A custom field is a type of field that you can create and isn't already included in your account. These fields will be unique to your business/workflow.
For example, if some of your customers have a special account type, you might want to add a Custom Field to Account Customers and Customers that is called 'Account Type'.
This field could be a drop down list with your account types. Whenever you or an admin on your account is editing or adding a customer, they will see the Account Type field and can add or edit a choice as necessary.
Accessing and Adding Custom Fields
Open the 'Settings' in your account and then click the 'Custom fields' tab.
Navigate to the Section you want to add a field - Customer, Asset, Job etc.
Click the '+ Add' button under the section you'd like to add a custom field to. For example, if you want to add a custom field to Jobs, click the '+ Add job field' button.
Depending on which the section you picked, you'll have to fill out some information. For all sections, you need to enter a field name. This is the name that shows up when editing or creating the information.
You'll also need to choose the type of field. This will control how information is entered in the field. If you choose 'text area' for the field type, a scheduler or admin user will be able to type any information in the field, which could include text and numbers.
If you choose 'phone number' as the field type, the field will only take a phone number.
Mandatory Job and Customer Custom Fields
For custom job and / or customer fields, you have the option to make the field mandatory for Technicians.
Let's say you want all technicians to leave a reason if a job status is changed to 'Incomplete'. You can create a custom text area field called 'Status Change Reason', and set the field as mandatory for the 'Incomplete' job status.
Setting a custom field as 'mandatory' if the status of the job is set to 'Incomplete'.
Field Type: Drop Down List
Examples of a drop down list field type is a field like 'Payment method'. The options under this heading are 'Account', 'CreditCard', 'Cash' and 'Cheque'.
If the type of field you want to add is a drop-down list, you'll have to add options to the list that can be chosen from when the field is being edited.
Click 'Add new field' on a custom drop down list field.
Once saved, you'll see the new field added under the section heading you chose. Another box will display with the name of your new field. Here you can add the items that will go in your drop-down list.
If you don't see the new field box show up, click 'Edit options' under the new drop-down field you created.
Editing a Custom Field
- Navigate to the Custom Field Tab in Settings.
- Select 'Edit field' for the Custom Field you want to change.
- Click Save when finished
Editing Drop-Down Options in other Default Fields
Instead of adding a new field you may want to add or edit options in fields that are already in your account.
For example, if you're creating a new job, you can choose 'Installation', 'Repairs', 'Maintenance' and 'Removal' as the job type.
However, your company might offer other types of jobs, such as troubleshooting, support or delivery.
You can add these job types in FieldInsight in the 'Job details' tab in your account settings.
The Job details screen. Access this by opening your account Settings.
In the Job details page, you can also remove any default fields under Job Types, Job Statuses, Payment Method and Customer Source.
Here's an example of how the 'Job Types' field could be updated with new choices in the drop-down menu.
'Diagnosis' and 'Follow-Up' have been added to the list of Job Types.
There are many customizations you can make to your Scheduleflow account, like uploading your logo for invoices and reports or creating templates for emails, text messages and invoices.