Add custom fields

Custom fields let you add your own details to records in Homeforce. Use them for anything the built-in screens don't ask for: a gate code on a customer, a permit number on a job, a roof type on a lead.

Owners and admins can add and change custom fields.

#Where to find them

Go to Settings → Forms & checklists and click Manage custom fields, or go straight to /settings/fields.

The tabs across the top are the record types you can add fields to: Customers, Leads, Jobs, Estimates, Properties and Equipment. Each tab shows how many fields it has.

#Add a field

1. Click the tab for the record type you want, for example Jobs.
2. In the Add a field card, type a Label, like "Permit number".
3. Check that On shows the right record type.
4. Pick a Type (see below).
5. For a dropdown, type the choices in Options, separated by commas, like "Tile, Shingle, Metal".
6. Tick Required on forms if people must fill it in.
7. Click Add field.

#Field types

Type	Use it for
Text	Short notes, codes, model numbers
Number	Square footage, tonnage, number of rooms
Date	Install date, permit expiry
Dropdown	A fixed list of choices
Checkbox	Yes/no questions, like "HOA approval needed"
File	A document attached to the record, like a site plan

A required field must have a value before the record saves. File fields can't be made required.

#Change the order

Fields show on forms and record pages in the order listed. Use the up and down arrows at the left of each row to move a field.

#Edit or archive a field

• Click a field's name to open it. You can change the Label, the dropdown Options and Required, then click Save. You can't change a field's type after it's created.
• To retire a field, hover over its row and click Archive. Values already saved on records are kept.