Create a new custom field
Table of contents:
- Definition of custom fields
- The relationship between custom fields and services
- The benefits of using custom fields
- When should you use custom fields?
- Difference between Custom Fields and Forms & Checklists
- How do custom fields improve work efficiency?
- How do custom fields help generate accurate quotes?
- Adding a new custom field
- Field label
- How does the field label appear for the admin user while creating/editing (bookings/quotes)
- How field label appears for admin user while reviewing (bookings/quotes)
- How does the field label appear for the fieldworker app while creating/editing (bookings/quotes)
- How does the field label appear in the fieldworker app while reviewing (bookings/quotes)
- How field label appears in the customer portal for customers
- Field ID
- Helper Text
- Hidden from the customer portal
- Display pricing on the view service page
- Hidden from the inquiry widget
- Hidden from invoice breakdown
- Field Types
- Field label
Definition of custom fields
Custom fields are information that determines the options of a field. They are questions related to the service, which you ask your customers when making a booking, like questions related to the type of product preferred, or any extras or add-ons.
Custom fields allow further customization of your services with additional options or variations related to that service.
The relationship between custom fields and services
There’s a relation between custom fields and services when creating multiple custom fields with different field types and relating them to a single service, so users can provide more details and information to bookings, say that you have a service in the child care industry, and you always ask a group of questions to customers while creating a booking, like how many kids are there in total, or if there is kids with special ability or not to select the right teacher for the booking, the best way to perform that relation is by adding custom fields and connecting them to the service.
The benefits of using custom fields
- Custom fields are beneficial if you want to collect certain information about specific requirements when it comes to providing a service or if you have a variety of options related to your service, so you can add/edit custom fields for them. for example, if your service for “Car Detailing” requires you to ask what type of car, which may involve a different price for each type of car and different time taken to complete that job.
Custom fields are used to group all of your customers’ needs for a selected service to be easier for them to select their preferred requirements while booking a service.
When should you use custom fields?
Custom fields are used to be added when your service contains several options that would be easier to display to your customers while booking the service to choose from, instead of wasting time requesting quotes for more detailed information about the service, so it will be easier to add custom fields that facilitates the needs and requirements for your customers for instant bookings.
Difference between Custom Fields and Forms & Checklists
Firstly, custom fields can affect the availability of services by matching fieldworkers, and Secondly, custom fields can affect pricing.
Also, custom fields appear in the early part of a custom booking process whereas checklists and forms appear in the end part of the booking process.
How do custom fields improve work efficiency?
Custom fields will improve your workflow efficiency as they will be passed to users directly without getting back to customers as they already selected their needed customized service with the needed information, detailed prices, and accurate timings. This will increase business efficiency, and less time will be spent communicating between admins, fieldworkers, and customers.
Your bookings and jobs will be provided with accurate data that won’t be debatable which increases your work efficiency.
How do custom fields help generate accurate quotes?
Custom fields generate accurate quotes as every detail and question will be provided to your customers and displayed while quoting their services without guessing, including prices and time.
Adding a new custom field
To add a new custom field, go to Settings > Service Settings > Custom fields, then select “create new” custom field.
A pop-up window will appear to create a new custom field.
A field label is visible to the user and can be a single word, short sentence, or a question. For example “Make and Model” or, “Specify your car’s make and model”.
How does the field label appear for the admin user while creating/editing (bookings/quotes)
While creating a new booking/ quote, after selecting a service by clicking on “Add service”, a pop-up window will appear to select your service.
After selection, your selected service will appear under the “Booking Address/Quote Adress”, showing the service with the field label of the added custom field to select from them.
This process will be the same if you edit your bookings/quotes.
How field label appears for admin user while reviewing (bookings/quotes)
Go to your bookings/quotes, select a booking/quote then click on the view button.
You will be directed to the booking/quote view page, at the bottom of the page, under the services section the field label and the type of service will be displayed there.
How does the field label appear for the fieldworker app while creating/editing (bookings/quotes)
In the fieldworker app, when your fieldworker is creating or editing a new booking/quote and after selecting a service, the field label will be displayed during the booking process as follows:
How does the field label appear in the fieldworker app while reviewing (bookings/quotes)
In the fieldworker app, when your fieldworker review a booking/quote, the field label will be displayed in the booking/quote view page as follows:
How field label appears in the customer portal for customers
While your customers are scheduling an appointment, their selected service will require them to select from its custom fields and the field label will be displayed as follows:
A field ID is used to distinguish between one custom field from another when they share the same field label. It is a unique field and only shown to you.
A helper text is used to further describe your custom field. It will appear on the mouse hover over while scheduling an appointment.
How helper text will appear for admin users
While you are creating a booking and after selecting the service, your service and its custom fields will be displayed under the service section on the booking page. the helper text will be displayed as follows:
How helper text will appear for Fieldworker in the fieldworker app
A helper text will appear to fieldworkers in the app while scheduling an appointment after selecting a service. It will be displayed as follows:
How helper text will appear for your customer
A helper text will appear for customers while scheduling an appointment after selecting a service and it will be displayed as follows:
Hidden from the customer portal
You can choose whether you want this custom field to be hidden or visible in your customer portal and branded app.
If your custom field doesn’t require any entry from your customers and is for admin use only, you should enable this flag; but if this custom field has to be viewed or answered by your customers when making bookings then you should keep it disabled.
Display pricing on the view service page
You can display your service custom field pricing on the service view page, it will be displayed on the customer portal when your customer selects a service to book.
Hidden from the inquiry widget
You can choose if you want this custom field to be hidden from the inquiry form generated by the inquiry widget or not. In the case that you have denied your customers to book a service on the customer portal and only submit inquiries so you can keep the toggle disabled to be displayed in the inquiry widget.
Hidden from invoice breakdown
You can choose whether you want this custom field to be hidden or visible in your invoice breakdown. If your custom field doesn’t need to be listed on your invoices and is for booking purposes only, you should enable this flag; but if this custom field has to be displayed on your invoices then you should keep it disabled.
You have to choose whether you want to answer this field to be mandatory or optional.
This makes your custom field searchable, you will be able to search for the value of the field in the quick search and advanced search.
however, this will slow down your system so the default for this is toggled off. It is recommended to keep this off unless absolutely necessary. A searchable field may be something like a car registration number or machine serial number that is essential for you to be able to search for.
You can select the most suitable field type depending on the type of data you want to collect from your customers and how you want to display it.
A “Field Type” is a text field the customer can complete. We can also choose to make this Field type any number of different formats including:
- Date picker: This allows your customer to choose a specific date for their customized service in their booking. Find out more >
Time picker: This allows your customer to pick a suitable time for a custom field added to the service. Find out more >
- Text box (multi-line): Where the user can enter a large amount of text. Find out more >
- Text field (one line): This allows only a small amount of text. Find out more >
- Toggle button: You can let your customers choose the service custom field by switching this button on or off while scheduling a booking. Find out more >
- Dropdown: This allows users to select one value from the options pre-filled by the admin. Find out more >
- Button group: It allows the user to select only one option. Find out more >
- List: This allows users to select one option from a list configured by the admin. Find out more >
- Checkbox: To indicate yes or no for an item. Find out more >
- Signature: This allows users to write their own signature while confirming a selection in their booking. Find out more >
The default image for this custom field can also be optionally uploaded if you want an additional visual cue for the customer.
Linking custom fields to services
Make sure that you have attached the appropriate custom fields to the appropriate services. You can connect multiple custom fields to the same service, and you can connect the same custom field to multiple services – so it’s a many-to-many relationship that allows the reuse of custom fields.
To connect a “Custom field” to a “Service” go to Settings > Services Settings > Custom Fields, you’ll be directed to the custom fields page. Then you can select the custom field that you want to connect to by selecting its checkbox.
Then select the “Assign a custom field to a service” button, a pop-up window will appear and you can select the services that you want to link a custom field with.
If you need to edit this connection later you can select the “Modify Services” checkbox on the far right of that custom field. Find out more >
Drag and Drop Custom Field Order
Custom fields orders can be changed by dragging and dropping them into a different order that will be displayed to your customers while scheduling their bookings.
To change the order of your custom fields, go to Settings >Services Settings> Services, then go to the service that has the custom fields connected to it and click on “Manage Custom fields”.
Then you’ll be directed to the edit page, click on the custom field tab and you can drag and drop your custom fields.
You can also edit the custom field from here and you can change the Group, review the Price List, change the Value Dependents, change the Price Zones, edit the Custom Field detail, or delete that custom field.
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