Multi-Select List Box Custom Field

Schedule a call

Schedule a call

Multi-Select List Box Custom Field | Add-on Pricing & Options

Modern booking forms need more than a notes box; they need structured, selectable data that can drive pricing, scheduling, and reporting. OctopusPro’s Multi-Select List field—sometimes called a List Box—lets customers, admins, or fieldworkers tick one or many options in a single question. Each option can carry its own price surcharge, discount, or extra labour time, and can be shown or hidden with conditional logic. The result is a lightning-fast booking flow that captures every add-on or preference while calculating the true job cost on the fly.

Typical use-cases

Industry Field label Sample options Pricing/Time logic
Home cleaning “Add extra rooms” Kitchen, Ensuite, Balcony + $25 per room, + 15 min each
Beauty & spa “Choose treatments” Manicure, Pedicure, Brow Tint Each option adds its own flat fee and duration
Childcare “Select meal plan” Breakfast, Lunch, Snack Adds $3–$6 per day, varies by zone
Trades “Waste disposal types” Timber, Concrete, Green Waste Surcharges per m³; concrete only available in Metro Zone

Key benefits

  • Multiple selections, one question – Customers can tick everything they need without navigating separate fields.
  • Dynamic pricing & duration – Each ticked box can stack a price or time increment; OctopusPro rolls these into the live quote automatically.
  • Geo-zones & quantity discounts – Link any option to Geo-Price Zones or set a Quantity-Discount Tier (e.g., 10 % off when three or more add-ons are ticked).
  • Rich media & tool-tips – Attach thumbnails, PDFs, or helper text to illustrate each add-on.
  • Cross-platform visibility – The same field appears in the Customer Portal, Branded App, Admin console, and Fieldworker App, governed by your visibility toggles.

Where you can add a Checkbox Button Group

Location Typical goal & example
Services → Inquiries / Quotes / Bookings Let customers pick all applicable add‑ons—“Select extras: Inside windows / Oven clean (+$40) / Balcony (+30 min)”—and watch price & duration update live.
Inquiry Widget Capture multi‑choice specs before a salesperson calls, e.g. “Event features required: Stage / Lighting / Catering”.
Customer Profile Store persisting preferences such as “Allergies: Gluten / Dairy / Nuts”; auto‑populate future jobs. For more info, visit the customizing customer profile fields userguide page.
Fieldworker Profile Flag every certification held—Working‑at‑Heights / Asbestos Ticket / CPR—so dispatch filters by skills. For more info, visit the customizing fieldworker profile fields userguide page.
Forms & Checklists On‑site audits that need yes‑multiple answers (“PPE worn: Gloves / Goggles / Mask”). Fields created here never affect price or time.

How to create a Multi-Select List

  1. Settings ▸ Service Settings ▸ Custom Fields ▸ New Custom Field
  2. Give the field a label (e.g., Select extra treatments).
  3. Choose Field Type → Multi-Select List (List Box Group).
  4. For each option, add:
    • Title and optional thumbnail
    • Price adjustment (flat, per unit, or %); Extra duration if needed
    • Optional: Geo-Price Zone link or Quantity-Discount Tier
  5. Click Add Selection to keep adding options, then Save.
  6. Attach the field to one or more services. Customers will now see the list box group whenever they book that service.
  7. You can even choose how to display the order of your options by selecting your desired order from the dropdown list.

What each user sees

  • Admin / CSR (new booking) – Ticks the relevant options from the list boxe; any price or time adjustments appear immediately in the quote panel.

  • Fieldworker (mobile app) – When creating or editing a job on-site, the worker selects the options from the listbox; the schedule updates to reflect added tasks.
  • Customer (portal or widget) – During booking, customers tick multiple options at once. The running total updates in real time, preventing price surprises.
  • Invoices & Quotes – If you enable Display on Invoice Line Items, each selected option prints under the parent service line with its individual price.

FAQs

Does the Multi-Select List affect worker availability?
Yes—if an option adds extra labour minutes, the scheduler lengthens the job. You can also set option-level skills to ensure only qualified fieldworkers appear.

Can I hide certain add-ons unless a prior choice is ticked?
Use Add Conditional Field: e.g., only show Snack and Lunch when Full-Day Care is selected.

Can I restrict the number of boxes a customer can tick?
Set a Maximum selections value (e.g., customers may choose up to three add-ons).

To stay updated please subscribe to our youtube channel

Scroll to top