Skip to Main Content
Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Oct 12, 2021

Allow Custom Fields for the Call booking screen to be triggered by Job Type

What problem is the customer facing?

Like the default Job Summary, customers may often want to ask specific questions, or collect certain data for only specific Job Types. While they can currently use the Summary for these question, there is no way to make this required. The customer would like to see this done with a Custom Field so they can require it, but only have it on specific Job Types


Why is it useful?


This would give the customers more control over how they customize their Call Booking screen, and how they automate their business to make it easier for their CSRs, and easier to bring on new CSRs. This helps for compliance, to make sure the right questions are being asked and answered when they're needed.


Who would benefit from it?

Owners, Managers, and the CSRs using it


Do you have a recommended solution?

Would be great to have a checkbox on the Custom Field settings for which Job Types to assign it to (with "assign all" and "unassign all" options

  • Attach files
  • +2