Why Should You Set Up a Custom Field by Job Type?

This will give you a way to insert more accurate information under a specific job.

For example, if you’re a locksmith and you are required to collect the customer's license number and date of birth for jobs involving car keys, you can add these questions to the “car key” job type. This will remind your dispatchers to request this information every time there is a new car key job.

See How:

  1. Click on the upper-left gear and then on “Marketplace”

2. Search for the "Custom Fields" add-on and click on it.

3. From the upper-right side slide the toggle to "Active."

4. Click on "Go to Custom Feilds Settings"

4. Select the existing custom field you’d like to assign to a job type.

4. Once the edit field screen opens, under 'Used For', specify which job type you want this to be used for. (You can select one job type, multiple job types, or leave it as is and apply this to all job types, which is the default setting.)

5. From the 'Edit Field' screen, you can also designate the group, field type, change the field name, or choose whether or not you want this as a required field.


6. When you’re satisfied and want to apply your changes, select 'Save'.


7. The custom fields are now applied to the job type(s) you’ve specified and are visible. 

Setting Up Custom Fields by Job Type For a New Custom Field:

  1. From the 'Custom Field' page, select 'Add New' to create a new custom field, and assign it to a job type. 

2. The 'Edit Field' screen opens. Follow the steps below:

  • Group: Select the existing group. It should be added to this job type from the drop-down, or you can add a new group by selecting 'Add Group'.

  • Field Type: Should this appear as a date? Field? Checkbox? You can decide this here.

  • Field Name: Give each field a name.

  • Used For: Specify which job type you want this to be used for. (You can select one job type, multiple or leave it as is to apply this to all job types, which is the default setting.)

  • Required?: Users cannot submit or update a job without this field when this toggle is turned to Yes.

  • Required to Close?: Users cannot close a job without this field when this toggle is turned to Yes.

3. When you’re satisfied and want to apply your changes, select 'Save'.


4. The custom fields are now applied to the job type(s) you’ve specified and are visible. 

Need more help? See related articles below:

How to Close Jobs Once They Are Done?

How to Label Jobs with Tags?

Setting Up Custom Fields by Job Type

Adding Custom Item Attributes onto a Client’s Invoice

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