Why do you need to set up a custom field by job type?

For example, if you’re a locksmith and you need the Driver’s License number and Customer’s Date of Birth for jobs involving Car Keys, you can add those to “Car Key” job type.

Setting Up Custom Fields by Job Type For an Existing Custom Field:

  1. First, make sure that you are already using custom fields in Workiz.
  2. Log in to your Workiz account.
  3. Click the Settings cogwheel, at the top, right-hand side of your account.
  4. From the drop-down, select Settings
  5. Under Job Settings, select Custom Fields.
  6. Select the existing Custom field you’d like to assign to a job type.

7. 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 or leave it as is to apply this to all job types, which is the default setting.)

8. 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 or a field that’s required to close the job.
9. When you’re satisfied and want to apply your changes, select Save.
10. 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. First, make sure that you are already using custom fields in Workiz.
  2. Log in to your Workiz account.
  3. Click the Settings cogwheel, at the top, right-hand side of your account.
  4. From the drop-down, select Settings
  5. Under Job Settings, select Custom Fields.
  6. Select +Add New, to create a new custom field, and assign it to a job type. 

7. The Edit Field screen opens.
   a. Group: Select the existing group it should be added to for this job type from the drop-down, or add a new Group by selecting +Add Group.
   b. Field Type: Should this appear as a date? Field? Checkbox? Decide that here.
   c. Field Name: Give your field a name.
   d. 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.)
   e. Required?: Users cannot submit or update a job without this field, when this toggle is turned to Yes.
   f. Required to Close?: Users cannot close a job without this field, when this toggle is turned to Yes.
   g. Use for Client Search? Turn this toggle to Yes, if you want this info to appear under your search results in Workiz.

8. When you’re satisfied and want to apply your changes, select Save.
9. The custom fields are now applied to the job type(s) you’ve specified, and are visible. 

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