Custom Inputs

 

Custom Inputs can be created to capture information that is unique to your business.  The inputs can occur in a variety of locations throughout SingleOps, and can capture data in several formats.  Popular use cases include Lead Source data such as Client Referral or Angie's List, Square footage on a property, or Hazards at a particular job site.

Create a Custom Input

  • Go to Admin > Custom Inputs
  • Select New in the upper left to create a new Custom Input

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  •  Resource type  -  Custom Inputs can be added in many places within SingleOps.  These include the elements displayed in the list below. 

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  •  Name  -  Add a descriptive name for your custom input
  •  Order  -  custom inputs of the same resource type are normally presented on the page in the order that they were created - but should you later create a custom input which you wish to appear above/before another, you can assign it an ordinal value:  '1' = 'first', '2' = 'second', etc.  Any/all inputs with assigned order will present in the order dictated by their ordinals, then any remaining unassigned will present in the order they were created.
  •  Input type  -  select the best method for capturing your information; Note, the dropdown menu provides added report functionality and an import/export tool for quick updates.
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  •  Placeholder  -  a descriptive line of text which prompts a User to complete the field (i.e. "Enter Gate Code here") 
  •  Important  -  carries different meaning based on the Resource Type:
    • Jobs - this custom input is important and should be moved above the estimate section on the job entry page (useful for custom inputs used in production rates).
    • Line Items/Line Item Groups - controls whether this input should be presented as a main column or in the collapsible additional info section.
  •  Required  -  when checked, the applicable resource type cannot be saved until this value is entered.
  •  Display on show  -  only applies to job and visit resource types; determines whether the custom input also shows on the job and visit show pages (the pages where all jobs/visits are listed as a report - but clicking on any one job/visit will allow it to expand 'in-line' for viewing/editing while still showing all other jobs/visits above and below this job/visit in a non-expanded form).

Using the Custom Input Value

  • Once you've created the custom input and 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

 

    • Found in: Reports → Sales and Payments → Custom Input Counts Report
  • Other Custom Input Types may be accessed on the Master Line Item Report and the Jobs Report, if applicable to the Custom Input Resource Type
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