Understanding Option Setup in One Click Contractor

Article Introduction

Options are a key part of customizing products in One Click Contractor.

This article explains how options are set up, what your role is, and the different ways they can be managed. Step-by-step instructions for creating options will be covered in separate articles.

How Options Are Typically Set Up

Options are most commonly:

Built during your onboarding process, based on your product catalog
Configured by our Support Team based on your requests

Can I Set Up Options Myself?

Depending on your permissions, you may be able to configure options directly in the tool.

However:

Not all users have access to this feature
Some configurations may require assistance

How Option Changes Are Typically Made

While small adjustments can sometimes be done in the tool, many option updates are best handled through CSV updates.

Why CSV?

Options cannot be easily copied or duplicated within the tool.

Because of this, using a CSV allows for:

Faster updates
Cleaner structure
Consistent application across products

Common Workflow Used by Clients

Many clients follow this approach:

Build a complete set of options under one specific product
Request those options to be applied to other products

When Should I Contact Support?

You should reach out to support when:

You need to add options across multiple products
You want to reuse option groups
You need bulk updates
You’re unsure how to structure your options