Kaitlin
Articles
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Create a PHC Proposal
Create a PHC Proposal Create a PHC Proposal Video Example PHC Proposal Create a PHC Proposal Mid Year Create a PHC Proposal Mid Year Video Create a PHC Proposal Create Proposal Add Details: Cu...
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Release Note | 10.30.2025
We're excited to announce the latest SingleOps product updates, bringing you enhanced functionality for Tree Inventory and improved account management! What's New? Photos on Individual Trees (Tree...
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PCI Compliance in SingleOps Payments Powered by ProPay
SingleOps Payments is powered by ProPay, a leading merchant processor and division of Global Payments, Inc. To help our customers with their own PCI compliance, ProPay provides the following Attest...
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Associate a Purchase Order with a Job or Visit
A Purchase Order in SingleOps can be associated with a Job or Visit in order to track costing or to add a billable expense to an Invoice. Although all Purchase Orders that sync to QuickBooks appear...
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Create a Task/Estimate from the Route Planner
Route Planner available on Plus & Premier Tier Tasks can be created directly from the Route Planner. This is a fast and easy way to create and schedule an Estimate simultaneously for an existing...
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Manage Customer Communication
The SingleOps report catalogue includes 2 Customer Communication reports that provide data on all communications sent out of SingleOps by date & status. These reports include the Email Report & the...
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Connect SingleOps to QuickBooks Desktop & Setup Web Connector
QuickBooks Desktop Integration available on Plus & Premier TierConnecting QuickBooks Desktop to SingleOps lets your two systems share data automatically through the QuickBooks Web Connector, so cha...
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Merge Clients
The Merge Client tool is a great way to help clean up your Client list. For example, misspelled Client names may result in duplicate Clients. Follow the steps below to merge Clients: Merge Clients...
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GPS Tracking Powered by FleetSharp
GPS Tracking & Timesheets available on Premier Tier, only.In this article: GPS Tracking Powered by FleetSharpOrder GPS Trackers Re-Ordering TrackersInstall GPS TrackersAssign VehicleGPS in Man...
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Manage Account Payment Methods & Billing
Follow the steps below to access your Stripe account through SingleOps. In Stripe, you can update payment method on your account, update your credit card payment on file, download invoice copies, a...