Account Settings Overview

For deliverability purposes, emails from SingleOps need to come from a singleops.com domain. Your emails will have the correct reply-to for the sending user, but for email clients that use 'from' instead of 'reply-to', your mail.singleops.com email will forward to your custom contact email address.

Example
Company Name: Kelly's Tree Care
SingleOps Email Field: KellysTreeCare

If financing is enabled, this text will be displayed to your customer. 

Learn more about financing here. 

If autopay is enabled, this text will be displayed to your customer. 

Learn more about autopay here. 

This is used for job costing.
If NOT checked, items on jobs will show a dollar markup. 
Example: 
Cost - $5
Markup - $10
Price - $15

If IS checked items on jobs will show a % margin.
Example:
Cost - $5
Margin - 10%
Price - $5.50 

Select yes to always require the user to select a job category when creating a new job.

SingleOps Recommendation: No

Select yes to only sync new client information to QuickBooks when an invoice is also being synced for that client. Selecting yes will keep your QuickBooks file much cleaner.

SingleOps Recommendation: Review with your Quickbooks Admin.

Select yes to auto-assign new tasks to the user creating them. You can create new tasks on jobs or directly onto the calendar.

SingleOps Recommendation: Yes if estimator is also taking in/scheduling leads. 

Enter the number of days a proposal should stay active from the date that the proposal was last updated before it's automatically rejected. 

SingleOps Recommendation: This depends on the lifecycle of your work. For example, design build/installs will have a larger proposal window than maintenance. Estimators should be 

Select yes if you have jobs where the customer comes to pickup at a single location, like retail sales. This will make entering these jobs easier and will remove them from the route planner.

SingleOps Recommendation: Yes if you have a retail space for customers to pickup orders. Typically Yes for sod and synthetic turf. 

Select yes to auto-assign new tasks to the last job that was created by your user. This is helpful if you are using tasks for on-site sales visits and estimates.

SingleOps Recommendation: No

Select yes if you want to always require that the user schedules the job when it is first being entered into SingleOps. If this is 1, and you unschedule a visit via the route planner, the visit will still be scheduled on the previously selected day.

SingleOps Recommendation: No

Select yes if you want to always enter customer names Last Name, First Name. SingleOps will automatically assign names based on this format.

SingleOps Recommendation: Review with your Quickbooks Admin prior to connecting Quickbooks. 

Identifier on line items for job entry - None if no identifier should be included, Alphabetic or Numeric specifies which identifier format to use.

Select how job name should default when entering a new job. 'Client Billing' will default the job name using the client billing address, 'Visit Location' will default using the visit location address, 'Company Name' and 'Client Name' will use the client's company name or display name.

SingleOps Recommendation: Visit Location is the most common default job name. 

When clients are accepting the jobs themselves from the proposal page sent to them, should they be required to sign to accept? If not, they will just be required to confirm Terms and Conditions with a click.

SingleOps Recommendation: Yes

When clients sign a public proposal, should they be required to type in their signature?

All-In Taxed Jobs don't pass along any sales tax to the customer, instead the sales tax cost is absorbed as lost revenue. (This option does not affect Quickbooks Online connected accounts).

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant. 

A task will be auto created on lead entry. Can be removed on a case by case basis.

SingleOps Recommendation: Yes

This allows paying Invoices with a single click after the job has been approved, and also enables batch autopay. Only available for accounts on SingleOps Payments or OpenEdge.

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant. Learn more about Autopay here. 

If Completed is selected, any visit that is Completed or Approved will populate in the Autopay Invoices report. If Approved is selected, only visit that is Approved will populate in the Autopay Invoices report.

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant.

This allows paying Invoices with the EMV Point of Sale interface. Requires a payment gateway to be configured. Requires SingleOps support, do not attempt to connect. 

SingleOps Recommendation: No

Track the last date a service was performed for a given line item, including the last date the line was performed on the job or renewed job. This is used to prevent applying a treatment too frequently.

SingleOps Recommendation: Yes. Especially for PHC, Fertilization, IPM, etc.

Select yes if you'd like to hide the subcontracted flag on the line item level. Use this if you'd like to hide this detail from your operators and your item defaults are always correct.

SingleOps Recommendation: No

Select yes if you would like to hide unit costs and margins, displaying only prices. Selecting Jobs and Visits only will hide the unit costs and margins only on showing and editing of Jobs and Visits.

Group proposals together to present as one proposal

Jobs that require a deposit will not continue until deposit is made (If you do not see this setting, contact SingleOps Support to enable Deposits)

Type the percentage number of the total price you would like taken before Job start. (If you do not see this setting, contact SingleOps Support to enable Deposits)

Select which job level custom inputs you want to be available for measurement data.

Learn more about Property Measurements here. 

Select which view (Visit or Job) in Job Management you want it to default to.

This will make the 'internal notes' field visible to crew users.

SingleOps Recommendation: No

The users will have the ability to add weather data to visits. 

SingleOps Recommendation: Yes. Especially for PHC, Fertilization, IPM, etc.

This will give access to the SingleOps Portal for your account. Learn more about the Customer Portal here. 

SingleOps Recommendation: Yes

This enables the new version of job management based on datables instead of cards. This setting should not be adjusted. 

SingleOps Recommendation: Yes

Hides all features associated with recurring jobs. Turn this feature on if you are only going to be using one-off jobs.

SingleOps Recommendation: No

Where should the dropdown for Options Proposals be shown on job entry?

SingleOps Recommendation: Item Table

Select yes to turn on different calendars for your crews and sales reps. 

SingleOps Recommendation: Yes

The route planner icon displayed for a visit will show the number of days since the last visit.

SingleOps Recommendation: Yes. Especially for PHC, Fertilization, IPM, etc.

Select yes to automatically clock out crew users at midnight, then clock back in at 12:01 the next day. This will also split any open events. This is typically enabled for snow crews that work overnight. 

SingleOps Recommendation: Yes if providing overnight snow services and using SingleOps timesheet.

Select the region whose holidays you would like displayed on the Calendar.

SingleOps Recommendation: Yes. 

For fixed recurring and CMB invoices, how many days prior to the invoice date should they be created and sync to QuickBooks?

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant.

When creating one-off jobs, should their invoice date default to today?

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant.

When approving a job, should an invoice date be required?

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant.

Select yes to automatically sync invoices and payments to QB when registering a payment.

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant.

Select yes if you want to define when an invoice should be moved to an Open status. Learn more about Open Invoices here. 

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant.

These recipients will be automatically emailed a receipt confirmation whenever a customer pays an invoice. You can add multiple email addresses here, separated by commas or semicolons.

SingleOps Recommendation: Review with your Quickbooks Admin or Accountant. 

This feature requires inventory planning to be turned on. By selecting yes, users will be unable to create jobs unless there is sufficient inventory for that job on the scheduled date/s.

SingleOps Recommendation: No

Turning on this feature enables several beta features for material and equipment inventory. These features allow you to view future inventory levels based on scheduled sales and purchases.

SingleOps Recommendation: No

Turning on this feature enables several beta features for material and equipment inventory. These features allow you to view future inventory levels based on scheduled sales and purchases.

SingleOps Recommendation: No

Select yes if you are using labor resources and you want the data from your timesheet entries (or manually entered labor line items) to populate the different actual labor values in labor reports. Select no if you are not using labor resources or if you'd rather have the actual labor data come from your line items with an item category of labor.

SingleOps Recommendation: Yes - Highly recommended if team is using timesheets.

This allows you to input start and stop times when adding Labor Resource Line Items on Visit Completion. The quantity and total get automatically calculated based on the Labor Resource's rate. If this is turned off the quantity must be manually entered.

SingleOps Recommendation: Yes - Highly recommended if labor rates have been added. 

Select yes if you are using labor resources and you want your timesheet entries to be used when calculating actual costs and margin. Select no if you are not using labor resources or you'd rather use your line items with an item category of labor for actual costs.

SingleOps Recommendation: Yes - Highly recommended if team is using timesheets.

Select yes if you have configured users to be included in the route planner and to have a set capacity for their routes. This feature will display on the route planner so that you can avoid overbooking your routes.

Learn more about Route Capacities here. 

Select yes to allow tasks to be associated with Purchase Orders. This also allows the creation of Tasks with Purchase Orders.

SingleOps Recommendation: No

Should a task be created with new purchase orders by default?

SingleOps Recommendation: No

When creating a task for a purchase order, which custom input should be used for the default task date (defaults to effective date when not present)?

SingleOps Recommendation: No

Enter the % fee you will add to all payments made via ACH. This is in reference to the processing fees you will charge your customers. 

Example - Enter 1.00 for a 1% fee

Enter the flat $ amount you'd like to cap the ACH fee. This ensures the fee will not exceed the amount entered.

This is in reference to the processing fees you will charge your customers.  

Example - Enter 10.00 for a cap of $10.

Enter the % fee you will add to all payments made via CC. This is in reference to the processing fees you will charge your customers. 

Example - Enter 2.90 for a 2.9% fee