Setting Up Custom Job Fields

Custom job fields let you define checklists and form templates that are automatically attached to every new job. This ensures engineers collect the right data on-site.

Creating a Field Template

1. Go to Company Settings > Job Checklists
2. Click Add Field
3. Choose a field type:
   • Text \u2014 Short text input
   • Textarea \u2014 Multi-line text
   • Number \u2014 Numeric input
   • Date \u2014 Date picker
   • Select \u2014 Dropdown with custom options
   • Checkbox \u2014 Yes/No toggle
   • Pass/Fail \u2014 Compliance toggle (green/red)
   • Photo \u2014 Camera or file upload
4. Set the field label and whether it is required
5. Drag to reorder fields
6. Save

How Fields Work on Jobs

When a new job is created, all active field templates are automatically attached. Engineers see a Checklist tab on the job where they fill in each field.

• Fields auto-save as they are completed
• A progress badge shows completed/total fields
• Completion timestamps and the user who filled each field are recorded

Managing Templates

You can:

• Activate/deactivate templates without deleting them
• Reorder fields by dragging
• Edit field labels and options at any time
• Fields already attached to existing jobs are not affected by template changes

Use Cases

• Electricians: Pass/fail for visual inspection, RCD test, earth continuity
• Plumbers: Dropdown for boiler type, text for serial number, photo for before/after
• HVAC: Number for temperature readings, checkbox for filter replaced