Avatar

Kaitlin Lane

  • Total activity 371
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 4 users
  • Votes 1
  • Subscriptions 171
Return to Home

Activity overview

Latest activity by Kaitlin Lane
  • Kaitlin Lane commented,
    1. Knowledge Base
    2. Admin & Account Settings
    3. Update Payment Method on Your Account

    Hi Leah! Please contact SingleOps Support! 

  • Kaitlin Lane commented,
    1. Knowledge Base
    2. Jobs
    3. Tree Inventory

    Hi Melanie Recycling Admin! Yes, Tree Inventory can be removed. Navigate to Setup > Account Settings > Features > toggle NO next to Enable Tree Inventory and when finished, click Update Settings. P...

  • Kaitlin Lane created an article,

    Communication History

    1. Knowledge Base
    2. Communication

    SingleOps brings all client communication into one centralized view (emails, proposals, texts, invoices, and more) so you can see the full history of interactions with each client in one place.This...

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

    Tree Inventory

    1. Knowledge Base
    2. Jobs

    Tree Inventory allows you to add a tree(s) to a client’s property map on proposals, add details to that tree (e.g., species, DBH, and notes), view history, and you can also add Items to that tree o...

    • Edited
    • 2 followers
    • 2 comments
    • 0 votes
  • Kaitlin Lane created an article,

    ProPay Account Management in SingleOps

    1. Knowledge Base
    2. Invoices & Payments

    Access ProPay inside SingleOps to manage your account, manage account funding, access documents and chargebacks, and pull reports on payments processed via ProPay. This portal will allow you to man...

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

    Custom Transaction Number Setting in QuickBooks to use Deposits/Prepay

    1. Knowledge Base
    2. Invoices & Payments

    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
    • 0 comments
    • 0 votes
  • Kaitlin Lane created an article,

    Receive Product Release Notes via Email

    1. Product Updates
    2. Release Notes

    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...

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

    Invoices Page

    1. Knowledge Base
    2. Invoices & Payments

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Kaitlin Lane commented,
    1. Product Updates
    2. Release Notes
    3. Release Note | 8.29.2024

    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 Lane created an article,

    Proposal / Proposal Group Status

    1. Knowledge Base
    2. Jobs

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

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote