SimpleOps Setup

Step 1 — Tell us about your business

Step 1 of 2 · Business Profile → Schedule Your Personalized Onboarding

Business Profile

This information appears on your estimates, emails, invoices, and customer-facing pages. You can change it later.

✅ Personal Support Included
You’ll have a dedicated Product Specialist as your point of contact during setup and beyond — so your SimpleOps workspace fits how your business actually runs.

Company Name

Legal Name

Contact Name

Contact Email

We’ll also use this as your default billing and reply-to email.

Phone

Website (optional)

If you have a website, drop it in. We’ll handle the “https://” part for you.

How did you hear about us?

License # (optional)

Address 1 (optional)

Address 2

City

State

Postal Code

Time Zone

Used for scheduling, reminders, and date/times on estimates.

Quick human check

This helps keep bots out. Please answer: 5 + 1 = ?