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Job custom fields

Navigation: Settings -> Modules -> Jobs -> Job Custom Fields

  1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Customer-Contact.” Select the “Job Custom Fields.”

Drag and drop the fields from the right panel.

Text

  • Single-Line Input: This allows you to create a field to enter a single line of free text.
  • Multi-Line Input: This allows you to create a field to enter multiple lines of free text.

Date

  • Date Input: This allows you to create a field to select a specific date from a calendar.
  • Time Input: This allows you to create a field where you can select a specific time.
  • Date Time Input: This allows you to create a field where both date and time can 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 the products from the parts and services module.

Note: You can also control the behavior and visibility of each field using the following options:

  • Mark as Required Field - Makes the field mandatory to fill out before submitting the form.
  • Mark as Read Only—This option makes the field non-editable; users can view the value but cannot modify it.
  • Mark as hidden field- This hides the field from all users; it will not appear in the form interface.
  • Hide to FE/Technician- This option makes the field invisible to technicians or front-end users during form access.

Click “Create New” to create the “Custom Field” group.