What are Job Fields?
While tags are useful for capturing a variety of details about customers and jobs, they can become difficult to manage and report on as the list grows. Job fields provide a more structured and organized way of capturing specific information about your work that results in more accurate and consistent reporting.
Job Types, Business Units, and Callbacks
The following fields are available by default on any job or (with the exclusion of the Callback field) estimate details page:
Job type: This field can be used to capture the types of services your organization offers.
Business unit: If you have multiple teams or business units, this field can be used to track which teams are working on which jobs.
Callback: If a previously scheduled job resulted in a callback, this field can be used to capture which jobs are callbacks.
Use and Customize Job Fields
Job fields can be used while creating a new job or estimate, or on existing jobs and estimates. Simply select the appropriate value from the dropdown. Next, check the Callback box if the job is a callback. All selections will be saved to the job.
Both Job type and Business unit have default values upon creating a new job or estimate. These values can be changed to better reflect your business and reporting needs. Use the steps below to update field selections.
ℹ️ Only Admins and Office staff with permission to update company info will be able to edit Job field values from the settings page.
Add and Manage Job types and Business units
To add, edit, or delete Job types and Business units:
Go to Settings > Job Fields
Click + Job type or + Business unit to add a job field.
Click the pencil icon to the right of a job field to edit it. Enter a new field value name, then click Save.
Click the X icon of the value you want to delete and click Delete to finalize the action.
📌 Note: Deleting a value will remove it from any job it's been selected on, and the value will no longer be available in reports.
🛠️ Pro Tip: Job fields can also be created directly on a Job
Click Fields on the left side of the page, then enter the name of your new job field and click Add.
Once created, the new field value will be available in the dropdown list.
Use Job Fields in Reports
Job fields can be used as filters in your job reports and as an added column in the job drill-down report.
To use the fields as filters on reports:
Go to Reporting > Reports
Select a report and click Filter
In the right panel, you'll see Job type, Business unit, and Callback as filters that can be applied to the report.
🛠️ Pro Tip: Drill-down reports are accessible below the graph on the main report. By clicking into the job drill-down report, these fields can be added as columns and exported:
Scroll down on the report and click into a drill-down report
Click the Edit columns button
Select Business unit and/or Callback
Click Done to save your selection
Need help?
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