When setting up staff in FieldInsight, your business may require specific fields that are not included by default. You can create as many custom fields as needed to tailor the system to your requirements.
Accessing Staff Custom Fields
To add custom fields for staff:
Click the ⚙️ (Settings icon) in the top-right corner.
Select Settings from the dropdown menu.
Navigate to Business → Staff → Custom Fields.
Different Role Categories for Custom Fields
When creating custom fields for staff, there are three categories where fields can be assigned:
User: Available to all user types. You can set permissions for Technicians and Schedulers to control who can view or edit each field.
Technician: Fields specific to the Technician role.
Scheduler: Fields specific to the Scheduler role.
Adding a New Custom Field
To create a new custom field:
Locate the role category you want to assign the field to.
Click "+ Add (User Type) Field."
Since FieldInsight's custom fields follow a consistent structure and functionality across different sections, we have a dedicated help document that explains all details related to Custom Fields. We recommend referring to that document for a complete guide on adding and managing custom fields.