Custom Inputs are used as a way capture information that is unique to your business. The inputs can be placed in a variety of locations throughout SingleOps & can capture data in several formats. Popular Custom Inputs include Lead Source, Visit Completion Notes, Square Footage (on a property), & Job Site Hazards.
How to Create a Custom Input
- Navigate to Admin > Custom Inputs
- Select New
Note: Select Edit or Delete to make changes to an existing Custom Input
- Select a Resource type - The resource type determines the placement of the Custom Input
- Enter a Name for the Custom Input
- Order - Custom Inputs of the same resource type are presented on the page in the order that they were created, however, should you later create a Custom Input that needs to appear above/before another, you can assign it an ordinal value here to determine the order (i.e.,1 for first, 2 for second, etc.).
- Input Type - Select the best method for capturing your information
- Enter a Placeholder - This is an optional descriptive line of text which prompts a User to complete the field (i.e. "Enter Gate Code here")
- Important - Checking this option carries different meaning based on the Resource Type:
Jobs - The Custom Input will be moved above the estimate section on the Job edit page
Line Items/Line Item Groups - The Custom Input will be presented as a main column in the Job's estimate table
- Required - If checked, the applicable resource type cannot be saved until this value is entered
- Display on Show - Only applies to Job & Visit resource types; determines whether the Custom Input also shows on the Job & Visit show pages
- Select Roles That Can Edit - When configured to a specific role(s), the Custom Input itself can only be modified by a User with that assigned role. Other roles will be able to see the Custom Input, but they will not be able to change the contents of the field.
Note: If the Custom Input is configured for a specific role & is marked as Required, only the Users with that role will be required to input data into the field. A User with a different role than assigned to the Custom Input will not be required to populate the field.
- Select Save & Close or Save & New
- Once you've created the Custom Input & collected data via the input, you can then use its values to reference, report, count, sum, average, sort, and filter your data.
- Dropdown Custom Inputs are included in the Custom Input Counts Report
- Other Custom Input types may be included in the Line Item Report & the Jobs Report