Add Custom Inputs to Documents

Introduction

Custom Inputs are a great way to collect and store information that could be specific to the client, the job, the visit and many other variables in SingleOps. With custom inputs, you can collect more data that is not standard in SingleOps that could be very specific to your business or things you may need to keep in mind related to your clients. 

Custom inputs can be used internally to collect and share data between your team members or you could also display it on your documents so your clients are able to view them as well. 

For example, your client may have a gate code that you want your crew to be able to see on their work order. The first step will be creating a custom input if you don't already have one. 

 

Table of Contents

I. Creating a Custom Input

- Navigation & Set-Up

II. Using Custom Input

III. Adding Custom Inputs to Documents

- Navigation & Set-Up

 

I. Creating a Custom Input

Navigation & Set-Up

1. Navigate to:

            mceclip1.png Admin >

                    Custom Inputs 

 

Screen_Shot_2020-04-02_at_2.08.27_PM.png

2. Create a Custom Input by clicking on New 

3. Enter the details as shown below

 

Screen_Shot_2020-04-02_at_2.14.26_PM.png

 

4. Once you enter all the information click on Create Custom Input to save

 

 

II. Using the Custom Input

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.

 

Screen_Shot_2020-04-02_at_2.16.54_PM.png

 

 

 

III. Adding Custom Inputs to Documents

Navigation & Set-Up

1. Navigate to:

            mceclip1.png Admin >

                    Document Templates

2. Edit the Document Template

3. Click on Additional Info 

 

Screen_Shot_2020-04-02_at_2.21.17_PM.png

 

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 

Screen_Shot_2020-04-02_at_2.23.23_PM.png

 

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

 

Screen_Shot_2020-04-02_at_2.27.30_PM.png

 

 

 

 

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