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Kaitlin Lawton

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Activity overview

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

    SingleOps Terminology

    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...

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  • Kaitlin Lawton created an article,

    Avoiding Email Spam Filters

    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 ...

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    • 1 follower
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    • 1 vote
  • Kaitlin Lawton created an article,

    Progress Billing

    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...

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    • 1 follower
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    • -1 votes
  • Kaitlin Lawton created an article,

    ProPay SingleOps 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...

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  • Kaitlin Lawton created an article,

    Payment Gateway

    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...

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    • 14 votes
  • Kaitlin Lawton created an article,

    Text Messaging

    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...

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  • Kaitlin Lawton created an article,

    Route Memorization

    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...

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    • 1 follower
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  • Kaitlin Lawton created an article,

    Community Center

    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...

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    • 1 follower
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  • Kaitlin Lawton created an article,

    Define an Open Invoice

    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,...

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    • 1 follower
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    • 1 vote
  • Kaitlin Lawton created an article,

    Proposal Group Templates

    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...

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    • 1 follower
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