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Unlimited Custom Fields for Field Service

Peter McKesson // February 2, 2009

Unlimited Custom Fields

Some of the most frequent feedback we get is – We love your custom fields… now give us some more!

No problem. Starting today all plans at $119/month or higher receive unlimited custom fields.

You can assign your job custom fields to a specific service. This essentially gives you the power to build customized forms for different types of jobs.

Setting up Custom Fields

For example, imagine a pet service that walks dogs, feeds pets, and also offers full in-home pet sitting.

The Custom Fields setup screen now looks a little different. Fields appear in a single list and can be filtered by type, or by which object they belong to (Job or Customer).

When you create a custom field and select Job as the parent object, a new dropdown containing your services will appear.

If you select a service from the list, this field will only appear on jobs of that type of service.

Note the View all custom fields control at the bottom. Clicking that will bring up a list of all available custom fields, not just the ones specific to this type of job. You can always enter a value for any field you like. Any custom field you do not assign to a service will appear in this list, and you can give any of them a value if you like.

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