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Custom fields allow businesses to capture additional information specific to their jobs. These fields can be used to store details that are not part of the standard job form, helping teams collect and manage data tailored to their processes. This guide provides a detailed walkthrough on how to create, edit, and manage custom fields to ensure jobs are accurately documented and all relevant information is captured.
Navigation: Settings -> Modules -> Jobs -> Job Custom Fields
To configure job custom fields, follow these steps: 
  • Select the “Settings” module from the left navigation menu.
  • Click “Modules” and select “Jobs” to open the Job Settings page.
  • Choose “Job Custom Fields.”
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  • The existing field groups will be displayed on the left of the screen.

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Creating a new custom field group

To create a new field group: 
  • On the left side of the Field Groups listing, click + Create New.
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  • In the right panel, enter the following details and click Save to create a new custom field group:
    • Name: Provide a name for the field group.
    • Description: Add a brief description of the group.
    • Associated Category: Click Add Category to select the category to associate with this custom field group. When this category is selected during job creation, the custom fields from this group will automatically appear for that job.
Custom1 Pn Job Custom Fields Types Below are the custom field types you can drag and drop from the right panel to the left to create a custom field. Text
  • Single-Line Text: This allows you to create a field to enter a single line of free text.
  • Multi-Line Text: This allows you to create a field to enter multiple lines of free text.
Date
  • Date: This allows you to create a field to select a specific date from a calendar.
  • Time: This allows you to create a field where you can select a specific time.
  • Date & Time: This allows you to create a field where both date and time cn be selected.
Selection
  • Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
  • Multi-Selection: This allows you to create check boxes where the provided options can be checked.
  • Drop-Down: This allows you to create a drop-down field with the required list of options.
Media
  • Upload: This allows you to create a file input field to upload files.
Misc
  • Look up: This allows you to create a file input field to look up products, users, and assets.
Jcu2 Pn When configuring a Lookup field, you can choose the module the field should reference:
  1. Products
    • When selected, the lookup field in the associated job category will allow you to search and select from existing products in Parts and Services.
  2. Users
    • When configuring Users, you may optionally select a Team and Role to filter the list of users.
    • Once configured, the lookup field in the associated job category will display only those users who match the selected team and role, ensuring accurate assignment.
Custom5 Pn After dragging and dropping the custom fields from the right panel, fill in the following sections: Information
  • Field Name: Enter or update the name of the field.
  • Description: Provide additional details about the field.
  • Placeholder: Add placeholder text to guide users when filling the field.
Configuration
  • Mark as Required Field: Toggle to make this field mandatory.
  • Mark as Read Only: Toggle to prevent edits on this field.
Visibility
  • Mark as Hidden Field: Hide the field from all users.
  • Hide to FE / Technician: Hide the field from field technicians in the mobile app.
  • Restrict Access by Custom Role: Limit access to users with specific roles. This means, only user with the specific role will have access to this field. Other users will not be able to see or interact with it based on the access level assigned. When toggled on, you can choose one or more roles from the dropdown. For each role, you can set an Access Level:
    1. Hidden → The field is completely hidden for this role.
    2. View Only → The role can see the field but cannot make any changes.
    3. View & Edit → The role can see and edit the field.
  1. Once you’ve made the required changes, click Save to apply the updates.
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Managing Custom Fields

You can edit, duplicate, or delete custom fields in Zuper to keep your forms and data structured and up-to-date. Follow these steps:

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Edit a Custom Field

To update the details of any custom field:
  1. Click the Edit icon next to the field you want to modify.
  2. The Edit Field panel appears on the right. Update the sections as needed.
  3. Click Save to update the changes.

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Duplicate a Custom Field

Duplicating a field lets you quickly create a new field with the same settings:
  1. Click the clone icon next to the field you want to duplicate
  2. Update the Field Name and other details as needed.
  3. Click Save.
Tip: Duplicating is useful when creating similar fields without starting from scratch.

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Delete a Custom Field

To remove fields that are no longer needed, click the Delete icon next to the field. Custom4 Pn