How to Create Custom Quotation Fields?

How to Create Custom Quotation Fields?

Zuper offers out-of-the-box fields including Quote Date, Expiry Date, Reference Number, and attachments, on top of this, you can also create your own Custom Fields that are tailored to your business. When you create a custom field in the Quotes module, it will be displayed on the New Quotes Form and the Quotes Details Page.

Creating a Custom Quotation Field

  1. To create a Custom Quotation Field, navigate to the "Settings" icon in the Menu.
  2. Locate the "Custom Fields & Checklist Settings" section and select "Quotation Fields".
  3. You will be directed to the "Quotation Fields" page which displays different types of fields available at your disposal as "Available Components".

    1. Single-Line Input: This allows you to create a field to enter a single line of free text. 
    2. Multi-Line Input: This allows you to create a field to enter multiple lines of free text.
    3. Date Input: This allows you to create a field where you can select specific date from a calendar.
    4. Time Input: This allows you to create a field where you can select a specific time.
    5. Date Time Input: This allows you to create a field where both date and time can be selected.
    6. Drop-down: This allows you to create a drop-down field with the required list of options.
    7. Checkbox Input: This allows you to create check-boxes where the provided options can be checked.
    8. Radio Input: This allows you to create a Radio Input Field where one of the provided options can be selected. 



  1. From available components, select the required type of field and drag it into the "Current Estimate Custom Fields" section and click on the component to edit it.
  2. If you would like to remove/delete a particular field, select Delete or click and drag the field out of the "Current Estimate Custom Fields" area.

Note: If a particular field needs to be hidden from Field Technician's on the "Zuper Pro" mobile application, click on the field, select the "Hide to Field Executive" checkbox and click on "Save".

                                                       

 



    • Related Articles

    • How to create a Job on the Zuper Mobile app?

      Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job.  1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from the bottom-right ...
    • How to Create Custom Customer Fields?

      Although Zuper offers an array of out-of-the-box fields and field types including text, number, date, and attachments, there are provisions to create your own Custom Fields that are tailored to your business. When you create a custom field in the ...
    • How to Create Custom Invoice Fields?

      Zuper offers out-of-the-box fields including Invoice Date, Due Date, Reference Number, Payment Terms, and attachments, on top of this, you can also create your own Custom Fields that are tailored to your business. When you create a custom field in ...
    • How to Create a Job Checklist and custom job fields?

      Job Checklists are tools that can be used to overcome the pitfalls of manual processing. This job checklist ensures that a Field Technician carries out his/her tasks in a consistent manner. Administrators or Supervisors can create checklists for ...
    • How to Create and Edit Quotation & Invoice Templates?

      Quotations are documents that approximate how much a job will cost right before the technician begins a job. Once the customer accepts the quotation and the job gets done, that specific quotation is converted to an Invoice specifying how much your ...