Customize every job and tailor customer information to meet their needs

Custom Fields let you tailor Workiz to your business needs by adding personalized fields to jobs, leads, clients, invoices, equipment, and more. Whether it’s gate codes, how many steps there are to get into the unit, pet info, or internal tags — you decide what data matters most. These fields live inside your account and workflows, so your team can see the info they need when they need it, from the office, truck or job site, all without extra clicks or scattered notes.

Features

• Flexible Field Types: Add text, numbers, dates, images, checkboxes, and more to capture precise data.
• Job & Client Customization: Assign fields to specific job types or client profiles for targeted data collection.
• Searchable Data: Make custom field data searchable to quickly locate relevant jobs or clients.
• Mobile Editing: Edit existing custom fields on the go via the Workiz mobile app.
• Automated Documents: Generate estimates, invoices, and reports using custom field data for faster workflows.