Your Company Information

Set-Up Your Company Information

  1. To find the Company page, navigate to: blobid0.png Admin > Account Settings > Company
  2. 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 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.

    • 'Use Account Email as Reply To' - If this is selected in a users settings, replies to emails that user sends out of SingleOps will be directed to the Customer Contact Email.
    • If your customer emails the SingleOps email, the reply will be directed to the Customer Contact Email.
    • Can be added to Document Templates as a general contact email address
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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