Checkbox Multi-Select Custom Fields

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Checkbox (Multi-Select) Custom Field | Dynamic Add-On Pricing & Options

Checkbox groups let customers, admins, or fieldworkers tick any number of options in a single question. Each ticked value can carry its own surcharge, discount, or extra labour time, and OctopusPro rolls those adjustments straight into the live quote—just like “pricing fields” in modern e-commerce forms. Because every selection is stored as structured data, you can filter reports, trigger conditional follow-ups, or auto-assign only fieldworkers with the required skills. Below you’ll find configuration steps, UI behaviour on every platform, and advanced use-cases that turn a simple set of checkboxes into a dynamic revenue booster.

What is a Checkbox field?

A Checkbox field (technically an HTML <input type=”checkbox”> group) appears as a list of square boxes; users can select one, many, or all items. Unlike a radio-button list, it’s made for multi-choice scenarios. Typical labels include “Select add-ons”, “Choose dietary options”, or “Extra cleaning tasks.”

Why not use a multi-select list box?

Checkboxes are touch-friendly and visible without a Ctrl/⌘+click trick, which UX studies show reduces error rates on mobile.

Benefits at a glance

  • Instant pricing & duration updates – each tick can add or subtract money or minutes

  • No back-and-forth – all add-ons captured at booking, slashing admin calls

  • Conditional logic – hide or reveal follow-up fields based on selections

  • Geo-price & quantity tiers – stack zone surcharges or bulk discounts automatically

  • Data-rich reports – analyse which extras sell best and optimise upsells

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.

Set-up guide

  1. Settings ▸ Service Settings ▸ Custom Fields ▸ Create New Field

  2. Enter a Field label (e.g., Choose add-ons), set Field Type → Checkbox (Multi-Select).

  3. For each option add:

    • Title and optional thumbnail / PDF

    • Price adjustment and/or Extra duration

    • Optional Geo-Price Zone link or Quantity-Discount Tier (10 % off when 3+ boxes ticked)

  4. Click Add Selection to keep adding items.

  5. Decide the Display order: as entered, lowest price first, highest first, or A-Z.

  6. Save and attach the field to one or more services.

Tip: Enter each option on its own line; press Enter to save, then edit pricing and duration per row.

In action

Admin console (Create/Edit booking)

Checkboxes appear under each service line. Ticking extra boxes instantly recalculates cost and job length, mirroring WooCommerce-style dynamic fees.

Fieldworker App

When creating or editing a job in the mobile app, workers tick the relevant tasks (e.g., Window clean, Oven clean). Schedules extend automatically, preventing over-booking.

Customer Portal / Lead-Capture Widget

Customers see the group during online checkout and can select multiple add-ons. Real-time totals increase trust, which studies show boosts completion rates.

Invoice & Quote PDFs

Enable Display on Invoice Line Items to print each selected add-on beneath the parent service with its own price line for full transparency.

Pricing & duration logic

When Enable Price & Duration Adjustments (toggle label) is on, every checked option:

  • Adds or subtracts its price rule (flat, % or per-unit)

  • Stacks extra labour minutes on the service duration

  • Can inherit Geo-Price or Quantity-Discount rules

Example: Deep Clean service

  • “Inside fridge” + $20, +10 min

  • “Inside oven” + $30, +15 min

  • “Green-waste removal” + $5 per bag, only inside CBD zone

The scheduler sees the new duration; invoicing shows the new total.

For more information please visit Octopuspro user guide, and subscribe to our youtube channel.

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