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Kaitlin

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  • ProPay Account Management in SingleOps

    1. Knowledge Base
    2. Invoices & Payments

    Access ProPay inside SingleOps to manage your account, manage account funding, access documents and chargebacks, and pull reports on payments processed via ProPay. This portal will allow you to man...

    • Edited
    • 1 follower
    • 0 comments
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  • Manage Licenses

    1. Knowledge Base
    2. Admin & Account Settings

    Licenses can be managed by Account Owners, only. In this article: What is a License? Purchase a License Removing Licenses   What is a License? A License represents a ticket in SingleOps that allows...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • My Day & Timesheets for Crew Users

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

    Crew My Day Workflow My Day & Timesheets for Crew User Workflow Video My Day & Timesheets for Crew User Workflow Video (en Español) Add Breaks & Lunch Adding Unpaid Lunch Break  Adding Paid Lunc...

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    • 1 follower
    • 0 comments
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  • Items Report

    1. Knowledge Base
    2. Reports

    The SingleOps Items Report totals the usage and associated margins of Items across the stages selected. In this article: Navigate the Items Report Items Report Filters Search Items Report Items Rep...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • QuickBooks Desktop Error Code Reference Guide

    1. Knowledge Base
    2. Quickbooks

    If you need any help fixing any of these errors please don't hesitate to submit a request to SingleOps Support Error Code Error Message Explanation Steps to Fix 0x80040400(Or something simila...

    • Edited
    • 3 followers
    • 0 comments
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  • Inventory Tracker

    1. Knowledge Base
    2. Purchases, Inventory & Expenses

    Inventory Tracking available on Plus & Premier Tier Inventory Tracker is a tool for tracking each day's usage of specific Items on Active Visits. Proposed Visit Items are not included in the Tracke...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Create or Convert a Proposal

    1. Knowledge Base
    2. Jobs

    A Proposal is the second stage of the SingleOps Job Workflow. Also referred to as an estimate, quote, or bid, a Proposal is a billable scope of work presented to a Client for acceptance. In this Ar...

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    • 1 follower
    • 0 comments
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  • Route Memorization

    1. Knowledge Base
    2. Scheduling

    Route Memorization is a helpful tool that allows for future ease of scheduling routes where the crew & sequence for the routes is typically the same.  *Note: This feature can only be used on routes...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Custom Contact Type

    1. Knowledge Base
    2. Clients & Contacts

    In addition to the 15 original Customer Contact Types, SingleOps users have the freedom to create their own custom Customer Contact Types. Only Admin Users can create and edit Custom Contact Types,...

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    • 1 follower
    • 0 comments
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  • Release Note 1.22.2026

    1. Product Updates
    2. Release Notes

    Faster, Smarter Reporting: Jobs Report UpdatesWe’ve overhauled the Jobs Report to make your data more accessible and easier to navigate:5x Faster Load Times: Experience significantly improved perfo...

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