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Kelly Tyndall

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Activity overview

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

    Reconcile ProPay Funds

    1. Knowledge Base
    2. Invoices & Payments

    How Does ProPay Batch Funds? Gross Funding vs Net Funding Steps to Reconcile in SingleOps Steps to Reconcile Outside of SingleOps   How Does ProPay Batch Funds? Payment Taken  Next day funding Fu...

    • Edited
    • 2 followers
    • 0 comments
    • -1 votes
  • Kelly Tyndall commented,
    1. Knowledge Base
    2. Jobs
    3. Create a PHC Proposal

    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 ...

  • Kelly Tyndall created an article,

    Release Notes (Prior To 2023)

    1. Product Updates
    2. Release Notes

      You can find our release note here.     

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kelly Tyndall commented,
    1. Knowledge Base
    2. Jobs
    3. One-Off Job & Recurring Job

    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 

  • Kelly Tyndall commented,
    1. Knowledge Base
    2. Jobs
    3. Job Notes

    Not at this time, however you can add that in when adding a new note. 

  • Kelly Tyndall commented,
    1. Knowledge Base
    2. Jobs
    3. Proposal Expiration & Auto-Rejection

    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 ...

  • Kelly Tyndall created an article,

    Create a PHC Leave Behind or Completion Report

    1. Knowledge Base
    2. Communication

    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...

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

    Update Item Costs and Prices

    1. Knowledge Base
    2. Admin & Account Settings

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

    Job Costing: Track Costs & Set Prices

    1. Success Center
    2. Best Practices

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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 Help button, located in the upper right corner of your scr...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes