How to add Job Custom fields on a Job type?

Modified on Tue, 3 Sep at 2:56 PM

Job Custom Fields are used to add more data about the job.

The Custom fields heading can be set in Job types.

The Custom fields can be made to be required fields.



Step 1:


Click on the Job Types navigation bar item, found on the left beneath the ADMINISTRATION sub-heading.

You are also able to use the search function to search for a Job Type. Please note that the Job Type names are case sensitive when searching.

Click on the Job Type to define notes or add custom fields to.


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 Step 2:

An Edit Job Type screen will pop up.

Scroll to Job Closing Custom Fields.


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Set up as required and the filed can be made required or not.

 

 You can add more than one custom field.

When done Update the Job Type.


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Step 3:

If the custom fields have been setup and are required then a warning will be shown which will prevent the job from being closed until the custom field(s) are filled in.

Click on the Capture Signature button.


 

 

 Fill in the name and draw the signature.

 

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  Tap on the Custom Fields button, and the fields will pop up.

 

 Fill in as required and tap on the Save button.

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 On the Web app, on the Job manager, the Comments from the Job Custom fields will be shown under Job Closing Comments.


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On the Job report, the answers will be shown under Additional Job Information.



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