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Kelly Tyndall

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Activity overview

Latest activity by Kelly Tyndall
  • Kelly Tyndall created an article,

    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
    • 1 follower
    • 0 comments
    • 0 votes
  • Kelly Tyndall created an article,

    Contacting SingleOps, Support vs. CSM

    1. Success Center
    2. Getting Started

      When to contact Support vs. my CSM? What is a Customer Success Manager (CSM)? How Can I Contact Support? Tips to get help fast  When to contact Support vs. my CSM? CSM Support Strategy & Go...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kelly Tyndall created an article,

    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
    • 1 follower
    • 0 comments
    • 5 votes
  • Kelly Tyndall created an article,

    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
    • 1 follower
    • 0 comments
    • -1 votes
  • Kelly Tyndall created an article,

    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
    • 1 follower
    • 0 comments
    • 1 vote
  • Kelly Tyndall created an article,

    Billing Best Practices

    1. Success Center
    2. Best Practices

      Billing Best Practices Confirm Billable Items & Approve Jobs Invoicing  Manage Quickbooks Syncing (If applicable) Manage Purchase Orders (If applicable) Review Invoice Account Settings Billing Be...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Kelly Tyndall created an article,

    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
    • 1 follower
    • 0 comments
    • 0 votes
  • Kelly Tyndall created an article,

    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
    • 1 follower
    • 0 comments
    • 0 votes
  • Kelly Tyndall created an article,

    Migrate QuickBooks Company File

    1. Knowledge Base
    2. Quickbooks

    Steps to take in preparation for an account that is: Switching QBD to QBO Switching QBO to QBD It is imperative to contact SingleOps support prior to making this change.  Account owner to get th...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kelly Tyndall created an article,

    Snow Best Practices

    1. Success Center
    2. Best Practices

    This article will list and describe what tools, tips, and key configurations are best fit to make your snow shoveling, plowing, salting/melting jobs, etc. successful. Tips & Tricks On Demand Jobs V...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes