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Taylor McAdams

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Activity overview

Latest activity by Taylor McAdams
  • Taylor McAdams created an article,

    SingleOps Text Messaging

    The SingleOps Text feature allows Users to send text messages internally to their teams or externally to Clients regarding work that is entered into SingleOps. This is a great tool for communicatin...

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  • Taylor McAdams created an article,

    How to Create a Proposal Group Video

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    • 1 follower
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  • Taylor McAdams created an article,

    How to Create & Use Proposal Group Templates Video

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  • Taylor McAdams created an article,

    How to Use Route Memorization

    Route memorization is a helpful tool that allows for future ease of scheduling routes where the crew & sequence for the routes is typically the same.  Note: This feature can only be used on routes ...

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    • 1 follower
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  • Taylor McAdams created an article,

    How to Define an Open Invoice

    SingleOps Invoices generate at different times depending on the Invoice type. By default, once Invoices have generated, they are considered Open Invoices & appear in the Client Portal, the Open Inv...

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    • 1 follower
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  • Taylor McAdams created an article,

    How to Create & Use Proposal Group Templates

    Proposal Group Templates allow you to accelerate the speed with which you can create Proposal Groups by automating the creation process using a template with preselected information (Job Templates)...

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    • 1 follower
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  • Taylor McAdams created an article,

    How to Create a Proposal

    A Proposal is the second stage of the SingleOps job workflow. Also referred to as an estimate, quote, or bid, a Proposal is a billable scope of work presented to a Client for acceptance. Follow the...

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    • 1 follower
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  • Taylor McAdams created an article,

    How to Create a Lead

    A Lead is the first stage of the SingleOps job workflow. Prior to the Proposal stage, a Lead is used to enter & track information from a new or existing Client requesting an estimate for service. F...

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    • 1 follower
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  • Taylor McAdams created an article,

    How to Add or Edit a User

    Navigate to Admin > Users & follow the steps below: Select New User Note: Select an existing User’s name to edit their information or mark them as inactive. Follow this link for more information ...

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  • Taylor McAdams created an article,

    How to Set Up Your Company Information

    The Company page found in Account Settings allows Admin Users to tailor the business information that appears on documents, as well as the ability to set certain account wide default settings or te...

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    • 1 follower
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