Custom Scheduling Fields Can Now Live in Any New Order Form Section

What's New

Admins can now choose which section of the new order form each custom scheduling field appears in, instead of having every custom field grouped at the bottom under Order Settings.

Why It Matters

Custom fields show up next to the information they relate to, so schedulers spend less time scrolling to find and fill them out.

Details

Assign a section from the field editor
— open the edit modal for any custom scheduling field and pick the order form section it should appear in.

Or drag and drop
— from the Manage Custom Scheduling Fields page, enter edit mode for arranging field order and drag fields between sections.

Custom fields render at the bottom of their assigned section
, after that section's built-in fields.

Existing fields are unchanged
— any field without an assigned section stays in Order Settings.
Configuration is
Admin only
.

Note:

Section placement only applies to the new order form. The legacy "new inspection" form is not affected by these settings, though the configuration is still visible if your company hasn't switched to the new order form yet. Learn more about the new order form here.

Timing & Audience

Available to all companies now.