How to create custom fields for jobs and clients

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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

    Not seeing the Marketplace icon in the navigation bar? You may not have the correct permissions set for your user.

    Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.

  2. Under Most Popular, select Custom Fields 
    Group 20.png
  3. Turn the toggle switch above Feature not active ON
    2023-05-02_15-46-13.png

Creating custom fields

Custom job fields

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under Job settings, select Custom Fields
    2023-05-02_16-00-28.png
  3. From the Job tab, select Add new
  4. Create your custom field:
    2023-09-20_15-44-43 1.png
    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: Group 4592customfields.png

Custom client fields

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under Job Settings, select Custom Fields
    2023-05-02_16-00-28.png
  3. Select the Client tab
  4. From the Client tab, select Add new
  5. Create your custom field:
    2023-09-20_15-44-59 1.png
    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:

Group 4591customfields.png

Updating custom fields on the Workiz mobile app

While you won't be able to create new custom fields from the Workiz mobile app, you will be able to edit those existing fields while on the go. To learn more about updating existing custom fields using the Workiz mobile app, please see this article.

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