Can different job types have different fields?

Yes — each job type has its own set of custom fields. When you select a job type on a lead, only the relevant fields appear.

Can I use custom fields in templates?

Yes — custom fields can be used as merge variables in SMS and email templates.

Is there a limit to how many fields I can create?

There's no hard limit. Create as many fields as your workflow requires.

Custom Fields

Capture any data with custom fields.

Add custom fields to leads per job type. Text, number, dropdown, checkbox, date — configure exactly the data your team needs to capture.

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Custom Fields — Configuration

Fields for "Repair" Job Type

Equipment Type

Dropdown

Required

Warranty Status

Checkbox

Estimated Duration

Number (hours)

Required

Special Instructions

Text

Key features

Add custom fields per job type — each type gets its own field set

Supported types: text, number, dropdown, checkbox, date, phone, email

Mark fields as required or optional

Fields appear on the lead form and detail view

Search and filter leads by custom field values

Use custom fields in workflow conditions and templates

Reorder fields with drag-and-drop

No coding required — configure from Settings

Capabilities

Per-Job-Type Fields

Different job types show different custom fields.

Field Types

Text, number, dropdown, checkbox, date, phone, email, and more.

Required Fields

Mark fields as required to ensure data completeness.

Search & Filter

Filter your lead list by custom field values.

Template Merge

Use custom fields as merge variables in message templates.

Drag-and-Drop Order

Reorder fields to match your team's workflow.

How teams use it

Admin

Define the exact data points your team needs to capture per job type. Ensure consistency across all leads.

Office Agent

Fill in relevant custom fields during intake. See all required information at a glance on the lead form.

Owner

Report on custom field data to understand job patterns and optimize operations.

Frequently asked questions

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