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
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.
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!