The Required Inputs feature helps ensure workflow tickets contain all necessary information before they can be submitted. Program Admins can now configure specific job inputs, recommendation fields, and custom fields that must be completed before a contractor can move a workflow ticket forward. This helps improve data quality, reduce incomplete rebate submissions, and minimize back-and-forth communication between contractors and reviewers.
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Require critical information before a ticket can be submitted, helping ensure rebate applications and program requirements are complete and valid.
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Missing equipment details, serial numbers, custom fields, or other required information can be identified and corrected before submission, reducing review cycles and change requests.
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Admins can configure required fields that align with their program's workflow and data collection requirements, including standard Snugg Pro fields and custom fields.

Programs can require important equipment information, such as HVAC model and serial numbers, before contractors submit tickets for review.

Contractors can easily see what information is missing, navigate directly to the appropriate job section, and track completion progress in real time.

Users with Program Admin permissions can configure Required Inputs within Workflow Ticket Templates. Program admins have permission to define workflow ticket templates and settings.

The Required Inputs section allows administrators to define which fields must be completed before ticket submission.

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Fields are organized using the same job structure users see throughout Snugg Pro, including sections such as:

Administrators can search and filter the tree to quickly find specific inputs in larger programs.

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For applicable fields, administrators can specify whether the requirement applies to:

This flexibility allows programs to enforce the exact Snugg Pro or custom field data requirements needed for a workflow stage.
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A program may require:

while not requiring the Base system information.
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New tickets created from the template will begin enforcing the configured requirements.

When a workflow ticket contains required inputs, users will see a Required Inputs tab within the ticket.

The tab displays:

Missing fields are clearly highlighted so users can quickly identify what still needs to be entered before submission. The system indicates:

A contractor may see the following required fields listed:

In this example, only the Improved equipment information is required before submission.
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To make data entry faster, users can click the link provided within the Required Inputs section to open the associated Job Input area.

This allows contractors to quickly jump to the correct section without searching through the entire job.
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As users enter required information:

When all required inputs have been completed:

If any required fields are still missing, submission is blocked until the missing information is entered. The Required Inputs tab will identify what must be completed before the ticket can move forward.

Focus on the information needed for program compliance, rebate processing, and quality assurance.
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The search feature helps locate specific inputs quickly without expanding every section.
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Different workflow templates can enforce different requirements depending on where the job is in the process.
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For rebate and installation workflows, requiring Improved equipment details such as model and serial numbers can help ensure completed work is properly documented.

The Required Inputs feature helps programs improve data quality, reduce submission errors, and ensure workflow tickets contain all necessary information before review. Program administrators can configure required fields from standard job inputs, recommendation inputs, and custom fields, while contractors receive clear guidance, progress tracking, and direct navigation to missing information to streamline ticket submission.