Overview
Let’s take a look at how to manage custom fields and system fields in FieldInsight.
Configuring System Fields
Think of system fields as the built-in fields already available in the system — like Job Title, Date, Technician, and so on. You can’t rename them, but you can turn them on or off depending on what’s relevant to your workflow.
Step 1: Navigate to System Fields
From Settings, go to the Work tab again.
Under Jobs, click System Fields.
Step 2: Modify Visibility & Requirements
You’ll now see a list of all the system-defined job fields.
From here, you can choose which ones are visible or hidden, and whether any of them are required.
For example, if you always need the Job Type filled out, you can make it mandatory.
Step 3: Set Fields for Technicians (Mobile View)
Scroll down to the Job view - Mobile.
Here, you can decide which fields are shown to technicians, and if they’re mandatory when using the mobile app.
Step 4: Save Changes
Once you’ve set everything up, scroll to the bottom and click Save.
You’ll get a confirmation message letting you know the settings have been updated.
Configuring Custom Fields
Step 1: Navigate to Custom Fields
In the Settings page, click the Work tab.
Under the Jobs section, select Custom Fields.
Step 3: Add a New Field
Click the + Add Job Field button.
This will open a pop-up window where you’ll enter the details for your new field.
Here’s what you’ll fill out:
Field Name – For example, something like “Internal Comments”
Field Options – Choose the type of field you want:
This could be a dropdown, checkbox, text field, number field, date picker — whatever fits the info you need to collect.Permissions – Choose who can see or edit the field:
You can allow schedulers, senior schedulers, and workers to view or edit it.
You can also make the field mandatory at certain job statuses — this is handy if the info needs to be filled in before moving the job forward.
Step 4: Save
Once you're happy with the setup, click Save.
Your custom field will now appear in the list of job fields, along with its visibility, type, and whether it’s required.
And that’s it! You’ve now got full control over what job details your team sees and fills out — whether they’re working from the office or out in the field.