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Greyson Elrod

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Activity overview

Latest activity by Greyson Elrod
  • Greyson Elrod created an article,

    The SingleOps Mobile App

    The SingleOps mobile app can be used in the field on a cell phone or tablet. The app was designed for Crew Users to complete their assigned Visits through the MyDay page or for Sales Reps to create...

    • Edited
    • 2 followers
    • 0 comments
    • 3 votes
  • Greyson Elrod created an article,

    SingleOps Academy

      Accessing SingleOps Academy SingleOps Academy is a collection of informative videos on many topics in the program. These lessons were designed as a stand-alone introduction to SingleOps for new u...

    • Edited
    • 1 follower
    • 0 comments
    • 4 votes
  • Greyson Elrod created an article,

    Taking a Screenshot

    If we ask you to send us a screen shot... here's how for both Windows based PCs as well as Macs:  Note that Macs have a built in tool for screenshots.  Details can be found below or by going to htt...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes
  • Greyson Elrod created an article,

    Apply a Refund

    OverviewYour potential customer backed out and you need to refund her deposit... here's how. From an actual case as reported by one of our users... Mrs. Green was so excited about the modifications...

    • Edited
    • 2 followers
    • 1 comment
    • 1 vote
  • Greyson Elrod created an article,

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 5 votes
  • Greyson Elrod created an article,

    Retain Client / Location on New Jobs

      When creating a new Job, you'll notice this option at the bottom of the page near where it says "Update & New." However, it isn't immediately obvious what this check box does. The option is used...

    • Edited
    • 1 follower
    • 0 comments
    • 3 votes
  • Greyson Elrod created an article,

    Percentage Markup

    Overview SingleOps provides users with an easier way to markup items and services when creating proposals. Before we discuss how to markup a job by percentage markup, I’d like to define a few key t...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Greyson Elrod created an article,

    How to Use Map Pins

    Map pins can be used to denote locations on a Job's site map in order to mark trees, target work areas, pinpoint hazards, etc.  How to Use Map Pins on Line Items   Select the pin icon next to the ...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Greyson Elrod created an article,

    Convert Job

    The Convert Job function is available in two places within SingleOps - the Jobs page (red Convert Job button) and the Contract Segment page (white Convert to Job button). This article will cover th...

    • Edited
    • 1 follower
    • 0 comments
    • 5 votes
  • Greyson Elrod created an article,

    Create a Task (Estimate) from the Route Planner

    Tasks can be created directly from the Route Planner.  This is a fast and easy way to create and schedule an Estimate simultaneously for an existing Lead in SingleOps. Creating a Task in the Rou...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes