Learn how to efficiently customize the order form in Keystone as an admin with this tutorial. Tailoring the order form to your business needs ensures accurate data collection and a smoother workflow.
Click the gear icon in the top right corner of Keystone to access Settings.
Scroll down to the first section and click on Order Fields (last option in that section).
You’ll see a list of all fields currently on your order form. Grayed-out fields (like Address, Date, Time) are required and cannot be removed.
Click Options next to a field like state. Uncheck any values you don’t use (e.g., uncheck Alaska to hide it from the dropdown).
For non-required fields (not grayed out), use the toggle on the left to remove them from the order form (e.g., Community Name).
In the Validation column, choose:
- None (no warning)
- Minor (Yellow warning shows, but order can be submitted)
- Major (Red warning shows, but order can be submitted)
Click Options next to a field like Foundation to customize the choices. Remove any types that don’t apply to your inspections.
Need a New Field?
If you want to add a completely new field, contact Keystone support to submit a feature request.
That is how you customize the order form within Keystone.
If you need additional assistance, please submit a request through iGopher for support.