In this article, you will learn how to keep track of custom field data in Workiz.
While Workiz is built to meet the needs of most service businesses, every team operates a little differently. Custom fields let you tailor job creation to your unique workflow — so you can collect the exact information you need, whether it’s gate codes, preferred technician notes, or property access details. With custom fields, you can ensure no important detail gets missed.
You can also build custom reports around your custom fields — giving you deeper insights into the information that matters most to your business. Whether you’re tracking specific job types, property details, or client preferences, custom fields make it easy to filter, group, and analyze your data your way.
Requirements
In order to create a custom report around custom fields, you will first need to enable the following add-ons:
- Custom Fields
- Custom Reports (new)
Custom reports with custom fields
When building a custom report, all custom field data can be displayed as columns in your report. You can modify these columns in the "Fields" menu.
Filtering and grouping are limited to dropdown-type custom fields only. Other custom field types — such as text, number, or checkbox — can be viewed in the report but cannot be used to filter or group results.
Filtering by custom field data
Filters let you narrow down results based on selected dropdown values. For example, if you have a dropdown custom field called "Service priority" with options Low, Medium, and High, you could:
- Show only jobs marked as Medium or High priority
- Exclude all jobs marked as Low priority
Grouping by custom field data
Groupings organize the report by each option in your dropdown. Using the same "Service priority" example, grouping this field would display three different rows — one each for Low, Medium, and High priority jobs. Each row would show all of the jobs set to Low, Medium, and High priority.
This makes it easy to compare job volume, revenue, and more by priority level.
Creating a custom report with custom fields
- From the sidebar menu, select Reports
- Select Add report
- Enter a name for your custom report
- Select Add filter
- Select your dropdown custom field
- Set the filter to be is any of or is none of and select Apply
- Apply all of the remaining filters you want to add (e.g., job type is any of..., zip code contains..., etc.)
- Select Group by
- Select your dropdown custom field
- Select Save report
Your report will now be available to access at any time. You can update the filters or grouping settings as your reporting needs change.