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Administrator Guide
Last Updated: 2026-04-17
Set Default Fields for Job Views

Set Default Fields for Job Views

You can customize the default job view data points for both client and associated vendor tenants, enabling you to select the fields most relevant to you. You can focus on key information and review records more efficiently across list and card views.
These settings control the information that company users see for Applicants, Contractors, Jobs, and the information that vendors can view.
  1. From the header, select
    More
    Company Settings
    .
  2. From the
    Jobs & Work Orders
     section, click
    List/Card View Defaults
    .
  3. Click
    Customize Tenant Defaults
    .
  4. You can select up to 6 data points for each list.
    1. Job List Data (Client View)
    2. Job List Data (Vendor View)
    3. Applicant List Data (Client View)
    4. Applicant List Data (Vendor View)
    5. Contractors List Data (Client View)
    6. Work Order List Data (Client View)
    7. Work Order List Data (Vendor View)
  5. (Optional) To remove a data point, clear the corresponding check box.
  6. Click
    Apply
    .