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Add your own fields across jobs, assets, and customers so your team can capture the data that matters to your business.
by Joblogic MarketplaceCustom fields in Joblogic let you capture the information standard fields miss. Add your own attributes across jobs, assets, customers, sites, quotes, and contracts, so your team records what matters in the right places.
Instead of relying on notes or workarounds, your team captures information in the same format every time. The result is fewer gaps, more reliable reporting, and data you can actually act on. Because custom fields are built into Joblogic, they work as part of the system, not around it.
The result is a system that fits your business now, and can adapt as your needs change.
Custom fields in Joblogic are designed for service businesses that need to capture more detail than standard fields allow. They are especially useful for teams managing more complex workflows or information that does not fit neatly into the default setup.
It helps teams who:
Capture the information that matters, so your team has a clearer view across jobs, assets, and customers without relying on notes or manual workarounds.
Consistent, structured data makes it easier to filter, report, and make informed decisions across the business.
Stop storing key information in notes or spreadsheets. Keep everything in Joblogic so it stays linked to the right records and easy to find.
Support long-term growth
Add the fields you need as your business evolves, without system changes or extra tools.
Create your own fields and apply them across Joblogic so nothing important gets missed. Whether it’s a compliance detail, a client reference, or an asset specification, if your team needs to track it, you can.
Define fields once and use them across your workflows. Everyone captures information consistently, which makes it easier to report on and share across the business.
Search and filter records using your custom fields so your team can quickly locate the right jobs, assets, customers, or contracts without digging through notes.
Apply your custom fields across jobs, quotes, assets, and contracts so key details stay connected to the work from start to finish.
Add new fields as your processes change, without needing workarounds, system changes, or additional tools.
Check out our User Guide here.
Finance and billing
Service delivery
Contract management
Contract manager
Service delivery team
Custom Fields let you add extra data entry fields to customers, sites, jobs, assets, and other records so you can capture business-specific information not covered by standard Joblogic fields.
Any business that needs to store unique information — such as compliance codes, internal references, warranty details, or customer-specific requirements — directly inside Joblogic.
You can choose from several formats, including:
Custom Fields can be added to multiple record types, including:
Yes. You can make fields required so users must complete them before saving a record.
Yes. They follow Joblogic’s existing permission rules, so only authorised users can view or edit them.