Fill in and find custom fields

Once you've added custom fields, they appear in the places your team already works. This article covers where to find them and what you can do with them.

#On new customers and leads

When you add a new customer or lead, your custom fields for that record type appear in a More details section of the form. Required fields must be filled in before the form saves.

#On record pages

Customer, job and estimate pages have a Custom fields section. Click a value to change it. It saves as soon as you click away, pick a dropdown choice or tick a checkbox.

For a File field on a job or estimate, upload the file right in that section. The file name shows as a link to open it.

Anyone who can edit the record can edit its custom fields. For example, a tech can fill in fields on jobs they're assigned to.

#In the mobile app

The mobile app shows custom fields on customers, leads, jobs and estimates, grouped under Custom fields on the edit form. File fields aren't available in the app yet; add files from the web app.

#In lists

Every custom field is available as a column in the customer, lead, job and estimate lists. They're hidden until you turn them on:

1. Open the list, for example Jobs.
2. Click Columns.
3. Tick the fields you want to see.

You can then sort, filter and save views with them. See Filter, sort and save list views.

#In exports

When you export customers, jobs or estimates from Settings → Data import/export, each custom field comes along as its own column, named like custom.permit_number.

#In Flows

If your company uses Flows, custom fields on customers, jobs, leads and estimates can be used as conditions, like "only if job.custom.permit_number is empty".