Job and Work Order Custom Fields
  • 13 May 2024
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Job and Work Order Custom Fields

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Article summary

To add Job and Work Order Custom Fields go to->Branch Settings->

Customer and Job Settings. Check the box next to the fields you would like to use, 

and fill in a custom label for that field.

 The custom fields on the job will be found under the Additional Info tab.

The custom fields on the work order will be found under the custom fields tab.

If you just created a new custom field and it does not show up Click the ‘Reload Custom Fields’ Button.

The technician will see both the Job Custom Fields and the Work Order Custom Fields

This is an example of the custom fields on the technicians mobile app.

Custom Job Fields will show in the find jobs grid and you can search/sort by custom fields.

On the Find Jobs screen click Print and select Export (.xls raw) for a report that prints out the Custom Job Fields