Kaitlin Lane
Articles
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Add SingleOps Browser to Phone or Tablet Home screen
iPhone iPad/Tablet Android Add SingleOps Browser to Phone or Tablet Home screen iPhone In your iPhone, open the Safari app Search App.SingleOps.com in your web search Sign in with your SingleO...
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Apply Discounts
Discount items in SingleOps can be used in two ways: as built-in discounts by percentage or applied directly as a Line Item to the job for a flat rate. In this article: Apply a Percentage Discount ...
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On Hold for Clients or Jobs
The On Hold feature allows you to put a temporary stop to Jobs in SingleOps. This can be applied to either all work for one Client, or on an individual Job basis. On Hold is available for Admin use...
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Printing Invoices
Although SingleOp's billing is designed for fully digital interactions with your clients, we understand that certain clients still want hard copies of their documents mailed instead of an emailed l...
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One-Off Job & Recurring Job
There are two main types of Jobs in SingleOps: One-Off & Recurring. By default, all Jobs in SingleOps are set as One-Off & will need to be switched to Recurring, as needed. In this article: One-Of...
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Invoice Roll Ups (RUP)
Invoice Roll Ups enable SingleOps users to create a single Invoice document by combining multiple existing Invoices for the same Client. Invoice Roll Ups can include two or more invoices, and must ...
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Rejecting a Recurring Job Visit
To Reject a Visit on a Recurring Job, the process differs based on the type of Proposal for the Job - Standard vs. Options Proposal. If the Visit is on a Job with an Options Proposal, this is furth...
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Job Notes
Job Notes in SingleOps are fields used to add detailed descriptions or messages about a Job. In this article: Note Fields & Descriptions Visit Notes on Recurring Jobs Additional Notes about Job Not...
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Combined Billing
In this article: What is Combined Billing? What is a Combined Billing Schedule? Create a CMB When are CMB Invoice Documents Generated? When are Visits Added to CMBs? What do CMBs Look Like? CMB FAQ...
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Visit Splitting
The Visit Splitting feature is a fast and easy way to create a new Visit on a One-off Job when the work planned for one day does not get completed in one day. Splitting a Visit into two, moves one ...