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.
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