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. 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".

                                                       

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

Note: If a particular field needs to be a read-only field on the "Zuper" mobile application, click on the field, select the "Mark as Read-only" checkbox, and click "Save".

Note: If a particular field needs to be a hidden field on the "Zuper" mobile application, click on the field, select the "Mark as Hidden Field" checkbox, and click "Save".

Note: If a particular field needs to be a mandatory field on the "Zuper" mobile application, click on the field, select the "Mark as Required" checkbox, and click "Save".