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Bring your clients’ needs to your crews’ attention

October 28, 2020

Every client has different needs.

The Johnsons might have a gate code to get on their property. 

The Deans need to make sure your crew closes the backyard gate because their black lab, Rico, likes to make a run for it. 

Maybe Ms. Blackwell wanted to let you know about a hornet’s nest she found on her property. 

If your crews aren’t aware of clients’ needs or requests, some severe headaches can occur. 

Your team’s truck might end up sitting outside of Johnson’s gate for 15 minutes because the crew lead never received a gate code. Now, they are behind schedule for the rest of the day. 

Instead of closing out a typical day, you might get a furious Mr. Dean on the phone. Their precious dog, Rico, is nowhere to be found. Your crew didn’t know to double-check that the gate was closed. 

Then Dave, a member of your install crew, got attacked by the Blackwell’s hornet nest and is now out for the rest of the week. 

These headaches can be avoided if your crews have an easy way to access the information provided by your clients. 

In SingleOps, this is simple. Custom Inputs. 

Custom Inputs allow you to collect and store information specific to the client, the job, the visit, and many other variables in SingleOps and then include it on a work order, so your crew is in the know. 

  

Example of adding a client’s gate code to the crew’s work order

  

To learn how to add custom inputs to your crew’s work orders, check out this knowledge base article. 

Note: While custom inputs are great for communicating this type of information to your crews via their work orders, there are other use cases. To see all the different ways you can begin utilizing custom inputs, check out this video on our knowledge base