In this article, you will learn how to create custom fields for your items and services in Workiz.

Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating estimates or invoices. You can add useful information like the item's name, cost, and the price you want to charge.

Workiz also allows you to tailor your items beyond the default fields using custom fields. Here are some examples of the sort of custom fields you can create for items:

• Vendor part number
• Paint color
• Additional warranty details
• Supplier information

How to create custom fields for items

1. From the sidebar menu, select Price book
2. Select an existing item or create a new one
3. From the item creator/editor, scroll down and select Add custom fields
   
    
4. Create your custom field:
   
   1. Name
   2. Field Type: Choose Text, Number, or Quantity based number
   3. Visible On Item List: Check the box to make this custom field visible on the item list
   4. Select Save

Your custom fields will now be available across all of the items on your account.

Editing and deleting custom fields

You can update or remove existing custom fields from the same item editor.

1. Next to the custom field, select the pencil icon to edit it or the trash icon to delete it
2. When editing, you can update the field, then select Save

With the Inventory add-on, you can also create custom fields when creating new inventory items as well.