How to Create a Custom Input

 

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 

  1. Navigate to Admin > Custom Inputs

  2. Select New

    Note: Select Edit or Delete to make changes to an existing Custom Input

  3. Select a Resource type  -  The resource type determines the placement of the Custom Input 

  4. Enter a Name for the Custom Input 

  5.  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.). 

  6. Input Type -  Select the best method for capturing your information

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  7. 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")

  8. 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

  9. Required  -  If checked, the applicable resource type cannot be saved until this value is entered

  10. Display on Show  -  Only applies to Job & Visit resource types; determines whether the Custom Input also shows on the Job & Visit show pages

  11. 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.
  12. Select Save & Close or Save & New 

Additional Notes:

  • 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
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