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Kaitlin Lawton

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Activity overview

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

    Change Orders

    1. Knowledge Base
    2. Best Practices

    In the article: Use a Custom Input Use an Item Group Edit the Job, Save Original PDF Duplicate the Job   In SingleOps, there are a few ways to manage and track change orders.   Use a Custom Input ...

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

    JSA Best Practices

    1. Knowledge Base
    2. Best Practices

    In this article: Tracking Job Safety Analysis Info in SingleOps Add Custom Inputs Capture JSA Information Update Work Order Document Template Report on JSA Inputs   Tracking Job Safety Analysis Inf...

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

    GPS Tracking Powered by FleetSharp

    1. Knowledge Base
    2. Timesheets & Labor

    In this article: GPS Tracking Powered by FleetSharp Order GPS Trackers Install GPS Trackers GPS in Manage Timesheets Tab Map View Tab GPS Timesheet Video   GPS Tracking Powered by FleetSharp Keep t...

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

    Manage Quickbooks Online

    1. Knowledge Base
    2. Quickbooks

    QuickBooks Online Unsynced Entities Report The QuickBooks Online Unsynced Entities should be checked daily. This will list all entities that are unable to sync from SingleOps into QuickBooks. 1. Cl...

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

    Fertilization/ IPM/ Turf Care Best Practices

    1. Knowledge Base
    2. Best Practices

    In this article: Fertilization/IPM/Turf Care in SingleOps Estimating & Scheduling Chemical and Weather Tracking  Fertilization/IPM/Turf Care in SingleOps  SingleOps makes it easy to manage fertili...

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

    Duplicate a Job

    1. Knowledge Base
    2. Jobs

    Duplicating a job will help save time by making an exact copy of an existing job. A job can be duplicated as a proposal, proposal with attachments, active job, or active job with attachments.  To d...

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

    Route Capacity

    1. Knowledge Base
    2. Scheduling
    3. Route Planner

    In this article: What is Route Capacity?  Set-Up Route Capacity Use Route Capacity   What is Route Capacity? Route Capacities help ensure that no crew or driver is overburdened with labor or materi...

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

    Milestone Progress Billing

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

    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 over the inv...

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

    Custom Contact Type

    1. Knowledge Base
    2. Clients & Contacts

    In addition to the 15 original Customer Contact Types, SingleOps users now have the freedom to create their own custom Customer Contact Types. Only admin Users can create and edit Custom Contact Ty...

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

    Invoice Creation & QuickBooks Syncing

    1. Knowledge Base
    2. Quickbooks

    This article will include details on how and when the invoice generation occurs for individual job types,  and their relationship with Quickbooks.     One-Off Jobs & Recurring Jobs on Per Visit Inv...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes