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Kaitlin

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  • Sales by Operation

    1. Knowledge Base
    2. Reports

    Navigation: Reports > Sales and Payments > Sales by Operation Columns Operation Operation or service name (e.g. maintenance, design/build, tree service, etc.) If None are selected, all will...

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    • 1 follower
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  • Lead Status

    1. Knowledge Base
    2. Jobs

    Statuses on the Leads page help you immediately understand the critical details of a Lead. They are automatically set by information you input into SingleOps, and designed to help you action Leads ...

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    • 1 follower
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  • Milestone Progress Billing

    1. Knowledge Base
    2. Invoices & Payments

    Progress Billing is an invoicing method for One-Off Jobs that allows you to bill clients based on completed work. Created with Design/Build in mind, this feature gives you more control over the inv...

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    • 1 follower
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  • Release Note | 3.6.2025

    1. Product Updates
    2. Release Notes

    After weeks of testing and improvements, today marks the release of Tree Inventory in SingleOps, providing tree care businesses with a more efficient way to track trees, build proposals, and docume...

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    • 1 follower
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  • Manual Progress Billing

    1. Knowledge Base
    2. Invoices & Payments

    Progress Billing is an invoicing method for One-Off Jobs that allows you to bill clients based on completed work or as needed. Created with Design/Build in mind, this feature gives you more control...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Release Note | 2.20.2025

    1. Product Updates
    2. Release Notes

    Today we are excited to announce improvements to SingleOps that will help you access and customize details about your communications with clients more quickly. We’re also releasing updated customiz...

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    • 1 follower
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  • Attach PDFs

    1. Knowledge Base
    2. Admin & Account Settings

    In this article: Attach PDFs to ALL of One Type of Document Template Attach PDFs to an Operation Attach PDFs to a Job Attach PDFs to an Item Additional Notes   Attach PDFs to ALL of One Type of Doc...

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    • 1 follower
    • 0 comments
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  • Lead Entry API

    1. Knowledge Base
    2. Jobs

    In this article: What is the Lead Entry API? Technical Requirements SingleOps API (Customers, Leads, Task) URL Patterns & Credentials Account Groups Auth Parameters Example GET request with URL p...

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    • 1 follower
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  • GreenSky Financing in SingleOps

    1. Knowledge Base
    2. Invoices & Payments

    In this article: About GreenSky Sign-Up Setup GreenSky  Using GreenSky Remove SingleOps Financing FAQ in GreenSky GreenSky Video   About GreenSky GreenSky is a lending financial technology company ...

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    • 1 follower
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  • Release Note | 2.6.2025

    1. Product Updates
    2. Release Notes

    Today we are excited to announce improvements to SingleOps that are now available in your system that will help you navigate SingleOps easier, save you time while performing critical tasks, and imp...

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    • 1 follower
    • 0 comments
    • 0 votes