In this article, you will learn how to create custom fields for your items and services in Workiz.
Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating estimates or invoices. You can add useful information like the item's name, cost, and the price you want to charge.
Workiz also allows you to tailor your items beyond the default fields using custom fields. Here are some examples of the sort of custom fields you can create for items:
Vendor part number
Additional warranty details
How to create custom fields for items
From the navigation bar, select Settings > Settings
Under Job settings, select Items & products
From the Items & products page, select an existing item or Add new
From the item creation/editing pop-up, scroll down and select Add custom fields
Complete the required fields:
Name: Enter a name for this custom field
Field type: Choose the type of information that should be entered into this field (e.g., text, number, quantity-based number)
Visible on item list: Decide whether you want this information to appear on estimates and invoices for clients to see and check the box accordingly
Your custom fields will now be available across all of the items on your account.
With the Inventory add-on, you can also create custom fields when creating new inventory items as well.
Need more help? See related articles below: