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Summary of Changes

Product Release: August 15th, 2024

1. Simplified access to Jobs pages
2. Accessing Job and Proposal Templates via Global Create
3. Improved Settings Organization

All changes on August 15th, 2024 will keep existing SingleOps functionality, but we are slightly moving where things live to make the platform easier to navigate and save you time.

So, we’re giving you notice to prepare for the changes.

5 minute video overview

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You can use the Global Create button to create leads, proposals, or active jobs.

• You’ll have the option to select or create job or proposal templates from here.

Simplified access to Jobs pages

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Product Release: August 15th, 2024

Old Navigation Bar

New as of 8.15.2024

Easier access to core jobs pages will save you hundreds of clicks per day.

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Accessing Job and Proposal Templates via Global Create

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Product Release: August 15th, 2024

As of 8.15.2024, proposal and job templates can be used from the blue “Global Create”

Templates save you time!

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You will be able to access your existing templates, add a new template, OR Create a Proposal / Active Job from Scratch. You choose!

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Improved Settings Organization

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Product Release: August 15th, 2024

Old

New as of 8.15.2024

Easier access to settings will save you hundreds of clicks per day & lots of time scrolling.