Add Custom Fields to the Service Request Form

Follow these steps to add custom fields to a company's Service Request form.

You must be an ERP Admin or Company Admin to complete these steps.

If you administrate multiple companies, select the company whose Service Request form you want to edit from the list of My Activated Companies.
Select the pencil icon next to Service Request Settings.
Select Add New Field.

Note: You can add up to four custom fields.
In the Required column, check the box if you want to mark the field as required.
In the Field Description column, enter the name you want to display for the field.
If you need to delete a field, select the ellipses icon then select Delete Field.
Select Update.

The custom fields display on all new Service Request forms.

Table of Contents