Custom Inputs

In this article:

Custom Inputs Overview

Create a Custom Input

Add a New Custom Input

Add Custom Inputs to Documents

Resource Type

Common Custom Inputs

Custom Input Video

Custom Input Sections Overview

Create a Custom Input Section

 

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:  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.). 

5. Input Type -  Select the best method for capturing your information
*Note: dropdown options have character limit of ~250. 

6. 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")

7. Important -  Checking this option carries different meaning based on the Resource Type:

8. Jobs - The Custom Input will be moved above the estimate section on the Job edit page 

9. Line Items/Line Item Groups - The Custom Input will be presented as a main column in the Job's estimate table

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

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

12. 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.

13. Select Save & Close or Save & New

Now that you have created the custom input, you can see it when you create a new proposal or an active job in the system. The crew is now able to see this Custom Input as well.

 

Add a New Custom Input 

SingleOps Admin can now add Custom Inputs "on the fly" with the + Add New feature in the Preferences Tab on the client page.

1. Navigate to: Clients > New Client or All Clients and select a client.

2. Click the Preferences tab

3. Click the dropdown and select + Add New

4. Enter your new dropdown option Key and Display Text

5. When finished, select Save

Your new Custom Input is now added to the dropdown list.

*Note: This Custom Input can now be seen on the Custom Inputs page

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

 

Add Custom Inputs to Documents

1. Navigate to:  Admin > Document Templates

2. Edit the Document Template

3. Click on Additional Info 

4. Next to Custom Inputs click on the +Add button

• This will display a list of your existing custom inputs with a job as the resource type for the custom input
• Select the one you want to display on your document
• Once you select the display, click Update Document Template to save the change 

5. 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 as it is below

 

Resource Type

Example #	Resource Type	Location	Reportable	Can add to document template?
Example 1	Job	Above Work Estimate on Job Creation Page	Yes (Jobs/Visits report)	Yes
Example 2	Visit	Job Complete Page (for Crew)	Yes (Jobs/Visits report)	Yes
Example 3	Line Item	Line Item Level	No	Yes

 

Common Custom Inputs

Custom Input Name	Input Type	Resource Type	Details
Square Feet	Text	Job	Used to track job size. Often used in tandem with property measurements and production rates.
Linear Feet	Text	Job	Used to track job size. Often used in tandem with property measurements and production rates.
Lead Source	Drop down	Job	Used to track where customers hear about your business. Used in reports to track most profitable/successful marketing outlets.
Rejection Reason	Drop down	Job	Used to track why customers don't move forward with your business. Used in reports to track lost business.
Opportunity Stage	Drop down	Job	Used for sales reps to track sales progress on leads/proposals.
Species	Line item	Drop down	Used in tree care to track tree species.
Visit Completion Notes	Visit	Text area	Used on visit completion for crew to add notes about the visit.

 

Custom Inputs Video

 

Custom Input Sections Overview

Custom Input Sections provide a method for segmenting Custom Inputs into Tabs. This feature is limited to Clients and Jobs in SingleOps.

Sections for Job Custom Inputs can also incorporate Operations.  For example, if there is a set of Custom Inputs which should be included on all Jobs for certain Operations, 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:  Admin > Custom Inputs

2. Either Create a New Custom Input or Edit an existing input which will be included in the Section

3. In the Section field, populate the text block with the name of the new Section (image below)

4. Add the Operation to indicate which Jobs should include this Section/Custom Input

5. Save the Custom Input

6. Navigate to the Job or Client page to view the new Section

• Job Custom Input Section:

• Client Custom Input Section:

Tips & Best Practices

• Custom Inputs with assigned Operation(s) will only appear on the Job if the assigned Operation is selected at the Job-level. Therefore, if you want a Section to appear only on Jobs with certain Operation(s), all Custom Inputs in that Section need to include the correct Operation(s) selections. 
• 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 Estimate section of Jobs (see image).