Kaitlin Lawton

SingleOps Terminology

1. Getting Started
2. Job Workflow

Introduction Below is a list of terms commonly used in SingleOps, along with descriptions for each word or phrase.    Term  Description  Active Job The 3rd stage of the job workflow. Clie...

• Edited August 05, 2022 13:15
• 1 follower
• 0 comments
• 0 votes

Avoiding Email Spam Filters

1. Knowledge Base
2. Communication (Email and Text)

Introduction  If you find that your customer is not receiving your company’s emails in their inbox, your email may be tagged as a spam email. This article will explain what a spam email is and how ...

• Edited August 04, 2022 20:23
• 1 follower
• 0 comments
• 1 vote

Progress Billing

1. Knowledge Base
2. Invoices & Payments

Introduction Progress billing is an invoicing method for one-off jobs that allows you to bill clients based on completed work. Created with Design/Build in mind, this feature gives you more control...

• Edited July 18, 2022 17:24
• 1 follower
• 0 comments
• -1 votes

ProPay SingleOps Payments

1. Knowledge Base
2. Invoices & Payments

Introduction SingleOps recently launched a new payment processing system in October of 2021 that includes the ability to process payments via ACH. Follow the below steps for instant approval and st...

• Edited July 01, 2022 13:56
• 1 follower
• 0 comments
• 0 votes

Payment Gateway

1. Knowledge Base
2. Invoices & Payments

Introduction In order to move forward with processing payments in SingleOps, you will first have to set up/sign up for the integration for SingleOps Payments powered by ProPay.    Table of Contents...

• Edited July 01, 2022 14:15
• 0 followers
• 0 comments
• 14 votes

Text Messaging

1. Knowledge Base
2. Communication (Email and Text)

Introduction The SingleOps Text feature allows Users to send text messages internally to their teams or externally to Clients regarding work that is entered into SingleOps. This is a great tool for...

• Edited June 28, 2022 15:23
• 1 follower
• 0 comments
• 0 votes

Route Memorization

1. Knowledge Base
2. Route Planner

Introduction Route memorization is a helpful tool that allows for future ease of scheduling routes where the crew & sequence for the routes is typically the same.  *Note: This feature can only be u...

• Edited June 27, 2022 15:56
• 1 follower
• 0 comments
• 0 votes

Community Center

1. Knowledge Base
2. Product Releases & Ideas

Introduction Here you will find the easy step-by-step instructions for logging in and creating a profile for the SingleOps Community Center. You can view the Community Center without being logged i...

• Edited July 05, 2022 20:04
• 1 follower
• 0 comments
• 0 votes

Define an Open Invoice

1. Knowledge Base
2. Invoices & Payments

Introduction SingleOps Invoices generate at different times depending on the Invoice type. By default, once Invoices have generated, they are considered Open Invoices & appear in the Client Portal,...

• Edited June 30, 2022 19:32
• 1 follower
• 0 comments
• 1 vote

Proposal Group Templates

1. Knowledge Base
2. Jobs

Introduction Proposal Group Templates allow you to accelerate the speed with which you can create Proposal Groups by automating the creation process using a template with preselected information (J...

• Edited June 21, 2022 18:22
• 1 follower
• 0 comments
• 0 votes