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Custom Fields
Customize every job and tailor customer information to meet their needs
Job management
Show up fully prepared to every job
Keep your team organized by customizing every job or lead with unique customer information. Your field techs will arrive ready to work armed with the right tools and knowledge to to deliver an exceptional customer experience.
Custom fields
Create a unique database
Make sure your business gets the information it needs with custom fields, such as before and after photos, vehicle information, and more. Create customized documents faster by automatically generating relevant job or client information.
Custom jobs
Each job is unique, each customer is special
Simplify your dispatching process by assigning custom fields to specific job types and unique customer profiles. Save time, and improve customer experience with customized options for your database.
3
×
more jobs won
20
hrs
time saved per week
23
%
avg. growth in the first 3 months
63
%
less time spent on accounting & reports
Explore more tools for your business
I always recommend Workiz. It's incredible and has doubled our bookings and sales.
Frequently asked questions
Let us know if you have any other questions, our team is always happy to help!
What is Workiz’s Custom Fields feature?
Custom Fields let you tailor Workiz to your business needs by adding personalized fields to jobs, leads, clients, invoices, equipment, and more. Whether it’s gate codes, how many steps there are to get into the unit, pet info, or internal tags — you decide what data matters most.
These fields live inside your account and workflows, so your team can see the info they need when they need it, from the office, truck or job site, all without extra clicks or scattered notes.
How do Custom Fields work?
You can create Custom Fields directly inside your Workiz settings. Choose from field types like text, number, dropdowns, checkboxes, dates, and more. Then assign them to the areas of your account where you want the info to show.
You can make fields required, searchable or hidden from certain users. This gives you full control over the data you collect and how your team uses it.
What kinds of info can I track with Custom Fields?
Anything your team needs to do the job right and offer a high level of service.
Some examples:
- Gate codes or alarm instructions
- Pet names or special requests
- Warranty or serial number fields
- Internal job tags (e.g., “VIP”, “Needs Follow-Up”)
- PO numbers for commercial clients
- Specific job site access notes
- Referred-by info or campaign tracking
If it matters to your business or workflows, you can build it in.
Do Custom Fields show up on mobile?
Yes. Custom Fields appear on the Workiz mobile app (or mobile web browser) just like they do on desktop. Your techs can see and update them on the go — during jobs, site visits, or from the truck.
You can also control who sees what, so mobile users only see what’s relevant to their role.
