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Setting up custom fields by job type

Setting up custom fields by job type

Learn how to streamline your jobs by assigning custom fields to specific job types in Workiz.
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Written by Kristian. Updated over a week ago

In this article, you will learn how to set up custom fields based on the type of job you are performing.

Workiz was designed to fit the needs of most service businesses, but you may find that your business needs a bit more customization when it comes to creating jobs. You can accomplish this by creating custom fields so that you can add all the extra information you’ll ever need for a job.

But not all job types require the same sort of information. For example, a locksmith may require vehicle information when assigned to a job relating to car keys, but would not require vehicle information when assigned to a job to change the locks on a home.

Workiz makes it simple by allowing you to not only create custom fields, but also assign those custom fields to only appear for specific job types.

How to set up custom fields by job type

In order to set up custom fields by job type, you will first need to enable the add-on in the Marketplace. For more information on how to enable the add-on, please see this article.

  1. From the navigation bar, select Settings > Settings

  2. Under Job Settings, select Custom Fields

  3. With the Job tab selected, select Add New

  4. Complete the Add New Field fields:

    1. 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.

    2. Field type: Choose the type of information that should be entered into this custom field (e.g., text, numbers, date, images, etc.)

    3. Field name: Enter a name for this custom field

    4. All job types: Choose the job types that should include this custom field

      Tip: You can choose multiple job types.

    5. Required: Determine whether this custom field should be required to create a new job and turn the toggle switch to YES or NO accordingly

    6. 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

    7. Select Save

The custom field you created will only be visible for job type(s) that match the one(s) you chose earlier when creating the custom field.

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