Configuration
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. If the built-in fields don't capture the way your business works — a lockbox code on a house, a vendor SKU on an item, a preferred contact method on a client — a custom field fills the gap.
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 — anything in your inventory.
- Houses — staging projects on the houses page.
- Contacts — clients and agents you keep on file.
- Categories — the taxonomy you use to group items.
- Themed Rooms — reusable room templates.
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 — so each list of fields is managed in isolation.
Field types
Pick the type that matches the kind of value you'll store. The right type means the right input control, the right validation, and the right behavior in filters and exports.
- Text — a single line of text.
- Notes — a multi-line text area for longer descriptions.
- Email — an email address, validated on save.
- Web Address — a URL, validated on save.
- Phone # — a phone number.
- Checkbox — a true/false toggle.
- Date — a single calendar date.
- Number — a decimal number.
- Integer — a whole number.
- Dollars — a currency amount.
- Dropdown — a list of preset options the user picks from.
Adding a field
Open the tab for the record type you want to extend, then walk through the dialog.
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).Click Add Field
Click Add Field. A dialog opens for naming and configuring the new field.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.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.Mark required (optional)
Toggle Required on if a value must be filled in before a record can be saved.Save
Click Add Field in the dialog. The field appears on the tab and is immediately available on every matching edit form.
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.
Open the field
From the tab, click Edit on the field you want to change.Update the label or required flag
Rename the field, or toggle Required on or off. Renames flow through immediately — every form, every list column, every export starts using the new label.Adjust dropdown options
For a Dropdown field, add, rename, delete, or reorder options in the same dialog.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.
Open the field
Click Edit on the field you want to remove.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 — the field's label and current value show on the record's detail page, alongside the built-in fields. Dropdown fields show the option label, not the underlying value.
- Edit forms — the field gets 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, and behave like built-in columns for sorting and filtering.
- Exports — any data export of that record type includes a column for each custom field.
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.