Workiz

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.

From the navigation bar, select Settings &gt; Settings

Under Job Settings, select Field Validation

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

1. From the navigation bar, select Settings &gt; 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.

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">How to create custom fields for jobs and clients</a>

<a href="https://help.workiz.com/en/articles/3092163-setting-up-custom-fields-by-job-type">Setting up custom fields by job type</a>

<a href="https://help.workiz.com/en/articles/6184996-using-custom-fields-in-custom-documents">Using custom fields in custom documents</a>

- <a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">How to create custom fields for jobs and clients</a>
- <a href="https://help.workiz.com/en/articles/3092163-setting-up-custom-fields-by-job-type">Setting up custom fields by job type</a>
- <a href="https://help.workiz.com/en/articles/6184996-using-custom-fields-in-custom-documents">Using custom fields in custom documents</a>

How to manage required fields for new jobs

How to manage required fields