Account Settings is where you tailor SingleOps to the way your business actually runs — how jobs are entered, when invoices sync, what your customers see on a proposal, and dozens of smaller defaults that save your team clicks every day. This article walks through every setting, grouped by the same tabs you'll see in the product, so you can match what's on your screen to what it does.
Where to find it: Setup > Account Settings
Who can access it: Admin users only
How to read the recommendations: Where we have a recommended setting for most tree care businesses, you'll find it in the Our Recommendation column. A dash (—) means there's no one-size-fits-all answer — the right choice depends on your workflow. When a setting touches your accounting, we'll point you to review it with your QuickBooks admin rather than guess.
In this article
Company
Setting | What it does |
Name | Your SingleOps account name. |
Inc Name | Your company name as it appears on SingleOps documents, emails, etc. |
SingleOps Email | For deliverability, emails from SingleOps send from a singleops.com domain. Your emails carry the correct reply-to for the sending user; for clients that use "from" instead of "reply-to," your mail.singleops.com address forwards to your custom contact email. Example — Company: Kelly's Tree Care → SingleOps Email field: KellysTreeCare. |
Customer Contact Email | The backup address for customer replies. If a customer emails your SingleOps email, the reply is directed here. Can be added to Document Templates as a general contact email. |
Doc Email | Email address that appears on SingleOps documents. |
Doc Phone | Company primary phone number that appears on SingleOps documents. |
Doc Fax | Company primary fax number that appears on SingleOps documents. |
Doc Website Display | Clickable text on SingleOps documents; the link points to the Doc Website URL below. Example: KellysTreeCare.com |
Doc Website URL | The URL linked to the Doc Website Display text above. |
Customer Portal | URL to your SingleOps portal, which you can add to your website for lead intake. Learn more. |
Doc addr line 1 | Company street address for SingleOps documents (e.g., 123 Street Ln). |
Doc addr line 2 | Company city, state, ZIP for SingleOps documents (e.g., Atlanta, GA 12345). |
Doc HTML color theme | Hex code that sets the color of URLs on SingleOps documents (e.g., |
Proposal Acceptance Text | Text shown to your customer after they accept a proposal. |
Financing Intro Text | If financing is enabled, text shown to your customer. Learn more about financing. |
Autopay Prompt Text | If autopay is enabled, text shown to your customer. Learn more about autopay. |
Attach Logo | Upload the company logo for SingleOps documents. PNG or JPEG. |
Attach Document Footer Images | Upload footer images for documents (typically certifications, BBB, etc.). PNG or JPEG. |
Use Percent Pricing | Controls how job costing displays. Unchecked shows a dollar markup (Cost $5 + Markup $10 = Price $15). Checked shows a percent margin (Cost $5, Margin 10% = Price $5.50). |
Default Terms | Default terms used on all jobs. |
Default Tax Location | Default tax location used on all jobs. |
Account Owner | The highest permission level in SingleOps. Account Owners can add/remove user licenses, update your subscription payment method, and receive the weekly Account Summary email. |
Jobs
Setting | What it does | Our recommendation |
Require a job category? | Always require the user to select a job category when creating a new job. | No |
Only sync clients when also syncing an invoice? | Only sync new client info to QuickBooks when an invoice syncs for that client. Keeps your QuickBooks file cleaner. | Review with your QuickBooks admin |
Assign new tasks to user? | Auto-assign new tasks to the user creating them (on jobs or directly on the calendar). | Yes, if the estimator also takes in/schedules leads |
How many days before proposal expires? | Days a proposal stays active from its last update before it's automatically rejected. | Depends on your work's lifecycle — design/build installs need a longer window than maintenance. |
Assign new jobs to user? | Auto-assign new jobs to the user creating them. | — |
Enable pickup jobs | For jobs where the customer picks up at a single location (like retail sales). Makes entry easier and removes them from the route planner. | Yes if you have a retail pickup space; typically yes for sod and synthetic turf |
Assign tasks to the last job created? | Auto-assign new tasks to the last job created by your user. Helpful for on-site sales visits and estimates. | No |
Require all jobs to be scheduled when created? | Always require scheduling when a job is first entered. If enabled and you unschedule a visit via the route planner, the visit stays scheduled on the previously selected day. | No |
Require 3rd party contacts for new jobs? | Require at least one 3rd-party contact on new jobs. Applies only when contacts exist for the selected customer. | — |
Enable support for 'Last Name, First Name'? | Enter customer names as Last, First; SingleOps assigns names in that format. | Review with your QuickBooks admin before connecting QuickBooks |
How many days until a lead is stale? | We'll remind you when a lead hasn't converted to a proposal after this many days. | — |
Line Item Identifier | Identifier for line items on job entry — None, Alphabetic, or Numeric. | — |
Does a job entry require a tax location? | Makes the tax location dropdown required on job creation. | — |
Default Job Name? | How the job name defaults on entry: Client Billing (billing address), Visit Location (visit address), Company Name, or Client Name. | Visit Location is the most common default |
Should clients sign to accept proposal? | When clients accept from the proposal page, require a signature. If not, they confirm Terms & Conditions with a click. | Yes |
Require clients to type to sign proposal? | When signing a public proposal, require clients to type their signature. | — |
Can users create taxed all-in jobs? | All-in taxed jobs absorb sales tax as lost revenue rather than passing it to the customer. (No effect on QuickBooks Online–connected accounts.) | Review with your QuickBooks admin or accountant |
Create a task with New Leads | Create a task by default when a new lead is entered. | Yes |
Default Job Task Name | Default name for the task created with a lead. | On Site Estimate |
Should the task created with lead be on site by default? | The auto-created lead task is marked on-site by default (can be removed case by case). | Yes |
Use the job's name for shipping address 1 | When syncing to QuickBooks, use the job's name for shipping address line 1 on invoices. | Review with your QuickBooks admin |
Autopay Enabled | One-click invoice payment after job approval, plus batch autopay. Available on SingleOps Payments or OpenEdge only. Learn more about autopay. | Review with your QuickBooks admin or accountant |
Per Visit Status | Completed populates the Autopay Invoices report for any Completed or Approved visit; Approved populates only for Approved visits. | Review with your QuickBooks admin or accountant |
Payment Processed Email Template | Template sent to your customer when an auto payment is processed. | Autopay processed |
Payment Failed Email Template | Template sent to your customer when an auto payment is processed but fails. | Autopay failed |
EMV Point of Sale Enabled (Open Edge and SingleOps Payments only) | Enables paying invoices via the EMV point-of-sale interface. Requires a configured payment gateway and SingleOps support — do not attempt to connect on your own. | No |
Track Last Service Date for Line Items | Tracks the last date a service was performed for a line item (including on the job or renewed job) to prevent applying a treatment too frequently. | Yes — especially for PHC, fertilization, IPM, etc. |
Hide line-level subcontracted flag? | Hides the subcontracted flag at the line-item level. Use if your item defaults are always correct and you want to hide this from operators. | No |
Require all jobs to have a sales rep when created? | [Original description missing — needs completion.] | — |
Hide unit costs and margins? | Hides unit costs and margins, showing only prices. "Jobs and Visits only" limits hiding to viewing/editing of jobs and visits. | — |
Enable Estimated Revenue Visits Entry? | Allows manually entering an estimated number of revenue-generating visits on fixed-invoicing jobs; SingleOps then estimates revenue across those visits. | — |
Enable Proposal Groups | Group proposals together to present as one proposal. | — |
Jobs requiring deposits should be on-hold by default | Jobs requiring a deposit won't continue until the deposit is made. (Contact SingleOps Support if you don't see this setting.) | — |
Default Deposit % | Percentage of the total price to collect before the job starts. (Contact SingleOps Support if you don't see this setting.) | — |
Property Measurement Custom Inputs | Select which job-level custom inputs are available for measurement data. Learn more. | — |
Enable Pricing Operation | Adds a Pricing Operation field on job entry for quantity-based pricing in place of the main Operation field. | No |
Default view on Job Management? | Sets whether Job Management defaults to the Visit or Job view. | — |
Show internal notes to crew users? | Makes the internal notes field visible to crew users. | No |
Features
Setting | What it does | Our recommendation |
Enable weather data | Lets users add weather data to visits. | Yes — especially for PHC, fertilization, IPM, etc. |
Enable Customer Portal | Gives your account access to the SingleOps portal. Learn more. | Yes |
Enable the new version of Job Management | Enables the datatables-based version of Job Management (rather than cards). Do not adjust this setting. | Yes |
Hide Recurring Jobs | Hides all recurring-job features. Turn on if you only use one-off jobs. | No |
Options Proposals dropdown location | Sets where the Options Proposals dropdown appears on job entry. | Item Table |
Enable Rollup Invoices | Turns on rollup invoices. Learn more. | — |
Enable Route Planner | Turns on the Route Planner feature. | — |
Schedule
Setting | What it does | Our recommendation |
Default calendar view | The calendar view that loads when you open the calendar. | — |
Enable separate Production and Sales Calendars? | Turns on separate calendars for crews and sales reps. | Yes |
My Day Starts At | Start time for the Calendar and Route Planner. | — |
My Day Ends At | Stop time for the Calendar and Route Planner. | — |
What is the Default Length of a Visit (in minutes)? | Default visit length. | — |
What is the Default Length of a Task (in minutes)? | Default task length. | — |
Amount of time represented by each column on the week view for resources (in hours)? | Controls the time scale of the resource week view calendar. In other words, it sets how many hours each column represents when you are looking at the weekly resource schedule in SingleOps.
So:
| 24 |
Additional Information on Visits | Extra information shown for visits on the calendar. | — |
On the route planner, show the days since the last visit instead of item-based icons | Displays the number of days since the last visit for a job/job series. | Yes — especially for PHC, fertilization, IPM, etc. |
Show the estimated time on the My Day and route page? | Shows estimated labor hours. With no one clocked in, shows total estimated labor hours; once a crew clocks in, shows crew hours (total labor hours ÷ labor resources on the crew). | — |
Hide the scheduled time on the My Day and route page? | It simply hides the scheduled start/stop time display for jobs on the My Day page and the Route page.
So in plain terms:
| — |
Automatically clock in/out and split open events? | Auto clocks out crew users at midnight and back in at 12:01 the next day, splitting open events. Typically for overnight snow crews. | Yes, if you provide overnight snow services and use SingleOps timesheets |
Rescheduling Work Week | Which days of the week are included when using batch reschedule. | — |
Display Holidays on Calendar | The region whose holidays display on the calendar. | Yes |
Invoice
Setting | What it does | Our recommendation |
Invoice lead days? | For fixed recurring and CMB invoices, how many days before the invoice date they're created and synced to QuickBooks. | Review with your QuickBooks admin or accountant |
Default Invoice Date | Default invoice date for one-off jobs: Visit Completion Date, Job Creation Date, or Work Start Date. Applies only to per-visit invoices on one-off jobs; CMBs, RUPs, and per-visit recurring jobs keep the existing invoice-date logic. | Review with your QuickBooks admin or accountant |
Require an invoice date on approval? | Require an invoice date when approving a job. | Review with your QuickBooks admin or accountant |
Auto-sync invoices and payments to QB? | Automatically sync invoices and payments to QuickBooks when a payment is registered.
When Auto Sync is turned off, invoices and their associated payment will not automatically sync to QuickBooks until the associated visit reaches the Approved stage.
Remember, you can always manually sync when needed. | Review with your QuickBooks admin or accountant |
Enable Open Invoices | Lets you define when an invoice moves to Open status. Learn more. | Review with your QuickBooks admin or accountant |
Emails
Setting | What it does | Our recommendation |
CC sending user? | CC the sending user's email on outbound SingleOps emails. | — |
Who should we email when a customer accepts a proposal? | Recipients auto-emailed a confirmation when a customer digitally accepts a proposal. Separate multiple addresses with commas or semicolons. | — |
Who should we email when a customer pays an invoice via credit card? | Recipients auto-emailed a receipt confirmation when a customer pays an invoice. Separate multiple addresses with commas or semicolons. | Review with your QuickBooks admin or accountant |
Who should we email when a new lead comes from the Customer Portal? | Recipients auto-emailed when a customer requests service via the Customer Portal. Separate multiple addresses with commas or semicolons. | — |
Send email only when customer pays an invoice via credit card? | Send the receipt confirmation only for credit card payments. | — |
Inventory
Setting | What it does | Our recommendation |
Restrict users from submitting jobs when there isn't enough inventory? | Requires inventory planning to be on. Blocks job creation unless there's sufficient inventory for the scheduled date(s). | No |
Show Item Availability on job creation page? | Enables beta features for material and equipment inventory, letting you view future inventory levels based on scheduled sales and purchases. | No |
Turn on inventory planning on Material? | Enables beta features for material and equipment inventory, letting you view future inventory levels based on scheduled sales and purchases. | No |
Labor
Setting | What it does | Our recommendation |
Use timesheet / labor line entries for labor reports? | Populate actual labor values in reports from timesheet entries (or manually entered labor line items). Choose No if you don't use labor resources or prefer data from line items categorized as labor. | Yes — highly recommended if your team uses timesheets |
Use start and stop times for Labor Resource Line Items | Enter start/stop times when adding Labor Resource line items on visit completion; quantity and total calculate from the resource's rate. If off, quantity is entered manually. | Yes — highly recommended if labor rates are set |
Use timesheet / labor line entries for labor costs? | Use timesheet entries when calculating actual costs and margin. Choose No if you don't use labor resources or prefer line items categorized as labor. | Yes — highly recommended if your team uses timesheets |
Routing
Setting | What it does |
Include capacities in the route planner? | For users configured with a set route capacity, displays capacity on the route planner so you avoid overbooking. Learn more. |
Require an operation filter before opening route planner | Requires an operation filter before the route planner loads, which can shorten load times if you have many operations. |
Tasks
Setting | What it does | Our recommendation |
Allow assigning tasks to Purchase Orders | Lets tasks be associated with purchase orders, and enables creating tasks with purchase orders. | No |
Create a task with New Purchase Orders | Create a task by default with new purchase orders. | No |
Custom Input to use for Task Scheduling | Which custom input sets the default task date for a purchase-order task (defaults to effective date when not present). | No |
Payments
Setting | What it does |
Gateway | Select your merchant processor. |
Currency | Select the currency in use. |
Turn off ACH? | Hides all ACH payment methods. Does not delete saved ACH payment methods. |