Customer Fields

Overview

Several customer custom fields are provided to assist you in organizing and maintaining your customer data.

This section will highlight some commonly asked questions regarding the customer custom fields feature.

Table of Contents

Displaying Custom Fields When Adding a Customer

Your custom fields can be viewed when you are adding a new customer; these fields can be viewed on both the web portal and the device app.

For more information, please see Customer Settings page.

Change Order / Name of Fields

Field names and field location cannot be changed. You only have the option to edit the name and location of custom fields; to edit the order, you can drag & drop the selected feature.

For more information about custom fields, please see the Customer Settings page.

Remove Unneeded Fields

For the most part, all fields are static and cannot be removed. Depending on the feature, some fields can be turned on or off from the feature settings.

For example, on the device app, if you are not interested in capturing a signature on an invoice, you have the option to turn this feature off.

View Customer Custom Fields on Work Order

By default, only the “Special Notes” customer field, will push data to the work order assigned to the specified customer. Any other customer custom fields will not show on the work order. Please note, the custom fields can be visualized on any work orders assigned to the designated customer.

If you would like more information about the "Special Notes" field, please see the View Customer page.

If you would like more information about the "Special Notes" field for the mobile device, please see the View Customer on Device page.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!