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Kaitlin Lawton

  • Total activity 337
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  • Followed by 4 users
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Activity overview

Latest activity by Kaitlin Lawton
  • Kaitlin Lawton 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
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  • Kaitlin Lawton 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...

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    • 1 follower
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  • Kaitlin Lawton 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...

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

    Proposal Status

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

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    • 1 follower
    • 0 comments
    • 1 vote
  • Kaitlin Lawton 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 ...

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    • 1 follower
    • 0 comments
    • 1 vote
  • Kaitlin Lawton 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...

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    • 4 followers
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  • Kaitlin Lawton commented,

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

  • Kaitlin Lawton created an article,

    Synlawn Inventory Guide

    Maually Set Up & Manage Synlawn Inventory Allocate Synlawn Inventory to Jobs Ordering & Reciving Synlawn Inventory   Manually Set Up & Manage Synlawn Inventory You can find a link to a video walkth...

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    • 1 follower
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  • Kaitlin Lawton created an article,

    Set Up Jobs with Multiple Contacts

    Set Up Jobs with Multiple Contacts Common Scenarios   Set Up Jobs with Multiple Contacts Add Contacts to the Client account Select the Contact on the Job Create or edit a Job Under Additional O...

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    • 1 follower
    • 0 comments
    • 0 votes