New Feature: Items Report

We’ve added a dynamic Items Report to the global reports available to all accounts:   With this report you can see sales, cost, and margin totals for any of your sales and expense items. The report can be filtered based on any criteria you can think of: date range, assignee, item category, visit stage, search terms, etc. For instance, maybe I want …

Joe JohnsonNew Feature: Items Report

SingleOps Timesheets

We did it!  SingleOps new Timesheet feature is here! Read below for more info on how SingleOps can make time tracking for your team a breeze or sign up for our Timesheet group training here What Do SingleOps Timesheets Do? Timesheets allows SingleOps users to seamlessly record time for themselves and their crew in order to automate payroll, labor tracking, job …

Emily McIntoshSingleOps Timesheets

Serial Entrepreneur and Tech Expert David Cummings Joins SingleOps

A few weeks ago the SingleOps team and our clients had a big reason to celebrate. You may have read in the Atlanta Business Chronicle that we recently closed a $1M capital round with David Cummings. David is one of the foremost experts at cloud technology and software-as-a-service businesses. He practically invented marketing automation with his company Pardot, which was ultimately acquired by Salesforce.com – …

Joe JohnsonSerial Entrepreneur and Tech Expert David Cummings Joins SingleOps

How to Have the Fastest Customer Support

A major part of growth is adaptation. As we have grown into the company we are today we have noticed a need to establish better lines of communication on the customer support side of the business. Our main goal is to solve your issues and get you back to using SingleOps as soon as possible! Here are a few ways …

Joe JohnsonHow to Have the Fastest Customer Support

Introducing Custom Color Coding Across SingleOps

One of the biggest requests we’ve been receiving lately is to be able to update calendar colors based on specific business processes. The most common request is to update calendar colors based on who is assigned to a task or job in SingleOps. Well, we are happy to announce that we’ve released the ability to custom color code your calendar, …

Sean McCormickIntroducing Custom Color Coding Across SingleOps

New Feature: Client Notice

The Notice feature keeps your entire team informed as well as up to date with all clients. When you type a customer’s name a “Notice” or “Warning” will appear. This is very helpful when creating a lead, proposal, or job. This is a great place to write important notes for everyone to see. A good example of a Client Notice …

Peyton TurnerNew Feature: Client Notice

Using Tags in SingleOps

SingleOps Just Got Even Easier! Using Tags in SingleOps will save you a lot of time as well as keep everything organized. You no longer have to re-enter common terms when creating jobs or purchases. Simply create a tag and it will always be just a click away. Tags can be very helpful when you want to filter jobs and …

Peyton TurnerUsing Tags in SingleOps

Setting A Default Job Name

Whats new? SingleOp’s new Default Job Name allows you to save time as well as set a standard name for creating a job. Many companies prefer to make job names a variety of things. For one time customers, it might make sense for the job name to be the property (i.e. Caddyshack Country Club).  When dealing with a lot of …

Peyton TurnerSetting A Default Job Name

Adding Tasks To The Route Planner

Getting Started: SingleOps has a new and improved route planner. Users now have the ability to add tasks throughout the route planner. This can be very helpful to schedulers, in addition to anyone who wants to have reminders throughout a busy day. We recommend that estimators take advantage of this new feature. When an estimate needs to be done onsite, …

Peyton TurnerAdding Tasks To The Route Planner