Custom Fields - Lawn and Landscape Business Management Software
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Custom Fields

Custom Fields

Posted by Dale Vaughn

Need to create a custom field to capture specific values that are unique to each job? Navigate to your Company Settings > Application Settings tab to setup custom fields for your leads, customers, and jobs

Getting Started

Navigate to your Company Settings > Application Settings and enter any custom field name (ie: Gate Code, Pet Information, PO#, Soil pH).  Click Save.

Once you've saved your custom field names, navigate to your customer (or job), and you will see a new field for you to drop in any free text value.

Work Orders

Want these values to appear on your work orders for your team members to see?  Navigate to Company Settings > PDFs and click "PDF Options" to show these custom field values on your work orders.

Don't forget these values will also get exported when exporting your customer / lead list from your Company Settings.

Let us know if you have any questions using this functionality!

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