How can I set up a custom field so that it displays correctly on the Job Booking screen?
- Updated on Jul 22, 2026
- Published on Mar 19, 2026
Prev Next Problem
The custom field dropdown menu on the Job Booking screen isn’t displaying correctly.
Solution
This happens when Job Types don’t have custom fields set up. To do this:
Go to Settings > Operations > Job Types.
Click Edit next to the job type.
Scroll to the Add custom fields section.
Click the Select field and search for or create a new custom field.
When finished, click Save.
Go to the Job Booking screen to test the changes. Refresh the page if needed.
Configurable categories that classify jobs (e.g., HVAC Install, Drain Cleaning, Roof Replacement) for reporting and routing.
What it does: Enables targeted pricing, technician skill matching, reporting segmentation, and correct workflow routing by type of work.
Also called: Service types, Work categories
Tags: Core
See the full glossary →
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