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Customer & Sales Management

Improve Your Customer Communications

SingleOps provides innovative tools to manage customer communications. Our CRM will be your home for quickly communicating with customers via text and/or email from one place.

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Automate Sales Communications

Automate proposal reminders to save your sales team time and keep your business top-of-mind with your prospects. With SingleOps, your team can customize each communication to convert more proposals into upcoming jobs.

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Automate Appointment Reminders

Personalized and timely communications are critical to winning customers’ trust. With SingleOps’ automated appointment reminders, your company can easily exceed customer expectations and create top-tier customer experiences.

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Keep Customers Aware of Scheduling Changes

Scheduling changes happen, and SingleOps makes it easy to keep your customers notified when they do. Our batch rescheduling feature allows you to notify customers when the weather takes a turn.

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"One hundred percent of the replies I’ve received have been positive."

Our company previously had no way to email customers. Now, the team uses email templates frequently and regularly receives positive feedback. Customers are able to click a button to accept a proposal, pay an invoice, or request additional services.

When we have a shorter week due to a holiday, I email maintenance customers to remind them that we might show up on a different day and we can’t take requests for additional services. One hundred percent of the replies I’ve received have been positive, such as, ‘Thanks,’ or ‘Can I get another estimate?

Jack Harder
General Manager
Harder Services, Inc.

More SingleOps Features

Client Portal

Stand out from your competition by leveling up the customer experience of booking new services, viewing & approving proposals, and accepting payments.

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CRM

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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Invoicing

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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