Kaitlin
Articles
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One-Off Job & Recurring Job
There are two main types of Jobs in SingleOps: One-Off & Recurring. By default, all Jobs in SingleOps are set as One-Off & will need to be switched to Recurring, as needed. In this article: One-Of...
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Printing Invoices
Although SingleOp's billing is designed for fully digital interactions with your clients, we understand that certain clients still want hard copies of their documents mailed instead of an emailed l...
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Release Note | 7.1.2024
As part of our effort to make SingleOps easier to navigate, and more efficient to use, we are continuing with our bi-weekly product release cadence. Below, we highlight our updates this week - whic...
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Rejecting a Recurring Job Visit
To Reject a Visit on a Recurring Job, the process differs based on the type of Proposal for the Job - Standard vs. Options Proposal. If the Visit is on a Job with an Options Proposal, this is furth...
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Invoice Roll Ups (RUP)
Invoice Roll Ups enable SingleOps users to create a single Invoice document by combining multiple existing Invoices for the same Client. Invoice Roll Ups can include two or more invoices, and must ...
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Release Note | 12.19.2024
Today we are excited to announce more improvements to the Invoices pages in SingleOps + a number of smaller fixes to how SingleOps helps you action your business data more efficiently and accuratel...
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Job Notes
Job Notes in SingleOps are fields used to add detailed descriptions or messages about a Job. In this article: Note Fields & Descriptions Visit Notes on Recurring Jobs Additional Notes about Job Not...
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Release Note | 6.20.2024
Per our email today, we’re focused on making meaningfully impact your SingleOps experience by focusing on incremental improvements that make SingleOps easier to navigate, and more efficient to use....
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Visit Splitting
The Visit Splitting feature is a fast and easy way to create a new Visit on a One-off Job when the work planned for one day does not get completed in one day. Splitting a Visit into two, moves one ...
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Combined Billing (CMB)
In this article:What is Combined Billing?What is a Combined Billing Schedule?Create a CMBWhen are CMB Invoice Documents Generated?When are Visits Added to CMBs?What do CMBs Look Like?CMB FAQsCombin...