Note: Only six custom fields can be active at a time.
Add a custom field
- Go to Feature Add-ons, then select Custom Fields.
- Select + Add Field.
- Add a Name, Short code, and in the Type â–Ľ dropdown, choose one of the following:
- List: Use this when you have a list of options for team members to pick from on their time card. This can be used for equipment or task lists.
- At least one item must be added before saving this field type. Select + Add Item, then enter the item's name and Save.
- Individual items can be assigned to show up only for specific jobs/customers and/or team members.
- Text: Use this when you need a free-form text field for team members to enter their own text. This can be used for descriptions or explanations.
- Whole Number: Use this for whole numeric values (i.e., 42, 7, 10). This can be used for entering mileage or amounts.
- Decimal Number: Use this if you want numeric values with decimals (i.e., 3.14, 10.5, 34.06). This can be used for entering expenses or measurements.
- Other options:
- Show for all jobs/customers: If you want the field to be visible on all time cards, select this. If you uncheck it, you can assign the jobs later in the Jobs or Customers window.Â
- Required: Check if this field must be filled out before clocking out. Uncheck if the field is optional.
Note: If a list field is required and only has one item in the list or only one item is assigned to a customer, job or team member, the field auto-populates on timesheets.
Add multiple items
Note: You can’t use the import/export function to update or change the name of an existing item. If you change a name on an existing item, the system recognizes it as a new item. It'll only be skipped on import if it matches an existing code exactly, case-sensitive.
- Go to Feature Add-ons, then select Custom Fields.
- Select the field you want to modify.
- Select More, then Import/export items.
- There must be 1 item added and saved in a list for More to show up.Â
- Go to the Help tab to review format requirements and to make sure your data is entered correctly.Â
- On the Import tab, select Choose File, navigate to the .csv file you want to import, then select Open.
- Check the box next to Test Mode to run a test import, then Import to catch any potential errors.