Custom fields let you capture business-specific info on every job. If your locksmith jobs always need a gate code, your HVAC jobs always need square footage, or your roofing jobs always need a roof pitch, this is how to add those fields once and have them appear automatically. Custom fields are tied to a service type, so each kind of work can have its own form.
1. Open Service Types
You'll find Service Types under Settings in the left sidebar. This is where Joby keeps the categories of work you do plus any extra fields you want to capture for each one.
2. Click Manage Fields
Manage Fields is where you build the custom inputs that show up on every job. Standard fields like name, address, and phone are always there; this is where you add your own.
3. Click Add Field
Each click creates one new field. You can add as many as you need. Joby displays them all on the job form below the standard fields.
4. Name your field
Use a name that's clear to whoever fills out the form. Good examples: Roof pitch, Square footage, Floor count, Gate code, Pet on premises. Avoid internal codes.
5. Open the Field Type dropdown
The field type controls what kind of value people can enter. The four options are Text (a single-line free-form value), Number (digits only — Joby validates the input), Select (Dropdown) (a fixed list of choices you define), and Text Area (multi-line notes).
6. Pick the right field type
Pick Number when you want a measurable value like square feet, gallons, or count (Joby validates input so letters can't be typed). Use Text for short answers, Text Area for longer notes, and Select (Dropdown) when you want consistent answers across the team — you list the allowed options when creating the field.
7. Mark the field as Required
Check Required if the field must be filled in before a job can be saved. Use this for critical info the tech can't show up without — like square footage on a flooring quote.
8. Click Save
Save commits the field. It's immediately available on every new job created under the matching service type.
9. Pick a service type when creating a job
When you're creating a new lead or job, pick the service type that has your custom field. Joby reveals only the fields linked to that type, so each kind of service has its own form.
10. Fill in your new custom field
Enter the value. It's saved with the job and visible to anyone who opens the job page, including techs on the mobile app. The data flows into reports and shows up wherever the job appears.
