Kelly Tyndall

Update Item Costs and Prices

1. Knowledge Base
2. Admin & Account Settings
3. Items & Item Groups

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: ...

• Edited September 07, 2023 13:54
• 1 follower
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Track Costs & Set Prices

1. Success Center
2. Best Practices

Direct Costs/COGSOverhead CostsUpdate Pricing Track Margins & Profits   Direct Costs/COGS Direct costs are tied to an individual job. Examples would be “We used ‘X’ amount of this on the Johnson jo...

• Edited September 06, 2023 13:11
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SingleOps In-App Success Center

1. Success Center
2. Getting Started

  What you need, at your fingertips. Explore our in-app area for valuable updates, team access, and useful resources. Simply click on the lightbulb icon located in the lower right corner of your sc...

• Edited May 15, 2023 13:13
• 1 follower
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iOS Update (16.4.1)

1. Success Center
2. Troubleshooting

  The latest iOS Update (16.4.1) has broken many apps like ours that offer mapping and location functionality within a web frame. Our team is investigating this issue, however Apple has not communi...

• Edited April 28, 2023 13:39
• 1 follower
• 0 comments
• 11 votes

Merchant Processor Overview

1. Knowledge Base
2. Invoices & Payments
3. Payments

      ProPay  OpenEdge  Owner/Company Each is a division of Global Payments, the leading worldwide provider of payment technology and software solutions. CC Fees 2.9% + 20c/transactionGr...

• Edited April 19, 2023 14:23
• 1 follower
• 0 comments
• -1 votes

Gravity Forms Lead Entry Integration

1. Knowledge Base
2. Jobs
3. Marketing & Leads

Gravity Forms Lead Entry Integration available on Premier Tier In this article: What is Gravity Forms Lead Entry Integration? Technical Requirements Set Up & Maintenance Configuring the Webhooks ...

• Edited June 06, 2023 16:20
• 1 follower
• 0 comments
• 0 votes

Sales Rep/Estimator Best Practices

1. Success Center
2. Best Practices

Sales Rep/Estimator Best Practices Get professional estimates to customers quickly to close more business faster. Enable your sales teams to maximize opportunities and utilize detailed analytics to...

• Edited August 03, 2023 16:03
• 1 follower
• 0 comments
• 1 vote

Office Billing Best Practices

1. Success Center
2. Best Practices

  Daily Workflow  Confirm Billable Items & Approve Jobs Send Invoices Daily Workflow Video (~4 minutes)  Get Paid Faster  Reduce Data Entry & Limit Access to QBO   Daily Workflow  Do these actions ...

• Edited August 25, 2023 14:34
• 1 follower
• 0 comments
• 1 vote

Quickbooks Sync Advanced Troubleshooting

1. Knowledge Base
2. Quickbooks

Clear ID QBO Invalid Grant  3170 Dividing Date Clear ID If you have created these invoice in QB or they have been unlinked from the SingleOps version you may want to delete them in QB before synci...

• Edited January 05, 2023 14:08
• 1 follower
• 0 comments
• 0 votes

PHC Best Practices

1. Success Center
2. Best Practices

  In this article: Plant Health Care in SingleOps Estimating & Scheduling Chemical and Weather Tracking  Plant Health Care in SingleOps  SingleOps makes it easy to manage Plant Health Care in Sing...

• Edited November 17, 2022 16:25
• 1 follower
• 0 comments
• 0 votes