Using custom fields in Workiz Automations

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In this article, you will learn how to use custom fields in automated messages using Workiz Automations.

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

With custom fields, you can create fields for the information your business requires to get the job done, such as before and after photos, required vehicle information, and much more.

Workiz also allows you to use those custom fields to automatically generate relevant job or client information you can include in automated messages.

For example, if you collected vehicle information for a job, you can automatically include that information in notifications sent to your team.

In order to use custom fields in automations, you will first need to enable the following add-ons from the Marketplace:

How to use custom fields in Workiz Automations

  1. Open the automation rule you want to edit
  2. From the automation builder, select Preview/Edit message
  3. Hover your mouse over the short code library icon ({...})
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  4. Select the arrows under Job or Client to expand the short code options
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  5. Scroll down the list to find your job or client custom fields and select the one you want to insert into the message
  6. Format the the message
  7. Finish configuring your automation rule and select Save and close

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