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🧩 Custom fields

Add your own fields — everywhere

Every trade comes with its own job questions. Add yours on top: a gate code on jobs, a strata number on customers, a warranty on quotes, a PO number on invoices, a bin location on stock.

Included in: ✓ Free✓ Pro✓ TeamFree: 2 fields · Pro & Team: unlimited

How custom fields works

4 simple steps — watch it, or tap a step.

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Step 1 of 4

Add a field

Settings → Custom fields: name it and pick a type — text, number, dropdown, yes/no, date.

Custom fields · how it works

What you get

Six places

Jobs, customers, quotes, invoices, stock items and expenses.

Any type

Text, number, dropdown, yes / no, date or long text — required if you like.

On documents

Choose which fields print on invoices and quotes.

Ask customers

Put job fields on your booking page and quote form.

Free: 2 fields · Pro & Team: unlimited. Compare every plan →

Custom fields for your trade

Works the same for every trade — with your trade’s services and questions.

Questions

Can I hide questions I don’t use?

Yes — untick any of your trade’s built-in questions.

Are old answers kept?

Yes, switching a field off hides it but keeps the answers.

How many fields can I add?

Two on the Free plan, as many as you like on Pro and Team.

More features

Ready to get to work?

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