Custom Fields allow you to add unique information boxes for your properties, inspections, clients, clerks, or general account — for example, to record meter readings, energy usage, or other specific data your workflow requires.
Accessing Custom Fields
From your web dashboard, navigate to Settings → General tab.
Scroll to the bottom of the page to manage Custom Fields. Choose the area you want to customise:
Properties
Inspections
Clients
Clerks
General Account
Adding a Custom Field
Go to the record type (e.g., Property) and open the Info page.
Click Manage next to Custom Fields.
Select Add New Field.
Enter your field name and details.
Choose options:
✅ Show on Filter List – Makes the field searchable.
✅ Required – Makes the field mandatory for all new records.
Once saved, your custom field appears in the property details panel.
Now when adding or updating a property, the custom field will be present.
ℹ️ A red asterisk (✱) indicates a required field that must be completed before saving.
External Data Sources (Advanced)
You can enable External Data Sources for custom fields to automatically pull data from:
Third-party integrations (e.g., Fixflo, Reapit, etc.)
External URLs (e.g., weather or utility data)
To use this option:
Tick External Data Source when adding a custom field.
Select your integration or data source from the dropdown list.
⚠️ You must have an active integration enabled to select it.
Viewing and Using Custom Fields
Once added, your custom fields appear on the info panel of the selected record.
If “Show on Filter List” is enabled, you can filter and search by this custom field directly under the Properties or Inspections tab.
Example Use Cases
Capture utility meter readings for each property.
Track assigned service regions for clerks.
Record client-specific preferences or compliance information.
Sync data from external systems via integrations.