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In this article, you will learn how to customize your job and client pages with custom fields.
Workiz was designed to fit the needs of most service businesses, but you may find that your organization needs a bit more customization when it comes to creating jobs and adding clients. You can accomplish this by creating custom fields so that you can add all the extra information you’ll ever need for a job or client.
Enabling the custom fields add-on
In order to use custom fields, you must first enable the add-on from the Workiz Marketplace.
From the navigation bar, select the Marketplace
Under Most Popular, find Custom Fields and select Learn more
Turn the toggle switch above Feature not active ON (green)
Creating custom fields
From the navigation bar, select Settings > Settings
Under Job Settings, select Custom Fields
In Workiz, you will be able to create custom fields for jobs and clients.
Creating a job custom field
With the Job tab selected, select Add New
Complete the Add New Field fields:
Group: Choose a group that this custom field should exist under (e.g., vehicle information, before/after photos, etc.)
Tip: You can also create a new group by choosing Add new.
Field type: Choose the type of information that should be entered into this custom field (e.g., text, numbers, date, images, etc.)
Field name: Enter a name for this custom field
All job types: Choose the job types that should include this custom field
Tip: You can choose multiple job types.
Required: Determine whether this custom field should be required to create a new job and turn the toggle switch to YES or NO accordingly
Required to close: Determine whether this custom field should be required in order to close the job and turn the toggle switch to YES or NO accordingly
Select Save
Here’s a look at how the custom fields will appear when creating a new job:
Creating a client custom field
From the Custom Fields page, select the Client tab
Select Add New
Complete the Add New Field fields:
Group: Choose a group that this custom field should exist under
Tip: You can also create a new group by choosing Add new.
Field type: Choose the type of information that should be entered into this custom field (e.g., text, numbers, date, images, etc.)
Field name: Enter a name for this custom field
Select Save
Here’s a look at how custom fields will appear when editing an existing client page:
Updating custom fields on the Workiz mobile app
While you won't be able to create new custom fields from the Workiz mobile app, you will be able to edit those existing fields while on the go. To learn more about updating existing custom fields using the Workiz mobile app, please see this article.
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