Customize work order labels in the Scheduler

Choose which fields appear on work orders in the planning board.

By default, the Scheduler shows the customer name and location on each work order.

You can change this to show the fields that matter most to your planners.

1

Open Scheduling board settings

Open the Scheduler.

Click the three dots in the top-right corner.

Then choose Scheduling board settings.

2

Find Scheduler field name

Open the Scheduler field name section.

3

Choose the fields to show

Select the fields you want on the work order card.

You can also change the order by dragging fields into position.

4

Add extra fields if needed

Click Add when you want to include extra free fields.

5

Save the change

Click Save.

The updated labels appear on the planning board.

Common field choices

Teams often show fields like:

• customer name
• work type
• city
• short work description

You can also show indicators for notes, forms, attachments, or pictures.

Frequently asked questions

Can I change the order of the labels?

Yes.

Drag the selected fields into the order you want.

Can I add custom free fields?

Yes.

Use Add if those fields are available in your setup.

Related topics

• Scheduler
• Change the Scheduling Board screen configuration