Kelly Tyndall

1. Knowledge Base
2. Jobs
3. Proposal Expiration & Auto-Rejection

Proposals will automatically be marked as rejected based on the number of days entered for the account setting below. There isn't currently a filter for auto-rejected proposals. That said, you can ...

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• Created February 14, 2024 17:19
• 1 vote

1. Knowledge Base
2. Jobs
3. Create a PHC Proposal

Matt Spiece It will go in order of the items listed. For example I have a job signed in August:Custom Schedule 1 visit March, 1 visit July, 1 visit OctoberPHC Round 1 Item - TBD, 1 visit PHC Round ...

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• Created February 29, 2024 15:54
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1. Knowledge Base
2. Jobs
3. One-Off Job & Recurring Job

Check out the 2 articles below for our best practices in managing Design Build in SingleOps: Create a Design Build Proposal  Design Build Best Practices 

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• Created February 14, 2024 17:22
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1. Knowledge Base
2. Jobs
3. Job Notes

Not at this time, however you can add that in when adding a new note. 

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• Created February 14, 2024 17:20
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