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🎬 QuickBooks Webinars & More Daily Workflow The QuickBooks Online Unsynced Entities should be checked daily. This will list all entit...
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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
In this article:How Does ProPay Batch Funds?Gross Funding vs Net FundingSteps to Reconcile in SingleOps How Does ProPay Batch Funds? Payment Taken Next day fundingFunding is an event entirely cont...
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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...