Kaitlin
Articles
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Proposal Expiration & Auto-Rejection
SingleOps offers a configuration by which you can have proposals you submit to customers automatically expire (reject) if they have not been accepted within a certain number of days. This is design...
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Invoice Management Filters
The Invoice Management pages in SingleOps offer a variety of options used to filter the list of Invoices to exactly what you need. Invoice Management Filters & Descriptions Filter Description ...
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Convert Job
In this article: Convert Job Overview When to use Convert Jobs Convert a Job Before Converting Data Loss Warning Converting the Job Completing the Conversion After the Conversion ...
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Autopay & Batch Autopay
In this article: Autopay Batch Autopay Autopay Invoices Report Autopay SingleOps provides a very valuable Autopay functionality where you or your client can save a credit card or ACH. Once saved,...
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Options Proposals
Options Proposals available on Plus & Premier Tier In this article: What are Options Proposals? Set-Up Options Proposals Using Proposals (Client Perspective) What are Options Proposals? Options P...
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Send Invoices
In this article: Send an Invoice Batch Send Invoices Send an Invoice When to send an invoice from SingleOps The Invoice document can be accessed and sent to the customer at any time throughou...
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Batch Renew Recurring Jobs
The Batch Renew feature can be used to renew more than one recurring Job at a time. This is a useful tool for companies who offer the same recurring services to their Clients year after year. By ba...
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Payment Terms & Payment Methods
In this article:Add Payment TermsAdd Payment MethodsPayment Limitations & Important NotesAdd Payment Terms & Payment Methods Video Note: If connected to Quickbooks, Payment Terms should be created...
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Duplicate a Job
Duplicating a Job will help save time by making an exact copy of an existing job. A Job can be duplicated as a Proposal, Proposal with attachments, Active Job, or Active Job with attachments. In t...
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Autofill Removal
This article will list instructions on how to disable the autofill options in some of the most popular web browsers to prevent this information from being unintentionally saved or used in your brow...