Custom fields

Travis Lee

Modified on: Fri, Jan 29, 2021 at 4:10 PM

JobTread provides you the customization tools to ensure you're recording and tracking the data that's necessary to keep business booming. "Custom fields" are a term used to describe the extra set of data you're able to track across the site. Whether you want to log a customer's birthday or if you want to track vendor COIs, it's possible within JobTread.

Customize these fields through the Settings option along the lefthand toolbar and select the Custom Fields tab. Observe the list below for the list of objects where custom fields can be added.

Customers

Examples: Customer type, Company or individual, Website, Notes

Customer contacts

Examples: Cell phone, Work phone, Email, Notes

Vendors

Examples: Description, Website, 1099 status, Payment terms, W-9 information, Certificate of insurance, Office phone, License #, Credit limit, Notes

Vendor contacts

Examples: Phone, Email

Locations

Examples: Primary phone, Business hours, Website, Restrictions, Construction hours

Jobs

Examples: Status, Job type, Start date, End date, Pricing, Job rate, Customer PO#

Cost items

Examples: Notes, Distributor, Coupon codes

If you decide to add a new custom field to any one of these objects, click + New Custom Field on the right side of the page. This will generate a pop-up that asks for you to choose a "type," along with a name and a few other settings.

The "type" selection is asking you for the expected response. This is important because it determines some behind the scenes work - like format requirements or displaying an email address as a clickable link that opens in your mail app. View the list below for a breakdown of each custom field type.

Address

Creates a hyperlink to open address in Google maps.

Date

Provides a date picker, as well as autocomplete for typing dates.

Date and time

Provides a date picker, as well as autocomplete.

Email address

Creates a hyperlink that opens a new mail window.

Number

Creates a number field.

Phone number

Creates a phone number hyperlink for easy click-to-dial.

Picklist

Creates a dropdown from a list of options.

Text

Create a simple text field.

Time

Provides a time picker.

URL

Creates hyperlinks to open website URLs.

Yes or no

Creates a simple selector to indicate yes or no. "Yes" will display a green checkmark and "No" displays a red X.

In addition to the type, determine if you want to allow multiple values, if it should be required, and if you want to set a default value. Finish by clicking Create custom field. The field you just added can now be seen throughout the application where applicable. For example, if you added a "website" field to customers, you'll be able to enter a website URL when adding new customers or editing existing ones.