Custom fields are provided as places to enter additional user defined information for Customers, Sites or specific to Jobs.
Below are a few examples of additional information you could use Custom fields to record:
- Customer Type
- Customer Source
- Serial Number
- Budget Value
- Warranty Expiry
- Est Completion Date
- Access Code
- Unit/Flat No
The custom field labels can be set under Settings > Job Settings > Custom Fields tab.
These fields can then be pre-entered on each customer record or site and when you create a Job for that customer or site the information in those custom fields will automatically populate in the Job accordingly.
The content of Custom fields can also be used to filter the Job list as required.
For example, if you wanted to see all the jobs relating to a piece of equipment installed at a customer's address, you could enter the serial number of the equipment in one of the custom fields on each of the Jobs that it was worked on. Then to list these jobs simply enter the serial number in the search field under Jobs. All the Jobs with the particular serial number will be listed accordingly.
While the information can be pre-entered on a Customer or Site Record, which then defaults to a Job created for that Customer or Site, the values can be altered on any particular job by simply editing this field as required.