Keeping your projects organized and moving through stages smoothly is key to running an efficient operation. This feature helps your team stay on track, reduces manual updates, and ensures nothing falls through the cracks.

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

Click “Page Layout”.

Click “Custom Fields” and go to “Service Maintenance”.

Click “Add”.

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

You can view the details under the “Custom Fields” section. Follow the below steps to set Layout for Service Maintenance:

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

Click “Add”.

Enter “Page Name” and click “Next”.

Click “Add” to add “Custom Sections”.

Enter the “Custom Section” name and click “Add”.

Drag and drop the required fields to the “Custom Sections”. Click “Save”.TheLayoutforService Maintenanceis ready. Related ArticlesProject Page LayoutCustomer Page LayoutHow To Create A Custom Leads Page LayoutHow to Order Service Type from Service Management in Completed ProjectsHow to Add Multiple-Inputs in Custom Fields of a Project

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.