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Kaitlin

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Recent activity by Kaitlin
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  • Complete & Approve a Job

    1. Knowledge Base
    2. Jobs

    In this article: Complete & Approve a Job Complete & Approve a Job Video   Complete & Approve a Job From the Job's page, open up the Job to view the Job details. Click the Complete button on the l...

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    • 1 follower
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  • Release Note | 9.26.2024

    1. Product Updates
    2. Release Notes

    Hello! Today, we are excited to announce improvements to the filtering experience on Jobs pages as well as a new and improved Invoices page, designed to help you access, evaluate, and action invoic...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Add an Operation

    1. Knowledge Base
    2. Admin & Account Settings

    Operations are the equivalent to a Class in Quickbooks & are used in SingleOps to segment Jobs, Items, & other data. The most common use of Operations is segmenting types of services/Jobs, such as,...

    • Edited
    • 1 follower
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  • Reject a Lead or Proposal

    1. Knowledge Base
    2. Jobs

    The Rejected functionality can be found when creating leads and proposals. It is typically used when an estimate or proposal has been declined either by a customer or internally for a specific reas...

    • Edited
    • 1 follower
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  • Release Note | 9.12.2024

    1. Product Updates
    2. Release Notes

    Hello! Today, we are writing to notify you of an exciting product update to SingleOps as part of our bi-weekly update schedule.  This week we are releasing Statuses for Proposals. Statuses for Prop...

    • Edited
    • 1 follower
    • 0 comments
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  • Color Key for Jobs & Visits

    1. Knowledge Base
    2. Jobs

    In this article: Job/Visit Color Key Calendar View Route Planner View   Job/Visit Color Key Throughout SingleOps, in the Job/Visit show pages, Global Search, Route Planner, and Calendar, different...

    • Edited
    • 1 follower
    • 0 comments
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  • User Color Priority

    1. Knowledge Base
    2. Admin & Account Settings

    What is Color Priority? Why Use Color Priority? Color Priority Example SingleOps Color Priority Best Practice Navigate to User Color Priority: Setup > Users > Edit or New > Color Priority What is ...

    • Edited
    • 1 follower
    • 0 comments
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  • Release Note | 8.29.2024

    1. Product Updates
    2. Release Notes

    Hello! Today, we are writing to notify you of some exciting product updates to SingleOps. As we highlighted in our email on August 22nd, this week we are releasing the following improvements: Sta...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Default Job Names

    1. Knowledge Base
    2. Admin & Account Settings

    SingleOps allows you to automatically default and auto-fill each Job Name based on one of five different naming conventions or options. Whichever your preference, SingleOps can help automate the...

    • Edited
    • 1 follower
    • 0 comments
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  • Property Measurements

    1. Knowledge Base
    2. Jobs

    Job Site Mapping & Measuring available on Plus & Premier Tier The property measurement tool can be used to mark & measure the square or linear footage of an area on a Job’s site map. The tool allow...

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    • 1 follower
    • 0 comments
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