Administration
Expenditures
Tracking expenses in 1Stop can help your team stay organized, manage job costs, and ensure accurate reporting. The Expenditures module is where you can log and categorize any business-related spending tied to jobs, vendors, or general company ...
Offboarding Employees
Offboarding an Employee in 1Stop: Step-by-Step Guide This article walks you through the steps for offboarding a user in 1Stop. Each section expands to provide more details. 1. Update the employee record to mark the user as Resigned or Terminated. ...
Onboarding Employees
Onboarding a New Employee in 1Stop: Step-by-Step Guide This article walks you through the steps to onboard a new user to 1Stop. Each section expands with more details. 1. Create the Employee Record – Start by setting up the employee’s profile in the ...
Analytics Overview
1Stop comes pre-configured with all of the industry-specific dashboards you need to run your business and make data-driven decisions for how to add to your bottom line. And if you don't see something you are looking for, the powerful Analytics module ...
Auto-Import Process for Lead Aggregators
1Stop seamlessly imports Leads from any Lead Aggregator. Follow these steps to onboard a new Lead Aggregator: 1. Request Webhook URL: Submit a customer support ticket to 1Stop requesting a Webhook URL for the Lead Aggregator. Please allow 24-48 hours ...
Group Calendars
Consolidate the schedules of all members of a Group into a unified calendar, facilitating easy identification of open time slots for collaborative scheduling and streamlined meeting planning. Below, we focus on how to access and use Group calendars. ...
Create Groups
In 1Stop, you can create different groups (set of users) to manage shared records. These groups can be used to organize team sales, support, event coordination by marketing teams, and more. Users within a specific group can access and manage records ...
Text Messaging Overview
Texting is one of the fastest and most direct ways to connect with customers. With 1Stop, you can send and receive text messages right from a contact record — and even automate texts to go out as soon as a lead enters your system. This guide walks ...
Profiles, Roles and Data Sharing
Introduction Your administrator will assign you a Profile, Role, and Data Sharing access based on your position within the organization. Together, these settings determine what you can see and do in 1Stop—based on your specific responsibilities. For ...
Email Overview
1Stop Install provides robust email solutions. Click on a subject below to learn about Compose Settings, that allow you to update what email address users use to send emails, choose fonts and update signatures; Organization Emails, which creates a ...
Tasks Overview
A Task is a specific piece of work or activity assigned to someone to be completed within a certain timeframe. In 1Stop, Tasks appear on the record’s Home page, the task owner’s calendar, and in other related records. When creating a Task, you'll ...
Tags Overview
The primary purpose of using tags in 1Stop is to help you categorize and prioritize records so that you can fetch them easily. You can add tags to individual records, or add them to a group of records at one time. Some of the key actions you can ...
Popular Articles
Updating Your Personal Settings
1Stop offers a variety of Personal Settings based on your individual Preferences. Follow the instructions below to add more details about yourself and confirm the default settings are suitable based on your individual preferences. Alert Please be ...
Logging In
Introduction To log in for 1Stop, you need an email invitation sent by your administrator. Once you receive the invitation, please follow the instructions below. Initial Sign-up Instructions 1. Click the Join Now button from the email invitation sent ...
1Stop General Introduction
Introduction 1Stop is the first all-in-one business operating system designed to meet the unique demands of specialty remodelers. From when a lead first expresses interest in your business through the entire sales and installation process, 1Stop ...
Customizing Home Pages
Introduction In 1Stop, the home page provides a quick overview of your CRM activities' progress, featuring components from various modules like Tasks, Dashboards, and more. A brief glance at the home page components instantly reveals the status of ...
Anatomy of a Record
Every record within 1Stop adheres to a standardized structure, ensuring a consistent user experience, irrespective of the module you're working with. Below, we provide an example of a Contact Record, which serves as a representative model for all ...