Custom Fields & Forms

Field Types

Create various types of custom fields:

• Text: Single-line text input
• Textarea: Multi-line text for notes and descriptions
• Number: Numeric values with optional min/max
• Date: Date picker for scheduling and tracking
• Dropdown: Select from predefined options
• Checkbox: Yes/no or multiple choice options
• File Upload: Attach documents or images
• Email/Phone: Validated contact fields

Creating Custom Fields

Add custom fields to any module:

1. Go to Settings → Custom Fields
2. Select the module (Clients, Projects, Invoices, etc.)
3. Click "Add Custom Field"
4. Choose the field type
5. Set field name and label
6. Configure validation rules (required, format, etc.)
7. Set default values if needed
8. Save and the field appears in your forms

Custom Forms

Build complete custom forms:

• Service request forms for your website
• Customer intake questionnaires
• Equipment inspection checklists
• Safety compliance forms
• Customer satisfaction surveys
• Pre-service information collection

Forms can be shared via link, embedded on your site, or used internally.

Field Visibility & Permissions

Control who sees and edits custom fields:

• Set fields as required or optional
• Show fields only to specific user roles
• Hide fields on mobile vs. desktop
• Display fields conditionally based on other values
• Make fields read-only for certain users