Finance Teams
Products
The Products module in 1Stop helps your team manage the items and services your company offers—whether they’re physical products, installation packages, or service-based work. If it’s something you sell, quote, or invoice, it belongs here. This ...
Vendors
The Vendors module in 1Stop helps your team manage third-party vendors involved in your purchasing, billing, and payment workflows. This could include subcontractors, suppliers, permitting agencies, engineers, or any external party you do business ...
Chart of Accounts
The Chart of Accounts (COA) module in 1Stop CRM is where you manage the financial accounts your company uses. It’s designed to reflect your general ledger structure, giving you quick visibility into the accounts tied to things like invoices, ...
Intro for Finance & HR Teams
1Stop helps finance and human resource teams gain valuable insights into their business operations with a comprehensive suite of tools to help them manage and track receipts, payments, costs, and employees more efficiently. Employee Management - ...
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 ...