Before you start #
Field types are selected when adding a field to a worksheet in Settings → Worksheets.
Open the worksheet builder #
Edit the worksheet and select Add a Worksheet Field.
Choose a field type #
Use the Field Type selector to choose the format that suits the information being collected.
Configure the field #
Enter a Field Label. Add Instructions if helpful. For Dropdown / Select, enter the available choices in Dropdown Field Options. Mark Required when the field must be completed.
Save the field #
Save the field, then arrange it in the worksheet builder. Save the worksheet’s display options when finished.
What happens next #
The field appears in the worksheet template and can be completed when the worksheet is attached to a job.
Common questions #
What types can I use?
Textbox, TextArea, Checkbox, Dropdown / Select and Date.
Can fields be required?
Yes. Use the Required option on the field.
Last verified: 25 October 2026. This guide reflects the interface and workflow at that time.
