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Kaitlin

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Recent activity by Kaitlin
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  • Set Up SingleOps Payments Powered by ProPay

    1. Knowledge Base
    2. Invoices & Payments

    In this article:Sign Up for ProPayAccount ConfigurationsSet-Up/Update Payment Gateway Sign Up for ProPay Navigate to: Setup > Payments > Payments Setup Once you are on the Sign Up/Status Page, e...

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    • 1 follower
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  • My Day Page Admin Overview

    1. Knowledge Base
    2. My Day, Timesheets & Labor Tracking

    The My Day page allows Users to see their entire day in one centralized location and is ideal for Crew members to use in the field. Any assigned Task or Visit will display on the User's My Day page...

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    • 1 follower
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  • Managing the Route Planner

    1. Knowledge Base
    2. Scheduling

    Route Planner available on Plus & Premier Tier In this article: Tools & Descriptions Route Planner Overview Video   Tools & Descriptions Filters These can be applied to your list of unschedule...

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    • 1 follower
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  • Invoices Report

    1. Knowledge Base
    2. Reports

    The SingleOps Invoices Report provides summarized data on all Invoices. In this article: Navigate the Invoices Report Invoices Report Filters Summary Data for Business Insights Search Invoices Repo...

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    • 1 follower
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  • Syncing Between SingleOps & QuickBooks

    1. Knowledge Base
    2. Quickbooks

    In this article:QuickBooks Sync ChartIntegrating SingleOps and QuickBooks OnlinePost Integration ReviewSyncable/ Non-Syncable Symbols from QuickBooks to SingleOps QuickBooks Sync ChartHere you will...

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    • 1 follower
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  • Account Settings Overview

    1. Knowledge Base
    2. Admin & Account Settings

    Account Settings Navigation:Navigate to:  Setup > Account Settings*Note: Only Admin users have access Account SettingsAccount Settings Type:CompanyJobsFeaturesScheduleInvoiceEmailsInventoryLaborRo...

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    • 1 follower
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  • Full Job Workflow in SingleOps

    1. Knowledge Base
    2. Jobs

    Full Job Workflow Video  Full Job Workflow Stages    Full Job Workflow Video  Watch this ~6min video walk through of a Job from start to finish! See how easy it is to manage your full business work...

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    • 1 follower
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  • Contacting SingleOps, Support vs. Customer Success

    1. Success Center
    2. Troubleshooting

    When to contact Support vs. Customer SuccessContact the Customer Success TeamContact the Support TeamTips to get help fast  When to contact Support vs. Customer Success?*Note: SingleOps Support is ...

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    • 1 follower
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  • Create & Approve Purchase Orders

    1. Knowledge Base
    2. Purchases, Inventory & Expenses

    Purchase Orders available on Premier Tier, only. Purchase Orders in SingleOps can be used to track Job costing by entering purchases related to Jobs/Visits or to track purchases for Inventory. Mate...

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    • 1 follower
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  • Automations

    1. Knowledge Base
    2. Communication

    In this article: What Are Automations? Replies to Automations Set-up & Edit Proposal Automations Invoice Automations Appointment Automations Production Automations   What Are Automations? Increase ...

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    • 1 follower
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