What is the process for creating a custom field on an estimate that a technician is required to fill out for a job?

Problem

Users want to add a custom field to estimates. This cannot be done directly on the estimate.

Solution

After following the steps provided below, the person who books the job will see the custom field. They must fill it out before they can complete the booking.

Steps

1. Go to the Settings.

2. Look for the Custom Fields under the Operation section.

3. Click on Add Custom Field.

4. Choose Call Booking as the place where you want the custom field to appear.

5. Name the field.

6. Set the field type. Choose Text or Number based on how you want the time entered.

7. Make the field Required.

8. Save your changes.