In this article, you will learn how to customize your job and client pages with custom fields.

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.

Enabling the Custom Fields add-on

1. From the navigation bar, select the Marketplace

2. Under Most Popular, select Custom Fields 

   

3. Turn the toggle switch above Feature not active ON

   

Creating custom fields

Custom job fields

1. From the navigation bar, select  > Settings
2. Under Job settings, select Custom Fields
   
   
3. From the Job tab, select Add new
4. Create your custom field:
   
   
   1. Field type: Choose the type of field you want to create (e.g., text, numbers, date, images, checkbox, etc.)
   2. Group: Choose or create a group for this custom field
   3. Field name
   4. Job types: Choose the job types that should include this custom field
   5. Required: Decide whether this field should be required to create a new job
   6. Required to close: Decide whether this field should be required to close a job
   7. Select Save

   Here's what your custom job field may look like:

Custom client fields

1. From the navigation bar, select > Settings

2. Under Job Settings, select Custom Fields
   
   

3. Select the Client tab
4. From the Client tab, select Add new
5. Create your custom field:
   
1. Group: Choose or create a group for this custom field
2. Field type: Choose the type of field you want to create (e.g., text, numbers, date, images, checkbox, etc.)
3. Field name
4. Select Save

Here's what your custom client field may look like: