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Kaitlin Lawton

  • Total activity 211
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Activity overview

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

    SingleOps Onboarding & Implementation

    1. Getting Started
    2. Getting Started

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

    Account Settings for QuickBooks

    1. Knowledge Base
    2. Quickbooks

    In this article: Navigation SingleOps Account Settings for QuickBooks   Navigation Navigate to:Admin > Account Settings Select Search Account Settings Search the setting names from table below.  ...

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

    PCI Compliance in SingleOps Payments Powered by ProPay

    1. Knowledge Base
    2. Invoices & Payments
    3. Payments

    SingleOps Payments is powered by ProPay, a leading merchant processor and division of Global Payments, Inc. To help our customers with their own PCI compliance, ProPay provides the following Attest...

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

    Design Build/Install Best Practices

    1. Knowledge Base
    2. Best Practices

    In this article: Estimating Estimating Design/Build Video Scheduling Scheduling Design/Build Video Invoicing Invoicing Design/Build Video   Estimating Job Templates Make sure job templates have b...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes
  • Kaitlin Lawton created an article,

    Sales by Operation

    1. Knowledge Base
    2. Reports
    3. Sales & Payments Reports

    Below is a breakdown of each available column within Sales by Operation: COLUMN DESCRIPTION Total Revenue Billed Sum of Total Price for all jobs in completed and approved stages Revenue Last...

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

    Apply Payments, Voids & Refunds

    1. Knowledge Base
    2. Invoices & Payments
    3. Payments

    In this article: Apply Payments Apply Payments - Customer View Credit Card Payments Video  SingleOps Payments Processing Fees Apply Refunds SingleOps Payments Voids & Refunds  SingleOps Payments St...

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

    Clear Your Google Chrome / Safari Cache- Mac & PC

    1. Knowledge Base
    2. Troubleshooting

    When you browse the internet and visit different sites, your browser saves several contents and data in temporary storage. This temporary storage is called "cache". It is best practice to clear the...

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

    Sales Rep / Estimator

    1. Getting Started
    2. Getting Started

    Get to Know SingleOps Job Workflow Video ~10 minutesWatch this to get a full understanding of how your role impacts everyone else on your team. Also learn common SingleOps terminology.  SingleOps ...

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

    Crew Lead / Tech

    1. Getting Started
    2. Getting Started

    Get to Know SingleOps Job Workflow Video ~10 minutesWatch this to get a full understanding of how your role impacts everyone else on your team. Also learn common SingleOps terminology.  SingleOps ...

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

    Crew Member

    1. Getting Started
    2. Getting Started

    Get to Know SingleOps Job Workflow Video ~10 minutesWatch this to get a full understanding of how your role impacts everyone else on your team. Also learn common SingleOps terminology.  SingleOps ...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes