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Kaitlin

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Recent activity by Kaitlin
  • Create a Lawn Care Proposal

    Create a Lawn Care Proposal Create a Lawn Care Proposal Video Example Lawn Care Proposal   Create a Lawn Care Proposal Create Proposal  Add Details: Customer, Job Name, Operation, Visit Location*...

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  • Visits Report

    The Visits Report in SingleOps provides summarized data on all Visits in your SingleOps account.In this article:Navigate Visits ReportVisits Report FiltersSummary Data For Business Insights (Premie...

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  • Release Note | 10.2.2025

    This week we are excited to announce an update to Tree Inventory! As of this update, you are now able to add custom notes to individual trees.  The notes will appear in “Tree History” in the Tree I...

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  • Add Expenses to Completed Work

    Add Expenses to Completed Work Navigate to: Completed Jobs or Approved Jobs Find your completed Job or Visit and click the down arrow to open up the details Select the light blue Labor/Expense...

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  • Multiple Visit Locations Per Client

    As multiple Jobs with different Visit Locations are created for one Client, those Visit Locations will be stored on the Client's profile page. Once stored, the Visit Locations will appear in the Pr...

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  • Optimize a Route

    Route Optimization & Memorization available on Premier Tier, only. The Route Optimization tool can be used to place the stops on a route in the most efficient order based on the event locations, as...

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  • Document Templates

    Documents in SingleOps default to a specific template for Proposals, Work Orders, Invoices, etc. Below you will find descriptions of each Document Template Type and how to edit each page of each ty...

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  • Quickbooks Sync Advanced Troubleshooting

    Clear IDQBO Invalid Grant 3170 Dividing Date Clear ID If you have created these invoice in QB or they have been unlinked from the SingleOps version you may want to delete them in QB before syncing ...

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  • Create an Irrigation or Turf Care Proposal

    Create an Irrigation or Turf Care Proposal Create an Irrigation Proposal Video Example Irrigation Proposal   Create an Irrigation or Turf Care Proposal Create Proposal  Add Details: Customer, Job...

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  • Timesheet Summary Report

    The SingleOps Timesheet Summary Report includes clock-in & clock-out data, calculates total hours, & differentiates the time between Paid & Unpaid hours. Any Timesheet notes (descriptions) can also...

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