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How to create custom fields for a job
How to create custom fields for a job

Add additional fields to the job page for technicians and schedulers

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a month ago

Sometime you need additional information on jobs. Things that are specific to your business/industry.

You can add any custom fields that you need to the job page for schedulers and technician

To add a custom field

Go to Settings > Work > Jobs > Custom Fields

Click add on the +Add job field button

Customise the job field

  • Name your field and select the type of field you require

  • By default, Custom Fields are displayed on all jobs, if you want to show this field only for specific job types or projects, select 'Show custom field by job type' and/or 'Show custom field by project' and select the job types to show this field for.

  • Select who can view and edit this field

  • Select if you want this field to retain the data when you split a job, by default this is unchecked to clear the field.

  • Select if you want this field to be mandatory to save a job in a specific job status. When this is selected and the field is empty the scheduler/technician will get a notice saying they have to complete this field to save the job.

Save the field

Reorganise the fields on the job page using the green up and down arrows

Next

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