Track what your trade actually runs on.
Roof age. Panel size. Square footage. Warranty expiry. The detail that decides the job is different in every trade, and it should not have to live in the notes field where nothing can filter or act on it.
A field is worth having if you can do something with it.
Add the fields your work needs.
Set up fields for the details that matter to you, with the input type that fits, so the data comes in clean instead of as freehand text.
- Text, number, date, and choice fields
- Apply them to contacts, jobs, or both
- Name them the way your team already talks
Structured data beats a notes field.
and jobs, both
captured at first touch
across the pipeline
as conditions and branches
The reporting gets better too.
Fields you defined show up when you are looking back at the quarter, so you can group work the way your business is actually organized rather than the way a generic CRM assumed it would be.
- Group by your fields. Break results down by the categories you defined.
- Cleaner exports. Structured values instead of parsed note text.
- Consistent entry. Choice fields keep the same job typed the same way.
What you can do with custom fields.
Custom field questions.
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What kinds of fields can I create?
Text, number, date, and choice fields, applied to contacts, jobs, or both. Choice fields are worth using wherever you can, because they keep the same thing typed the same way every time.
Can I collect a custom field on my website form?
Yes. Custom fields can be added to any form or survey you build, so the value arrives on the contact record at submission rather than being chased down later.
Can I filter my pipeline by a custom field?
Yes. Once a field exists, you can filter and segment the board on it, which is the main reason to use a real field instead of the notes box.
Do custom fields work in automations?
Yes. You can branch a workflow on a field value, route leads by it, or trigger follow-up off a date you track yourself, so the follow-up fits what the homeowner actually told you.
Is this the same as custom values?
No. Custom fields hold information about a specific contact or job. They are the ones you want for tracking roof age or panel size on a given customer.
