Kaitlin
Articles
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ProPay Merchant Statement Breakdown
In this article:Account Information & HeaderSummary By Payment/Card TypeSummary By DayChargeback DetailsProPay CC Statement Example Merchant statements provide you with a simple overview of your pa...
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Create & Use Labor Resources
Labor Resources are used to track employee time across workdays and specific events, such as time spent on a Visit. Note: Any employee who needs time tracking must be set up as a Labor Resource, ev...
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Route Planner Settings
In this article: Route Planner Settings Route Planner Settings Video Route Planner Settings Navigate toSetup > Account Settings > Search Account Settings Search: "Route Planner" Setting Descri...
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Subcontracted Work
For work that your business subcontracts out to other companies, it is best to set-up separate Items & create Purchase Orders to record these as expenses. This feature allows you to record subcontr...
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Add or Edit a User
In this article:What is a User?Add or Edit Users What is a User?In SingleOps, a User refers to an individual who has access to the platform. Users are assigned specific roles based on their respons...
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Quickbooks Online Best Practices
Daily Workflow Reduce Duplicate Data Entry Daily Workflow Video Daily Workflow The QuickBooks Online Unsynced Entities should be checked daily. This will list all entities that are unable to sy...
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Create a General Tree Care Proposal
Create GTC Proposal Create GTC Proposal Video Example GTC Proposal Create GTC Proposal Create Proposal Add DetailsCustomer, Job Name, Operation, Visit Location Is this a one-off job or recu...
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QuickBooks Settings Page
In this article: QuickBooks Settings Navigation Edit QuickBooks Settings Page General Ledger Settings Sync Preferences Connect QuickBooks Online / QuickBooks Desktop QuickBooks Settings Pag...
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Reconcile Funds | ProPay
How Does ProPay Batch Funds?Gross Funding vs Net FundingSteps to Reconcile in SingleOpsSteps to Reconcile Outside of SingleOps How Does ProPay Batch Funds? Payment Taken Next day fundingFunding is...
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Deactivate or Activate a User
⚠️You must have Admin permissions to deactivate or activate a user in SingleOps.In this article:What is a User?Before Deactivating a UserDeactivate a UserActivate a User*Note: Deactivating a User w...