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.
Workiz has many default fields for its new job form (e.g., first name, email address, etc.). Although you cannot remove these default fields from the form, you can making many of them optional.
| Job field | Can be made optional? |
|---|---|
| First name | Yes |
| Last name | Yes |
| Company name | Yes |
| Primary phone | Yes |
| Email address | Yes |
| Secondary phone | Yes |
| External company | Yes |
| Payment confirmation code | Yes |
| Parts | Yes |
| Total | Yes |
| Job address (address, city, state, zip code) | No |
| Job type | No |
How to manage required fields
- From the navigation bar, select the profile icon > Settings
- Under Job Settings, select Field Validation
- Choose the fields that you want to require for creating and/or closing jobs
All of the fields that you marked on will now be required when creating and/or closing jobs.
While Workiz allows you to define which of the default fields should be required for new jobs, the Custom Fields add-on allows you to create new fields from scratch. With this add-on, you can add spaces for images, dropdown menus, and more.
Custom Fields also allows you to define whether these fields should be optional or required, and even create custom fields by job type.
To learn more about Custom Fields, please see this article.