Crew Lead / Tech Getting Started

Kaitlin Lane

September 27, 2024 14:23

Step 1: The Basics
Login at app.singleops.com	Bookmark https://app.singleops.com/ to your browser or phone home screen for quick access to SingleOps!
Open the SingleOps In-App Success Center	Your hub for what's new with SingleOps
Meet your team Contacting SingleOps, Support vs. CSM	Support is a great resource if you need help!
Practice Using Global Search	Easily find clients, bids and more

Step 2: SingleOps Overview
Review the Full Job Workflow in SingleOps		Watch the ~6 minute workflow video to see how SingleOps works
Watch Webinars		Join our expert-led webinars, hosted by the SingleOps Customer Success team. Each Session focuses on a specific topic, sharing valuable best practices and an interactive Q&A. Timesheets & Labor Tracking You can also register for upcoming webinars here (right before the Explore SingleOps Features section.)
Review Timesheets & Labor Resources		How to Use My Timesheet Create & Use Labor Resources
Review all Best Practices		See how other teams use SingleOps, and learn more about special uses.

Step 3: Practice Makes Perfect
Manage Schedule from My Day Page		My Day & Timesheets for Crew Users (Video) My Day & Timesheets for Crew Users (en Español) (Video)
Track Time		How to Use My Timesheet
Complete Jobs		Complete & Approve a Job (Video)

Step 4: Track Your Success
Man Hour Report		The Man Hour Report provides users with a visit-level breakdown of, not only profit metrics, but many other financial performance metrics as well.
Job Labor Report		This report compares and contrasts estimated labor for a particular job and the actual labor performed.
Timesheet Summary		The SingleOps Timesheet Summary Report includes clock-in & clock-out data, calculates total hours, & differentiates the time between Paid & Unpaid hours. Any Timesheet notes (descriptions) can also be seen in this report.