Set-Up Your Company Information
To find the Company page, navigate to:
Admin > Account Settings > Company
Edit the fields listed below:
Name | Your SingleOps Account Name |
*Inc Name
| Your Company Name as it appears on SingleOps documents, emails, etc. |
SingleOps Email | The *from email address used when sending emails out of SingleOps. For delivery purposes, emails from SingleOps need to come from a singleops.com domain. Emails sent from SingleOps will have the correct reply-to for the sending User or email replies will forward to the Customer Contact Email entered below. |
Customer Contact Email | This email address is the backup for customer replies.
|
Doc Email, Phone, Fax, Website, & Addr. | Your Company contact information that appears on SingleOps Documents |
Proposal Acceptance Text
| Editable text seen by Client’s when accepting a Proposal sent from SingleOps |
Autopay Prompt | Editable text seen by Client’s when opting into Autopay |
Attach Logo | Your Company Logo that appears on all SingleOps documents |
Attach Footer | Optional Footer image that can be included on SingleOps documents |
Use Percent Pricing | Defaults all Jobs to Percentage pricing instead of Cost Plus |
Default Terms | Default Terms used on all Jobs |
Default Tax Location | Default Tax Location used on all Jobs |
Account Owner | Accounts Owners have permission to add/remove SingleOps User licenses & update your SingleOps subscription payment method. These Users will also receive the weekly Account Summary email. |
3. Once your updates are complete, select Update Account at the bottom of the screen to save your changes.