Customer PO or Work order numbers on booking screen

Previous Contributor
Former Community Member

Is there a way to add "Customer PO" to the call booking screen so I dont have to go back into the edit screen after the job has been booked?

12 REPLIES 12

Previous Contributor
Former Community Member

Karen, would you put it under location record under "where it appears" to get it to show up on call booking screen? Thank you!

karenhaw
New Contributor III

Yes you can definitely do this - go to your settings and locate "custom fields" From here you can add custom fields on the call booking screen, and name it whatever you want. We find this helpful for home warranty work order numbers and such.

Previous Contributor
Former Community Member

Yes! This would be very helpful and would make work-flow better.