Custom fields

Custom fields let you add extra data capture to your core records — customers, jobs, quotes, and invoices — without any coding. For example, an HVAC company might add “Equipment model” and “Refrigerant type” to jobs; a cleaning company might add “Access code” to customers.

You define the fields once in Settings; they appear on the create and edit forms for the relevant entity and are saved with the record.

Open Settings → Custom fields. Choose the entity type (Customer, Job, Quote, or Invoice), then add a field. Each field has a label (what appears on the form), a type (text, number, date, yes/no, or a list of choices you define), and an optional placeholder or hint.

Fields you create appear on every new and existing record of that type — you don’t need to opt in per record.

When you create or edit a customer, job, quote, or invoice, a Custom fields section appears below the standard fields. Fill in the values that apply; fields you leave blank are saved as empty rather than blocking the form.

Custom field values are also visible on the record’s detail page so you can refer to them at a glance.

If a customer fills out your intake form and provides information that maps to a custom field on the resulting job, that answer is automatically carried into the job’s custom fields — nothing is dropped.