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
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To add a custom field
Go to Settings > Work > Jobs > Custom Fields
Click + Add job field to create a new custom field.
Customize the new job field
Enter a Field Name — the label that users will see.
Select the Field Type you require (text, drop-down, date, etc.).
By default, custom fields apply to all jobs, but you can limit visibility: if you want the field to appear only for specific job types or projects, enable “Show custom field by job type” and/or “Show custom field by project” and select the relevant job types or projects.
Set permissions: choose who can view and edit the field (e.g. Scheduler, Technician, etc.).
Choose whether the field should retain data when a job is split (by default, this is unchecked — meaning the field is cleared on split). Use this if you want the field carried over to split jobs.
Optionally, make the field mandatory for saving a job in a specific status. When marked mandatory and left empty, schedulers/technicians will get a notice that they must fill it in before saving.
Save and organize
Click Save to add the custom field.
After saving, you can rearrange the order of custom fields on the job page using drag & drop on the 6-dots button at the left of the custom field.
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