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Kaitlin

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Recent activity by Kaitlin
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  • Add Expenses to Completed Work

    1. Knowledge Base
    2. Purchases, Inventory & Expenses

    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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    • 1 follower
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  • Multiple Visit Locations Per Client

    1. Knowledge Base
    2. Clients & Contacts

    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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    • 1 follower
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  • Optimize a Route

    1. Knowledge Base
    2. Scheduling

    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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    • 1 follower
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  • Document Templates

    1. Knowledge Base
    2. Admin & Account Settings

    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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    • 1 follower
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  • Quickbooks Sync Advanced Troubleshooting

    1. Knowledge Base
    2. Quickbooks

    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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    • 1 follower
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  • Create an Irrigation or Turf Care Proposal

    1. Knowledge Base
    2. Jobs

    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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    • 1 follower
    • 0 comments
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  • Timesheet Summary Report

    1. Knowledge Base
    2. Reports

    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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    • 1 follower
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  • Create a PHC Leave Behind or Completion Report

    1. Knowledge Base
    2. Communication

    Create a PHC Leave Behind or Completion Report  PHC Leave Behind or Completion Report Example   Create a PHC Leave Behind or Completion Report  Navigate to: Setup > Templates > Email Templates Se...

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    • 1 follower
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  • Deposits

    1. Knowledge Base
    2. Invoices & Payments

    In this article: Deposit Settings in SingleOps Set Up (Only if using QuickBooks)       Set Up QuickBooks & SingleOps Account for Deposits       Quickbooks Set Up Video How Deposits Sync to QuickBoo...

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    • 1 follower
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  • Release Note | 8.21.2025

    1. Product Updates
    2. Release Notes

    This week, we’re rolling out updates to SingleOps that will level-up Tree Inventory and make it easier to access. We’re also rolling out an update to Invoice dates to help you track due dates and b...

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    • 1 follower
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