Custom Inputs

Custom Inputs available on Plus & Premier Tier, only.

In this article:

Custom Inputs Overview
Create a Custom Input
     Resource Type
     Input Types
     Checkboxes
Common Custom Inputs
Reportable Resource Types
Add Custom Inputs to Documents
Custom Input Sections Overview
Create a Custom Input Section
Custom Inputs Video

Custom Inputs Overview

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.

Create a Custom Input 

1. Navigate to: Setup > More > 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. See Common Custom Inputs for examples.
4. Enter a Name for the Custom Input.
5. Order - (Optional) 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
   *Note: dropdown options have character limit of ~250.
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. Section - (Optional) Follow the link for more information regarding Custom Input Section.
9. Operations- Selecting Operations will hide this input from any job or contract not in one of the selected Operations.
10. Check the boxes that apply in the checkboxes section.
11. Select Save & Close or Save & New
    Now that you have created the custom input, see below- Where this will show-up in SingleOps! 

*Note: This table only shows the locations of the most commonly used Resource Types. All other resource types can be found on their corresponding New or Edit page. (e.g. Vendor custom input can be found on the New Vendor page or the Edit Vendor page.)

Input Types
Text	Single Line Text Box
Text Area	Multi-line Text Box
Checkbox	Box to Indicate Yes/No
Date	Calendar Only
Date Time	Calendar + Time
Time	Time Only
Dropdown	List of Options

Common Custom Inputs

Reportable Resource Types

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. 
Listed below are the reportable Resource Types and the reports that each Custom Input type show up on.

*Note: 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

Add Custom Inputs to Documents

*Note: The only Custom Input Resource Types available for Documents are Job, Visit, Contract.

1. Navigate to: Setup > Templates > Document Templates
2. Edit the Document Template
3. Click on Additional Info 
4. Next to Custom Inputs click on the +Add button
   
   
5. Select the one you want to display on your document
   
6. Once you select the display, click Update Document Template to save the change
7. Now that you have added the Custom Input to the work order, if you create a job in the system, you can enter the information and it will be visible on the work order.

Custom Input Sections Overview

Custom Input Sections provide a method for segmenting Custom Inputs into Tabs. If there is a set of Custom Inputs that should be included on all Jobs for certain Operation(s), but is not needed for Jobs with other Operation(s), a Section can be created containing Custom Inputs for those specific Operation(s).

Create a Custom Input Section

1. Navigate to:  Setup > More > Custom Inputs
2. Either Create a New Custom Input or Edit an existing input.
3. The Section Name field will only show if the Job or Client Resource Type has been selected.
4. In the Section Name field, populate the text block with the name of the new Section.
5. (For Job only) Add the Operation to indicate which Jobs should include this Section/Custom Input.
6. Fill out the rest of the information (more information in Create a Custom Input section above)
7. Save the Custom Input

You will now see on the Job or Client page the new Section:
Job Custom Input Section:Client Custom Input Section:

*Note: If a Custom Input is included in a Job, the 'Important' marker on the Custom Input will not impact its placement on the Create Job/Edit Job page. All Custom Input Sections are placed above the Job's Estimate section on the Jobs page. For more information about the 'Important' checkbox, see the Checkboxes section above.

Custom Inputs Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.