How to manage required fields for new jobs

  • Updated

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

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under Job Settings, select Field Validation

  3. Choose the fields that you want to require for creating and/or closing jobs
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All of the fields that you marked on will now be required when creating and/or closing jobs. 
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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.

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