Operations

System Configuration

Arrival Windows Business Hours Call Reasons Campaign Categories Campaigns Cancel and Hold Reasons Content Portal Custom Fields Business Units Job Types Project Settings Project Statuses Project Types Reporting Settings Skills Zones Tag Types Task Management

Create New Custom Field

Name

Where it Appears

Customer Record

Location Record

Job Record

Project Record

Purchase Order

Installed Equipment

Employee Settings Page

Technician Settings Page

Customer Membership Record

Invoices (API)

Payments (API)

Receipts (API)

Bills (API)

Returns (API)

Inventory Adjustments (API)

Inventory Transfers (API)

Installed Equipment System

Job Template

Estimates

Credit Memo

Type

Add to job types

Select the job types that will use this custom field on the Job Booking screen.

Job Types

Select

If this field is left blank, this custom field will appear for every job type.