Custom Fields Knowledge Base

Need to create a custom field to capture specific values that are unique to each job? Navigate to your Company Settings > Application Settings tab to setup custom fields for your leads, customers, and jobs

JobCloser Custom Fields

Posted by Dale Vaughn on 10/09/2019

Need to create a custom field to capture specific values that are unique to each job? Navigate to your Company Settings > Application Settings tab to setup custom fields for your leads, customers, and jobs

Getting Started

Navigate to your Company Settings > Application Settings and enter any custom field name (ie: Gate Code, Pet Information, PO#, Soil pH).  Click Save.

Once you've saved your custom field names, navigate to your customer (or job), and you will see a new field for you to drop in any free text value.

Work Orders

Want these values to appear on your work orders for your team members to see?  Navigate to Company Settings > PDFs and click "PDF Options" to show these custom field values on your work orders.

Don't forget these values will also get exported when exporting your customer / lead list from your Company Settings.

Let us know if you have any questions using this functionality!

Custom Fields
Purchase Orders
By Mark Hardin on 09/28/2019

Quickly and easily generate purchase orders for your vendors and track the status all the way through delivery. JobCloser gives you tools to send via email and text directly from your phone.

Read More

Assigning Jobs To Clock Entry
By Dale Vaughn on 09/25/2019

Have your employees select which jobs were worked each day from the employee portal. Admins can also manage these assignments from the "Time Management" module. Time sheets will also reflect the number of jobs worked for the day

Read More

Global Reports
By Mark Hardin on 09/05/2019

Analyzing your company performance just got easier with full oversight of your financials. Navigate to the Reports > Global Reports page to see a breakdown of your sales, operations, and customer data across lots of different metrics.

Read More

One Invoice - Multiple Jobs
By Mark Hardin on 08/13/2019

We've had a lot of request to see this happen and we strive to keep our customers happy. You now have the ability to generate an invoice with multiple events on it! Add any of the calendar events you have completed for a job into one invoice to send to a customer

Read More

Mobile Apps

Designed for subs on the go. Manage your entire operation directly
from the field and improve your efficiency. Get started by downloading
the app on your device today.

JobCloser Apple Download JobCloser Android Download

* requires JobCloser subscription

Try JobCloser Now. Risk Free.

No credit card required. Cancel any time.

Start Free Trial