Create Custom Fields

What this guide covers

This guide explains how to create custom fields that extend the default data model in JobsiteOn. Custom fields let you capture business-specific information on contacts, jobs, properties, and invoices without changing the core platform.

Before you begin

• You need Owner or Admin permissions.
• Plan your custom fields before creating them. Removing a field later does not delete the data, but it hides it from the interface.

Step 1: Open custom fields settings

1. Go to /settings.
2. Under the Workspace group, click Custom Fields.
3. The custom fields management page shows all existing fields grouped by entity type.

Screenshot: The custom fields page showing tabs for Contacts, Jobs, Properties, and Invoices, with a list of existing custom fields and an Add Field button.

Step 2: Choose the entity type

Click the tab for the entity you want to add a field to:

• Contacts -- additional customer data.
• Jobs -- additional job details.
• Properties -- additional property attributes.
• Invoices -- additional invoice metadata.

Step 3: Create a field

1. Click Add Field.
2. Enter a Field Name (e.g., "Referral Source" or "Gate Code").
3. Select the Field Type:
   • Text -- short free-text input.
   • Long Text -- multi-line text area.
   • Number -- numeric input.
   • Date -- date picker.
   • Dropdown -- predefined list of options.
   • Checkbox -- yes/no toggle.
4. If you chose Dropdown, enter the options separated by commas.
5. Toggle Required if the field must be filled when creating a record.
6. Click Save.

Animation: Creating a dropdown custom field called "Referral Source" with options "Google, Referral, Yard Sign, Social Media" and toggling Required off.

Step 4: Reorder fields

Drag custom fields in the list to change their display order on forms. Fields appear on the creation and edit forms in the order shown here.

Step 5: Use the custom field

Navigate to the entity type (e.g., /contacts) and create or edit a record. Your custom field appears below the standard fields.

Tip: Use dropdown fields instead of text fields whenever possible. Dropdowns ensure consistent data and make filtering and reporting easier.

Editing and deleting fields

• Edit -- click the field name to change its label, type, or options. Changing the type may cause existing data to display differently.
• Delete -- click the overflow menu (...) and select Delete. The field is hidden from the interface, but existing data is preserved in the database.

Custom fields in reports

Custom fields are available as filter and grouping options in the custom report builder. Use them to segment data by business-specific attributes.

Note: Custom fields do not sync to QuickBooks. They are JobsiteOn-only data points.

Related articles

• Navigate the Settings Page
• Build Custom Reports
• Import and Export Settings