Kelly Tyndall
Activity overview
Latest activity by Kelly Tyndall-
Kelly Tyndall created an article, Reconcile ProPay Funds
How Does ProPay Batch Funds? Gross Funding vs Net Funding Steps to Reconcile How Does ProPay Batch Funds? Payment Taken Next day fundingFunding is an event entirely controlled by ProPay where...
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Kelly Tyndall commented, Matt Spiece It will go in order of the items listed. For example I have a job signed in August:Custom Schedule 1 visit March, 1 visit July, 1 visit OctoberPHC Round 1 Item - TBD, 1 visit PHC Round ...
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Kelly Tyndall created an article, Release Notes (Prior To 2023)
You can find our release note here.
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Kelly Tyndall commented, Check out the 2 articles below for our best practices in managing Design Build in SingleOps: Create a Design Build Proposal Design Build Best Practices
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Kelly Tyndall commented, Not at this time, however you can add that in when adding a new note.
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Kelly Tyndall commented, Proposals will automatically be marked as rejected based on the number of days entered for the account setting below. There isn't currently a filter for auto-rejected proposals. That said, you can ...
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Kelly Tyndall created an article, Create a PHC Leave Behind or Completion Report
Create a PHC Leave Behind or Completion Report PHC Leave Behind or Completion Report Example Create a PHC Leave Behind or Completion Report Navigate to: Setup > Templates > Email Templates Se...
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Kelly Tyndall created an article, Update Item Costs and Prices
In this article: Bulk Update Item Costs Bulk Update Item Prices Bulk Update Margins Update Item Costs and Prices (Video) Rounding Options Common Examples Bulk Update Item Costs Navigate to: ...
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Kelly Tyndall created an article, Job Costing: Track Costs & Set Prices
Direct Costs/COGS Overhead Costs Update Pricing Track Margins & Profits Job Costing Video Direct Costs/COGS Direct costs are tied to an individual job. Examples would be “We used ‘X’ amount of t...
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Kelly Tyndall created an article, SingleOps In-App Success Center
What you need, at your fingertips. Explore our in-app area for valuable updates, team access, and useful resources. Simply click on the Help button, located in the upper right corner of your scr...