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

New Feature: SingleOps Academy

Whats new? Our team is proud to release one of SingleOps newest features, SingleOps Academy! This new update allows our account users to access a variety of different tutorials with the click of a button. We took a close look at your feedback then created SingleOps Academy based on the most frequent asked questions. You can find this new feature …

Peyton TurnerNew Feature: SingleOps Academy

How to use Singleops’ new Quick Add feature

Adding line items to a job just got a lot easier with SingleOp’s great new Quick Add feature. You can now create items and add them to a job instantly. This is a lot easier than having to navigate through the account settings to add an item.  Thanks to y’alls great feedback we now have yet another way to save …

Joe JohnsonHow to use Singleops’ new Quick Add feature

Line Item Additional Info

A great new feature has been added to job creation. You can now add description’s to each line item added to a job. Included is a text box, an option for attachments, as well as a few options for additional info. Please see below how to get the most out of this great addition. When adding a line item you …

Joe JohnsonLine Item Additional Info

How to set up Authorize.net

Authorize.net is a credit card processing company that links with SingleOps allowing you to accept Credit Card Payments. To set up Authorize.net you need to create an account on their website. After your account is created you will be given your API Credentials. API stands for application programing interface. These credentials will allow you to link your Authorize.net merchant account …

Joe JohnsonHow to set up Authorize.net

New Feature: Global Search

How to use Global Search: The global search feature allows you to search for any page in the application. The search bar is located at the top left side of the page. Here you can search a variety of fields including specific jobs, clients, and purchase orders. The results will be divided into the following categories: Quicklinks, Jobs, Clients, Items, …

Joe JohnsonNew Feature: Global Search