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 be asked the same way every time instead of scribbled in the notes.
14-day free trial, no credit card required.
How custom fields work in Revcore
Add the fields your work needs.
Sixteen field types, from dropdowns and dates to file uploads and signatures
Try it freeAsk for it at the very first touch.
Add any custom field to a form from the builder
Try it freeWhat you can do with custom fields.
- Text fields
- Number fields
- Date and time fields
- Dropdowns and checkboxes
- File upload fields
- Signature fields
- Contact fields
- Opportunity fields
- Company fields
- Job fields
- Fields on forms
- Fields on surveys
Works with the rest of Revcore
Forms and embeds
Collect custom fields at the first touch.
CRM
The customer records your forms fill in.
Automations
Follow up automatically when a form comes in.
Surveys
Fill several fields in one multi-step survey.
Job tracking
Job-level fields on the record the crew works from.
Reporting
Collected, close rate, and pipeline over any date range.
Compare CRMs
What are custom fields in a contractor CRM?
Custom fields are fields you add to a CRM yourself to track details the standard fields do not cover, such as roof age, panel size, square footage, or warranty expiry. In Revcore, you create fields for contacts, opportunities, companies, and jobs, choose from sixteen field types, and add them to the lead forms and surveys you embed so the homeowner answers them at the first touch.
The difference between a custom field and a note is consistency. A roof age typed into the notes box is a sentence someone has to read. The same value asked as a number or a dropdown comes in the same shape every time.
Choice fields are worth using wherever you can, because they keep the same answer spelled the same way every time, which keeps your records clean.
Which plan includes it
Custom fields come with the Revcore CRM.
Custom fields work with the forms and surveys the CRM includes, on every plan.
Compare plans on the pricing pageCustom field questions.
Still deciding if Revcore fits your crew? Talk to our team.
What kinds of fields can I create?
Sixteen types: single line, multi line, number, phone, money, email, date, time, URL, single and multiple dropdowns, radio, checkbox, file upload, signature, and a text list. Contact, opportunity, and company fields are set up in one place, and job fields in job settings. Choice fields are worth using wherever you can, because they keep the same thing typed the same way every time.
What custom fields should a contractor track?
The details that change how you quote, schedule, or follow up. Roofers often track roof age and material, HVAC shops track equipment age and model, solar installers track system size and utility, and remodelers track square footage and budget range. If a detail decides the next step, it belongs in a field, not the notes.
Can I collect a custom field on my website form?
Yes. Custom fields can be added to any form or survey you build from the form builder, so the answer comes in with the lead rather than being chased down later. Use a choice field on the form where you can, so homeowners pick from your options instead of typing their own.
Can I filter my pipeline or build automations on a custom field?
Not today. Custom fields are collected on forms and surveys and kept with the record. Filtering the pipeline and branching workflows on your own fields are not available yet.
Should I use a custom field or a note?
Use a field for anything you want asked the same way every time. Use a note for context that only a person needs to read, like a gate code or what the homeowner said about the dog.
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.
