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How to Add Custom Fields and Layout for Service Maintenance in Projects

Updated this week

Service types appear under the “Service Maintenance” section of completed projects. These allow you to define the types of services that can be requested for maintenance or follow-up work after a project is completed.

Here’s how to add Custom Fields for Service Maintenance:

Step 1: Select “Database” from the “Manage Database” section on the left panel.

Step 2: Click “Page Layout”.

Step 3: Click “Custom Fields” and go to “Service Maintenance”.

Step 4: Click “Add”.

Step 5: Enter the “Label”, “Is Required”, “Type” of custom field, and any other required fields. Click “Save”.

Step 6: You can view the details under the “Custom Fields” section.

Follow the below steps to set Layout for Service Maintenance:

Step 1: Under “Page Layout” click “Layouts” and go to “Service Maintenance”.

Step 2: Click “Add”.

Step 3: Enter “Page Name” and click “Next”.

Step 4: Click “Add” to add “Custom Sections”.

Step 5: Enter the “Custom Section” name and click “Add”.

Step 6: Drag and drop the required fields to the “Custom Sections”. Click “Save”.

The Layout for Service Maintenance is ready.

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