Company Settings

Custom Fields Through the Settings Menu

Custom fields are available on the Core, Connect, and Unlimited plans.

Custom Fields help you track additional information that can be specific to your business. These fields exist for: 

  • Clients 
  • Properties
  • Quotes 
  • Jobs 
  • Invoices 
  • Team


Adding a Custom Field

To add a new field, go to your Gear icon > Settings > Custom Fields. Click the + Add Field button on the area that you would like the field for. 

 

Options for the custom field:

  • Applies to: Choose whether this field is for properties, clients, quotes, jobs, invoices, or team. 
  • Transferable Field: Choose to make your new field transferable to allow your data to appear in multiple places and follow you through your workflow. Learn more about Transferable Custom Fields
  • Name: Enter what you want the name of the custom field to be.
  • Value Type: Decide how you want to store information. 
    • True/False creates a check box field. 
    • Numeric creates a field that only accepts numbers. 
    • Area creates a field where you can enter length and width.
    • Drop Down allows you to create a drop down with certain options. 
    • Text field creates a box where you can enter text. 
  • Default Value: Set a default value entry for it to automatically apply to this field throughout your account, or leave it blank so that you can enter in this information as you go.

 

Using Custom Fields

Custom fields and their details will appear at the top of the page that the field was created for. For example, if you have a custom field created for your clients, it will appear in the top right of a client profile under their contact details. 

 

 

To enter or edit information in a custom field, click Actions > Edit on the page you want to change. 

If a numeric, area, or text based custom field entry is left blank, it will NOT appear on the page, but will still appear on the edit screen. 

Below is a GIF showing how to edit custom fields on a client. The fields below Additional Client Details are custom fields. All the different field types are shown here, including true/false, numeric, area, selection type, and text. 

custom_fields2.gif

 

Editing or Deleting Custom Fields

To edit or delete a custom field, go into your Gear icon > Custom Fields and click on the field you want to edit. This will allow you to change the field name and default value. You cannot change the field type after it has been created.

If you delete a custom field, the data that you have entered into that field will be deleted as well. 

If you have multiple custom fields, you can drag them into the order you want them to appear by using the Drag icon to the left of them.  

Client Visibility 

When you first create a custom field it is only visible within your Jobber account. You can change the visibility of your PDFs by going into your Gear icon > Settings > Branding > Open PDF Configuration. This will open a pop up that will allow you to change settings and text for your overall PDF Style, and templates specifically for Invoices, Quotes, and Jobs. Your custom fields will appear underneath the contract/disclaimer message box for each option. To make them visible to your clients you will need to check the box beside them.

Learn more about the PDF Configuration Tool

 

Custom Field Reporting

Custom field data can be seen in reports (Management) and will be visible where they are created - as an example, to see information about custom fields on invoices, go to the Invoice report.

You'll find all of your custom fields within the Columns drop down list on the right of the report. To select the custom field to shown on the report, mark the checkbox beside it. 

 

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