Settings
System configuration & company preferences
Custom Fields
Extend Jobs, Customers, Quotes, Invoices, and Contacts with your own fields — no code.
Site Conditions
Textarea
Visible to: PM, Crew Lead
Weather Requirements
Dropdown
Visible to: PM, Crew Lead, Dispatcher · Options: Any | Dry only | Above 40°F | Indoor only
Access Restrictions
Text
Visible to: All
Field Type Reference
Available data types for custom fields.
Text
Short single-line free-text.
Textarea
Multi-line free-text.
Number
Integer or decimal.
Date
ISO date picker.
Dropdown
Select from a list of options.
Checkbox
True / false toggle.