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Customer & Sales Management

Improve Your Customer Experience with Client Portal

SingleOps provides innovative tools to exceed customer expectations. Our Client Portal will help you level up your customer experience for booking new services, viewing & approving proposals, and accepting payments.

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Obtain New Business via SingleOps’ Website Integration

Obtain new business by placing the SingleOps widget on your website, allowing prospects and customers to book your services on their own time. When customers click the widget and enter their request, a lead is automatically generated in SingleOps for your team to action.

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Easily Send Proposals and Receive Customer Sign-off

When you send your customers proposals, they will access a secure client portal where they can review and sign-off on your estimates. Actions taken by your clients sync back to SingleOps in real-time, removing the need for paperwork or additional time-spent making follow-up phone calls.


Improve Your Customer Invoice & Payment Experience

Customers can view their invoices in detail and pay you for your services in Client Portal. The portal makes it easier for customers to select their preferred payment type and pay you quicker. It also provides your customers a single place to see their outstanding and paid invoices.


"It’s a much more professional experience for everyone involved."

We generate new leads from initial phone calls, create proposals using templates, and email them to customers. Customers are then able to make selections and accept proposals on the convenient customer portal.  After the work is completed, we bill the customer, and they can pay through the online customer portal as well!

Wade Vugteveen
DeHamer Landscaping

More SingleOps Features

Customer Communications

Manage customer communications from a single platform with a 360-degree view of the customer’s experience. Quickly text or email individual customers, or send bulk communications in advance of upcoming visits.

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Store all of your customer data in our cloud-based CRM. Empower everyone in your business to access customer information at any time, from any device, in the office or the field.

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Digital Work Orders

Work orders sync information from accepted proposals so that your crews never miss a detail. Private crew notes and site photos to help them provide five-star customer experiences.

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Estimates & Proposals

Lightning-fast proposal generation that optimizes for both revenue and margin based on your business needs and goals. Options-based proposals give your customers choices and minimize changes.

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GPS Tracking

Get real-time visibility into your equipment, including vehicles and equipment, and compare timesheet data against crews’ location history.

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Our financial management platform will help bill for any type of job and get you paid faster – all while providing your customers with a variety of flexible payment options.

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Job Costing

Get actionable insights on how your specific jobs and services are performing and how you can improve.

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Payment Options

Our financial management platform will help bill for any type of job and get paid faster – all while providing your customers with a variety of flexible payment options.

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Reporting & Analytics

Track progress, timelines, and budgets at a glance. Run pre-built or custom reports to see how your business is performing and identify opportunities for improvement every day.

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Scheduling & Routing

Enjoy increased productivity with greater control over your scheduling and routing. SingleOps enables your crews to maximize their time and even squeeze in more jobs when they finish early.

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Time Tracking

SingleOps timesheets automates many aspects of time management, allowing you to remain confident that labor costs are tracked accurately.

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