: Some of the content in this video may reflect a previous version of SingleOps

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    • 1 follower
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