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Kaitlin Lane

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Activity overview

Latest activity by Kaitlin Lane
  • Kaitlin Lane created an article,

    SingleOps Change Logs | Q4 2025

    1. Product Updates
    2. SingleOps Change Logs

    At Granum, we pride ourselves on being transparent with our customers. This Change Log provides a running record of improvements, fixes, and performance updates in SingleOps, listed in order of com...

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  • Kaitlin Lane created an article,

    Release Note | 10.30.2025

    1. Product Updates
    2. Release Notes

    We're excited to announce the latest SingleOps product updates, bringing you enhanced functionality for Tree Inventory and improved account management!What's New?Photos on Individual Trees (Tree In...

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    • 0 followers
    • 0 comments
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  • Kaitlin Lane created an article,

    Release Note | 10.2.2025

    1. Product Updates
    2. Release Notes

    This week we are excited to announce an update to Tree Inventory! As of this update, you are now able to add custom notes to individual trees. The notes will appear in “Tree History” in the Tree In...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlin Lane created an article,

    Why Your Business Needs Digital Payment Options

    1. Knowledge Base
    2. Invoices & Payments

     SingleOps Payments: A Guide to Getting Paid FasterAre you tired of waiting for checks in the mail and chasing down late payments? SingleOps Payments, powered by ProPay, offers a seamless and moder...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlin Lane created an article,

    Handling Anonymous Portal Clients

    1. Knowledge Base
    2. Clients & Contacts

    Below are the process steps for managing the account once leads begin to come through the Portal. Anonymous Client Portal functions as a temporary placeholder for receiving incoming leads via the C...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlin Lane commented,
    1. Knowledge Base
    2. Clients & Contacts
    3. Merge Clients

    Thank you Laura, Office Manager for your question - merging two Customers in SingleOps should not affect QuickBooks, should you ever decide to connect it with your SingleOps.

  • Kaitlin Lane commented,
    1. Knowledge Base
    2. Admin & Account Settings
    3. Manage Account Payment Methods & Billing

    Hi Leah! Please contact SingleOps Support! 

  • Kaitlin Lane commented,
    1. Knowledge Base
    2. Jobs
    3. Tree Inventory

    Hi Melanie Recycling Admin! Yes, Tree Inventory can be removed. Navigate to Setup > Account Settings > Features > toggle NO next to Enable Tree Inventory and when finished, click Update Settings. P...

  • Kaitlin Lane created an article,

    Communication History

    1. Knowledge Base
    2. Communication

    SingleOps brings all client communication into one centralized view (emails, proposals, texts, invoices, and more) so you can see the full history of interactions with each client in one place.This...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlin Lane created an article,

    Tree Inventory

    1. Knowledge Base
    2. Jobs

    Tree Inventory allows you to add a tree(s) to a client’s property map on proposals, add details to that tree (e.g., species, DBH, and notes), view history, and you can also add Items to that tree o...

    • Edited
    • 2 followers
    • 2 comments
    • 0 votes