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Who uses this: You create custom fields in the Custom Fields tab of Company Settings, and each field’s Field Visibility by Role setting controls whether Managers, Service Agent, or both see it. Availability: All regions.
A customer custom field is a field you build yourself so your customer records can hold data the standard record does not already capture. You create each field once in Company Settings, choose the type of data it accepts, and decide who can see it — your team, and optionally your customers and suppliers.

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Overview

Custom fields let you store and display any data you want on your customer records. Common examples are a serial number, a filter size, a model number, or a lead source. You define each custom field once, and each field carries four decisions:
  • Type — the kind of data the field accepts, from free text through to a drop-down list of options you define.
  • Field Visibility by Role — which team members see the field on the customer record.
  • Cascade to Related Record — the other FieldPulse records the field’s data is carried onto.
  • Is visible to customer & supplier — whether external parties see the field on the documents they receive.
You can also set the order your custom fields appear in.

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Video walkthrough

Video walkthrough: creating custom fields on customer records

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Before you begin

  • Decide which roles should see the field — Managers, Service Agent, or both. Every custom field carries its own role visibility.
  • Decide whether the field’s data should cascade onto related records such as jobs, estimates, and invoices.
  • Decide whether customers and suppliers should see the field on the PDFs and reports they receive.
  • For a Drop-down field, write out the options you want and pick which one is the default before you start.

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Step-by-step setup

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Create the custom field

  1. Go to Company Settings, select the Customers tab, then open the Custom Fields sub-tab. The Administration area with Company Settings selected in the left menu, the Customers tab open, and the Custom Fields sub-tab highlighted above the Custom Fields for Customer Records list
  2. Select Create New. The Custom Fields for Customer Records list with the green Create New button highlighted in the top right, above existing fields such as Marketing Source, Referral Source, and Lead Source
  3. In the Add Custom Field window, enter the Field Name. The Add Custom Field pop-up with the required Field Name box highlighted at the top, above the Type, Field Visibility by Role, Cascade to Related Record, and Is visible to customer & supplier settings
  4. Open the Type dropdown and choose the kind of data the field holds. The Type dropdown open in the Add Custom Field pop-up, listing Free Text, Number, Date, Drop-down, and Checkbox
  5. Open Field Visibility by Role and check Managers, Service Agent, or both. The Field Visibility by Role selector with blue check marks next to both Managers and Service Agent
  6. Open Cascade to Related Record and select the records the field’s data should also appear on.
    The Cascade to Related Record list showing the Job, Estimate/Invoice, and Project options
    More of the Cascade to Related Record list, showing the Maintenance Agreement, Order, and Material List options
  7. Set the Is visible to customer & supplier toggle on or off.
  8. Save the custom field.

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Add options to a Drop-down field

Choosing Drop-down as the Type adds a Field Options section to the bottom of the Add Custom Field window.
  1. Select + Add New Option. The Add Custom Field pop-up with Type set to Drop-down and the + Add New Option link highlighted next to a Field Options section marked Empty
  2. Give the option a name, then select the save icon next to it. A Drop-down custom field named How many stories in the home with the save icon highlighted beside the option value, and a second option marked Default below it
  3. Repeat for each option you want in the list.
  4. Choose which option is the Default. The default option appears in blue text and shows on the customer record until a user with permission edits it.

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Where custom fields appear on customer records

Custom fields appear under the Additional Fields section when your team creates or edits a customer record, and each field uses the input control for its type — a text box, a number box, a date picker with a calendar icon, a toggle, or a drop-down list. The Additional Fields section of a customer record showing a Region drop-down, a Pre-Authorized Invoice Limit text box, an Order Date date picker, a Visit Confirmed toggle, and a Number Field box
Mobile apps need a full re-sync before a newly created custom field appears, which sometimes means logging out and logging back in.

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Settings reference

Every custom field carries a type plus three settings that control who sees the field and which other records its data appears on.

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Field types

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Field options

Your setup is working when a team member opens a customer record, finds your new field under Additional Fields, and only the roles you checked can see it.