Custom fields and layouts

Add custom fields

Track your own details, like gate codes, permit numbers or roof type, on customers, leads, jobs, estimates, properties and equipment.

Fill in and find custom fields

Where your custom fields show up, how to fill them in, and how to use them in lists, exports and Flows.

Filter, sort and save list views

Pick columns, add filters, sort, and save views of your customers, leads, jobs, estimates and invoices lists.

Build forms and checklists

Create inspection, safety and sign-off checklists that techs fill out in the field app, attached to your job types.

Customize the sidebar

Reorder, hide and favorite pages in your own sidebar, and set the default sidebar for each role.

Custom fields and forms by trade

Ideas for the custom fields, checklists and saved views different trades set up in Homeforce.