Avatar

Kaitlin Lane

  • Total activity 354
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 4 users
  • Votes 1
  • Subscriptions 159

Activity overview

Latest activity by Kaitlin Lane
  • Kaitlin Lane created an article,

    Tree Inventory

    Currently a Beta feature, Tree Inventory allows you to add a tree(s) to a client’s property map on proposals, add details to that tree (e.g., species, DBH, and notes), and you can also add Items to...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlin Lane created an article,

    ProPay Account Management in SingleOps

    Scheduled for Beta (and wider release throughout January 2025) Access ProPay inside SingleOps to manage your account, manage account funding, access documents and chargebacks, and pull reports on p...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlin Lane created an article,

    Custom Transaction Number Setting in QuickBooks to use Deposits/Prepay

    If you are planning to use the Deposit/Prepay feature in SingleOps, the Custom Transaction Numbers setting in QuickBooks needs to be turned OFF. This feature in QuickBooks Online is automatically d...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlin Lane created an article,

    Receive Product Release Notes via Email

    Never miss a SingleOps Product Release update! Follow these simple steps to receive bi-weekly product release notes straight to your inbox and stay updated on the latest features and improvements i...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlin Lane created an article,

    Invoices Page

    The Invoices page is designed to be your one-stop-shop for accessing and actioning your Invoices. It includes columns, such as Invoice Status, Visit Stage and Invoice Age. It also includes extensiv...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Kaitlin Lane commented,

    Michael, thank you for your feedback! We are happy to hear you want to see a unified filtering interface throughout SingleOps, because this is the plan. Stay tuned for these upcoming changes! 

  • Kaitlin Lane created an article,

    Proposal / Proposal Group Status

    Statuses on the Proposal page help you immediately understand the critical details of a Proposal or Proposal Group. They are automatically set by information you input into SingleOps, and designed ...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Kaitlin Lane created an article,

    Lead Status

    Statuses on the Leads page help you immediately understand the critical details of a Lead. They are automatically set by information you input into SingleOps, and designed to help you action Leads ...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Kaitlin Lane created an article,

    Preview of the Upcoming Release 8.15.2024

    Thursday, August 15th, we will be making some exciting changes to SingleOps! These changes will make SingleOps easier to navigate and improve how you access core Jobs pages, settings, and templates...

    • Edited
    • 4 followers
    • 0 comments
    • 0 votes
  • Kaitlin Lane commented,

    Hello David, are you still having trouble signing in? If so, please contact SingleOps Support.