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