In this article, you will learn how to better organize your work with custom job names.
In Workiz, jobs are typically identified using a numbered or coded job ID. You can also assign a custom name to your jobs.
Custom job names make it easier to quickly recognize and organize your work without relying solely on numeric identifiers. Teams can use job names to describe the service being performed, reference a specific project, or group related work together.
This added flexibility helps dispatchers, technicians, and office staff quickly identify jobs and communicate more clearly about the work being performed.
You can enter a name for a job both during creation and after it has already been added.
Naming new jobs
Custom job names can only be applied to jobs, not leads.
- Create a new job
- Complete the client and location sections
- In the Job details section, enter a job name
- Complete the remaining sections to create your job
Naming existing jobs
- Open the job you want to edit
Next to the job ID, select the pencil icon
- Enter a job name and save your changes
Where job names appear
After assigning a name to your job, you can configure your account settings to display that name throughout the app. The job name will automatically appear at the top of the job page. To display it in other areas — such as the Jobs page or your schedule — you will need to update your settings.
- Jobs page: Select "Fields" and check the box for "Job name"
- Schedule: Select "Schedule settings" and add the "Job name" short code to your schedule template configuration.
Job names are also fully searchable, making it easier to quickly locate the work you’re looking for.