Latest updates from the Dubsado team
Originally posted: March 15th, 2018
Custom mapped fields make Dubsado YOUR system. You can add in fields that are relevant to your business so always the best most pertinent information showing in the job or client.
To start, add in your custom fields under TEMPLATES >> CUSTOM MAPPED FIELD
On the Custom Mapped Field page click CREATE in the section you'd like to add the field.
CLIENT tab - this is for Custom Fields that only pertain to the client. For example, if you have a client that has multiple jobs with you, this client info will show with each job since it is tied to the client. Perfect for client birthday's, other social media info, how many kids they have, etc...
JOB tab - this is for the Custom Fields that only pertain to the job. This info will only stick on the job and is not tied to the client. Perfect for project or job specific information. Examples might be second job locations, etc...
When adding the custom field, you can type in the title for it, and what it will be short answer or date.
Short Answer - maps to the short answer fields
Date - maps only to date fields.
You can intake information on contracts, sub-agreements, questionnaires, proposals, and lead capture forms. In all these forms, you can use short answer or date fields to map your new information. So when the client fills out this info on the form, it will pull that info also into the job or client.
This is a sample form that was filled out with my custom mapped fields:
Now when the client submits the form it will pull into the job like this:
If you have other custom fields that were added in your TEMPLATE >> CUSTOM MAPPED FIELD area, they will not show in the job or client UNTIL THEY ARE FILLED IN. This helps reduce clutter and unnecessary fields. For example here: MAKE was not a question in my questionnaire. Since it was not filled in, it will not show up in the list on the job until filled in. If you would like to manually fill in the field yourself, you can click EDIT on that section and add:
You can do the same with the client details.
When you add in a mappable field, it also creates a smart field for it so you can have it auto-fill in emails or elsewhere in forms.
***Note, do not change the text within the variable or smart field. If it is changed, the variable will not be valid!***
- I would NOTE create a smart field for EVERYTHING. Only keep the most relevant information you want to be easily seen.
- You can only map short answer and date fields.
- Do not edit or change a smart field's text in any way.