Mandatory Fields let you enforce the capture of critical information on Jobs and Quotes, helping you maintain compliance, ensure accuracy, and streamline operations both in the field and in the office.
This article will walk you through how to configure mandatory fields for your organisation.
Key Features
Field-Level Configurability: Mark fields as mandatory on Job and Quote records via a new view called Mandatory Fields as seen within the Company Settings area.
Job Templates: When creating Job Templates, only the fields included in the template will appear on jobs created from it. If any of these selected fields are configured as mandatory, the resulting jobs will enforce those mandatory field requirements accordingly.
Trigger Points:
On Web: Validation occurs before saving a Job or Quote.
On Mobile: Technicians must complete mandatory fields before Pausing or Completing a Job or Quote.
Signature & Typed Name Capture Support: Signature fields be it either the typed name and/or digital signature of the customer can be configured as mandatory for both pre and post work job states.
This new configuration option can be found in the Mobile Settings section within Company Settings
Visual Indicators: Mandatory fields are clearly labeled on web and mobile to guide users and encourage them to take action.
Dynamic Validation: Real-time prompts ensure users complete required fields before proceeding.
Offline Considerations: If a technician hasn’t synced and is offline, enforcement is deferred until next sync. Jobs will not error during sync.
Enhancement to Dropdown Field Types Behaviour
Reordering: Dropdown field options can now be reordered by selecting and dragging & dropping an option into a new position within the available list
Archiving: Dropdown field options can now be archived from the available list allowing for better data management
Default Placeholders: Support for ‘null’/blank values in dropdown-type custom fields with placeholder text guidance.
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Mandatory capture of either or both the customer’s signature and/or typed name is now configurable for Pre and Post Work Job states | Options associated to the Dropdown field type can now be reordered or archived |
Who Can Do This?
Only users with the appropriate roles and permissions (typically Admins or Managers) can set up or modify mandatory fields. If you don’t see the options below, contact your system administrator.
Step 1: Navigate to the Mandatory Fields view
Log in to the Web App.
Navigate to Company Settings.
Select Mandatory Fields from the main menu.
Select which core or custom Job fields you would like to be mandatory
Step 2: Configure Mandatory Fields
Select Fields to Make Mandatory
Use the checkboxes to select which fields should be mandatory. You can select fields from the following:
Core fields (e.g., Job Name, Description, Scheduled Date)
Custom fields (e.g., Risk Assessment, Equipment Details)
Set Enforcement Conditions
For each selected field, choose when the field must be filled out:
Web: Before a job or quote can be saved
Mobile:
Before a job can be Paused
Before a job can be Completed
Note: You can apply one or multiple conditions depending on your specific needs.
Step 3: Preview and Confirm
After configuring your rules, review how the mandatory fields will be enforced on the web or mobile and in which state via the new Mandatory Fields view.
Click Save to apply the configuration.
Once saved:
The new rules apply to all new Jobs/Quotes going forward.
Including Jobs created from Job Templates
Existing Jobs/Quotes will pick up the new rules after the next mobile sync by mobile users.
What Technicians See on Mobile
When a field is mandatory:
It is visually indicated with a red asterisk
*If the tech attempts to pause or complete the job without filling it, they’ll receive a prompt to complete it first.
Offline? No problem:
If a technician is offline and hasn’t synced the latest rules, they can still complete their job. Enforcement resumes after the next sync.
Tips for Success
Use placeholder text in custom fields to guide users on what to enter.
For dropdown fields, define a blank/null option if a default is needed.
Archive old dropdown values you no longer want technicians to use.
Test new configurations with a small internal team before rolling out to all users.
Reporting on Mandatory Field Completion
Mandatory fields work with Sigma reports so you can:
Track completion rates by user or job type.
Monitor data quality and compliance across your org.
FAQs
Question | Answer |
Will this block jobs created via API? | No. Jobs created via API or external integrations (e.g., NetSuite, QuickBooks) are not blocked, but the system will return an error response if required data is missing. |
What happens if I change the rules mid-job? | Technicians must sync their mobile devices to get the latest rules. Jobs in progress will pick up new rules on the next sync — unless the job status (like “Pause”) occurred before the rule change. |
Need Help?
If you have questions or want support implementing mandatory fields, please contact our support team or reach out to your account manager.