In this article, you will learn how to define the information fields that should be required when creating new jobs in Workiz.

Whether it’s a phone number, email address, or a job type, Workiz makes it easy for you and your team to collect all of the information your business needs in order to move forward with a job.

How to manage required fields

  1. From the navigation bar, select Settings > Settings

  2. Under Job Settings, select Field Validation

  3. From the Field Validation page, decide which fields you want to make required for new jobs and turn the toggle switches ON or OFF as desired

All of the fields that you marked ON will now be required when creating a new job.

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