Getting Started
Managing Leads, Opportunities, Appointments and Follow-ups (Draft)
Learn how to manage Leads, Opportunities, and Appointments — from the moment a new Lead enters 1Stop through scheduling, confirming, issuing, and rescheduling. It's designed to give your team a consistent, repeatable process to eliminate missed leads ...
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1Stop Field Definitions
Quickly learn what each field means across all modules in 1Stop. Bonuses Module The Bonuses module in 1Stop tracks customer referrals, automatically recording details and status. It helps businesses monitor referrals, calculate rewards, and ...
Submit and Track Support Tickets
This guide walks you through how to submit a support ticket in 1Stop and track its progress. Whether you're reporting a technical issue, need a question answered, or requesting a new feature, the Help Desk makes it easy to get the assistance you ...
Getting Around in 1Stop
Navigation In this article we'll go over the global navigation elements of 1StopInstall, helping you navigate the system to find what you are looking for. 1. Main Navigation Bar - Always present at the top of the page, the Main Navigation Bar is ...
Anatomy of a Related List
Related Lists are available on every Record to provide you with streamlined access to important information about all the related records, all in one easy to navigate section. If you click on any item in the Related List, Permits for example, the ...
Anatomy of a Custom View
Custom Views are a flexible and customizable way to display and organize records according to your specific needs. 1Stop provides a set of pre-configured of Custom Views for every major module based on industry best practices. You can think of a ...
Anatomy of a List View Page
When you click a module in the top navigation, you'll land on a List View of records for that module. Every List View within 1Stop adheres to a standardized structure, ensuring a consistent user experience, irrespective of the module you're working ...
Anatomy of a Blueprint
1Stop has established standardized processes for all major aspects of a specialty remodeling business through an innovative technology called a 'Blueprint.' Blueprints are located at the top of most records and serve as the central hub for managing ...
How to Search Records
1Stop's robust search capabilities allow you to find crucial data about your business quickly. Whether you're searching for a specific Contact, Sale, Job, or any other Record, our search puts the information you need at your fingertips. Search ...
Calendar, Meetings & Tasks
In 1Stop, you can efficiently manage your appointments and daily activities using the built-in calendar. It allows you to schedule meetings, add tasks, log calls, set reminders, and track important dates with ease. It’s a powerful tool that helps you ...
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 ...
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 ...
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 ...
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 ...
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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 ...