Adding custom fields to a Job

Custom fields are any field of information you want on a job that are unique to your business. These can be added either on each job individually, or be set up to automatically add to each new job you create.

You will need to be a full user and have Administrator rights to change organisation settings. To find out how to set this, click here

To define the automatic custom fields for your organisation, first go to the Settings window

Next click the arrow beside Custom Fields and then click Add Custom Field

You have two choices for the type of custom field. Text is a simple text field where you type in the value each time you create a new job. Dropdown is a pre-populated dropdown box of options that you setup.

If you choose Dropdown you will need to add at least one option for the dropdown list. Click Add Option to add more options.

Once you're finished, click Add and you're ready to go! This will only apply to new jobs you create. It will not add this field to existing jobs.

You can manually add custom fields to any job that's already been created. First, navigate to the job and then click the orange Action button in the tab menu and choose Add Custom Field

You can then add the custom field to your job and provide a value

and it will show up in the Job Details panel on the Overview tab