Custom Fields

Add fields to capture information specific to your business.

Creating a Custom Field

1. Go to Settings → Custom Fields
2. Select where to add the field:
   • Customers
   • Jobs
   • Quotes
   • Products
3. Click Add Field
4. Configure the field:
   • Name — What you'll call it
   • Type — Text, number, dropdown, etc.
   • Required — Must be filled in
   • Default value — Pre-filled value
5. Click Save

Field Placement

Custom fields appear:

• On the relevant record (customer, job, etc.)
• In the details panel
• In forms when creating or editing

Reordering Fields

Drag and drop to reorder:

1. Go to Settings → Custom Fields
2. Select the record type
3. Drag fields up or down
4. Order is saved automatically

Editing a Field

1. Go to Settings → Custom Fields
2. Click on the field
3. Make changes
4. Click Save

Deleting a Field

1. Go to Settings → Custom Fields
2. Click on the field
3. Click Delete
4. Confirm

Using Custom Fields

Once created, custom fields appear when:

• Creating a new record
• Editing an existing record
• Filtering and searching
• Exporting data

Examples

Cabinet Makers:

• Material preference (dropdown)
• Colour code (text)
• Handle style (dropdown)

Plumbers:

• Property type (dropdown)
• Hot water system type (dropdown)
• Meter location (text)

Builders:

• Council permit number (text)
• Site supervisor (text)
• Stage (dropdown)