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- Hi, Im Gurjeet from Jobber. Lets go over how to create custom fields. Custom fields are a great tool for recording and tracking extra information in Jobber. These can be used for information you want to track that there isnt already a field for. Common uses include tracking the salesperson on quotes and adding PO numbers to jobs. To create or edit a custom field, from the Settings menu, click Custom Fields. Custom Fields can be created on various levels of your workflow in Jobber, including clients, properties, quotes, jobs, and invoices. They can also be created on team members for storing extra information about employees. To create a custom field, click ADD FIELD on the level you want it created on. Custom fields can also be transferrable, meaning they will transfer forward in the workflow. For example, if you have a custom field on a client, that field and its information would transfer to the quote, job, and invoice. This is a great way to track info across items in Jobber. C