How to Create a Job with Custom Fields
This guide explains how to use custom fields to personalize your jobs. By adding unique fields, you can collect specific information that goes beyond the standard details. This ensures your team has all the data they need to get the job done right.
Note: Custom fields are visible to your workers in the mobile app. You add them in the job itself, which opens beside the map in the web dashboard.
Add custom fields to a job
Step 1: Go to the Dispatch menu and click the job in a route or in All jobs. The job opens beside the map.
To learn how to create a job, click here.
Step 2: Under Details, click + Custom fields.
Step 3: Click Add custom field, enter the Field name and its value, then click Add.
Step 4: Click Save.
Step 5: The field now shows as a row under Details. To change its value later, click the row, type the new value and press Enter.
Note: Changes to a field are saved on their own. To reverse a change, click Undo in the message at the bottom.
Note: To have the same fields on every new job, click Save template while adding the fields.
A new job at a saved place also takes over that place's custom fields. To learn more about Places, click here.
Fill in custom fields while you create a job
Fields you saved as a template are on every new job as empty rows, so you can fill them in before the job goes out.
Step 1: Start a new job as usual. In the New job card, pick the place and type the title, then click More details.
Step 2: The new job opens beside the map. Under Details, click a custom field, type its value and press Enter.
Step 3: Fill in the other fields the same way, then click Create job.
Note: To add a field that is not in your template, create the job first, then add the field as shown in the first part of this guide.