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Custom Fields

Extend items, houses, themed rooms, and contacts with the fields your team needs to track.

Overview

Custom fields let an admin add new pieces of information to the records your team already tracks. When the built-in fields don't capture the way your business works, a custom field fills the gap. You might add a lockbox code on a house, a vendor SKU on an item, or a preferred contact method on a client.

Once a custom field exists, it shows up on the matching detail and edit forms next to the built-in fields, can be added as a column on list pages, and is included in exports. Values are saved per record, so each item or house can have its own answer.

Custom fields can be added to five record types:

  • Items are anything in your inventory.
  • Houses are staging projects on the houses page.
  • Contacts are the clients and agents you keep on file.
  • Categories are the taxonomy you use to group items.
  • Themed Rooms are reusable room templates.
Custom Fields settings page on the Items tab showing a Vendor SKU text field, a Material dropdown with four options, a Last Cleaned date field, and a Discontinued checkbox
Each tab manages the custom fields for one record type.

Who can manage custom fields

Adding, editing, and deleting custom fields is an admin-only setting. Stagers fill in the fields, movers see the values, but the field list itself is locked down.

Field management lives under Settings › Company, behind the Custom fields link. The page has a tab for each record type: Houses, Items, Contacts, Categories, and Themed Rooms. Each list of fields is managed in isolation.

Field types

Pick the type that matches the kind of value you'll store. The type sets the input control, the validation, and how the value behaves in filters and exports.

  • Text holds a single line of text.
  • Notes gives a multi-line text area for longer descriptions.
  • Email stores an email address, validated on save.
  • Web Address stores a URL, validated on save.
  • Phone # stores a phone number.
  • Checkbox is a true/false toggle.
  • Date holds a single calendar date.
  • Number stores a decimal number.
  • Integer stores a whole number.
  • Dollars stores a currency amount.
  • Dropdown offers a list of preset options to pick from.

Adding a field

Open the tab for the record type you want to extend, then walk through the dialog.

  1. Open the right tab

    From Settings › Company, open Custom fields, then pick the tab for the record type you want to extend (for example, Items), and click Add Field.

  2. Name the field

    Enter the label your team will see on edit forms and detail views. Use the wording your team already uses out loud. Clarity beats brevity.

  3. Pick a type

    Choose a field type from the list. For a Dropdown field, an options editor appears so you can add the choices users will pick from.

  4. Mark required (optional)

    Toggle Required on if a value must be filled in before a record can be saved.

  5. Save

    Click Add Field in the dialog.

Dropdown options

Dropdown fields have an extra layer: the list of options the field offers. Each option has a label your team picks from the menu.

Add options one at a time in the dropdown editor. Existing fields can be edited later to add new options, rename an option, delete an option, or drag options into a new order. Reordering changes the order options appear in the dropdown menu on edit forms.

Editing a field

Most things about a field can change after creation. The exception is the type, which is fixed at creation time.

  1. Open the field

    From the tab, click Edit on the field you want to change.

  2. Update the label or required flag

    Rename the field, or toggle Required on or off. Renames flow through immediately. Every form, list column, and export starts using the new label.

  3. Adjust dropdown options

    For a Dropdown field, add, rename, delete, or reorder options in the same dialog.

  4. Save

    Click Save. Changes are live across the app.

Deleting a field

When a field is no longer relevant, delete it from the same Edit dialog.

  1. Open the field

    Click Edit on the field you want to remove.

  2. Click Delete

    Click Delete at the bottom of the dialog and confirm in the prompt.

Where custom field values appear

Once a field exists, it joins the built-in fields throughout the app for that record type.

  • Detail views show the field's label and current value on the record's detail page, alongside the built-in fields. Dropdown fields show the option label, not the underlying value.
  • Edit forms give the field the input control that matches its type: a text box, a checkbox, a date picker, a number input, or a dropdown menu. Required fields block save until they're filled in.
  • List columns. On the matching list page, custom fields can be added as columns using the column picker, where they behave like built-in columns for sorting and filtering.
  • Exports of that record type include a column for each custom field.
Item edit form showing built-in fields like Name, Quantity, and Vendor next to custom fields Vendor SKU, Material, Last Cleaned, and Discontinued
Custom fields render alongside built-in fields with the right input control for each type.

Plan limits

The number of custom fields a company can keep on the books depends on the subscription plan.

When the limit is reached, Add Field shows a message explaining how many fields the current plan allows. Existing fields can still be edited or deleted; only adding more is blocked. Upgrading the plan raises the cap. See billing and plans for what each tier includes.

What's next

Custom fields earn their keep once they're filled in across your records. Likely next stops:

  • Add custom fields to your inventory items and surface them as columns on the items list.
  • Track project-specific details on every house you stage.
  • Capture the right notes on each client and agent you work with.