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Kaitlin

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  • Create a Client Notice

    1. Knowledge Base
    2. Clients & Contacts

    Client Notices are informative banners & icons that appear throughout SingleOps. These notices are a great way to ensure SingleOps Users stay informed about crucial Client information. Follow the s...

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  • Batch Email Proposals

    1. Knowledge Base
    2. Communication

    Emails can be sent in batches to save time on sending Proposals. This can be accomplished through the Jobs page or the Invoice page. The examples provided below uses the Jobs page, but the process ...

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  • Scheduling & Unscheduling from the Calendar

    1. Knowledge Base
    2. Scheduling

    In this article: Schedule a Job from the Calendar Unschedule a job from the Calendar Scheduling from the Calendar Video   Schedule a Job from the Calendar Navigate the the Calendar Page Select a...

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    • 1 follower
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  • Visit Profit Margin Report

    1. Knowledge Base
    2. Reports

    The SingleOps Visit Profit Margin Report provides a Visit-level breakdown of profit metrics. The report compiles all Visits within the filtered parameters & breaks them down by Visit & Client infor...

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  • Create a Recurring Maintenance Proposal

    1. Knowledge Base
    2. Jobs

    Create a Recurring Maintenance Proposal Create a Recurring Maintenance Video Example Recurring Maintenance Proposal   Create a Recurring Maintenance Proposal Create Proposal  Add DetailsCustomer,...

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    • 1 follower
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  • Fixed Invoicing

    1. Knowledge Base
    2. Invoices & Payments

    What is Fixed Invoicing? Using Fixed Invoices When are Fixed Invoice Documents Generated? When are Visits Added to Fixed Invoices? What do Fixed Invoices Look Like?   What is Fixed Invoicing? Fixed...

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  • Release Note | 6.26.2025

    1. Product Updates
    2. Release Notes

    This week, we’re releasing a bundle of small but mighty improvements across the job workflow that make it easier to collect deposits, see exact timestamps on statuses, and save time.What’s New: Re...

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    • 1 follower
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  • Scheduling Visits & Tasks

    1. Knowledge Base
    2. Scheduling

    In this article: Schedule a Task/Visit: From the Calendar Calendar Production View From the Route Planner During Lead Creation (On-Site Estimate)   Schedule a Task/Visit From the Calendar Sch...

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    • 1 follower
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  • Sales Rep Report

    1. Knowledge Base
    2. Reports

    In this article: Sales Rep Columns & Descriptions Additional Notes   Sales Rep Columns & Descriptions Below is a breakdown of each available column within the Sales Report: Total Sales Opportu...

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    • 1 follower
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  • Text Messaging

    1. Knowledge Base
    2. Communication

    The SingleOps Text feature allows Users to send text messages internally to their teams or externally to Clients regarding work that is entered into SingleOps. This is a great tool for communicatin...

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    • 1 follower
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