Feature

Custom Records

Not everything fits into standard fields. Custom records let you track whatever matters to your business—property details, permit info, membership tiers, or anything else.

Track anything your business needs
Book a demo Calculate missed-call revenue

What it does

  • Flexible Data Fields: Create custom fields for any data your business needs to track. Text, numbers, dates, dropdowns.
  • Linked to Contacts: Custom records attach to customer and property profiles for full context.
  • AI Can Reference Them: When a customer calls, AI can pull up their custom records for personalized service.
  • Searchable & Filterable: Find records quickly with search and filters. Export for reporting.

How it works

  • Define Your Fields: Create the custom fields you need—text, numbers, dates, dropdowns, checkboxes.
  • Attach to Records: Custom data lives alongside contacts, properties, and jobs.
  • Use Everywhere: AI, automations, and your team can all access and use custom data.

Why it wins

  • Custom fields for any data type
  • Linked to contacts and properties
  • AI references custom data in conversations
  • Searchable and filterable
  • Exportable for reporting
  • No coding required to set up

Connected features

  • [object Object]
  • [object Object]
  • [object Object]
  • [object Object]

Frequently asked questions

What kinds of data can I track?

Anything. Common examples: property square footage, pool type, membership tier, permit numbers, gate codes, pet names.

Do I need technical skills to set this up?

No. Creating custom fields is point-and-click. No coding or IT department needed.

Can AI really use my custom records?

Yes. If you track gate codes, AI can tell the tech. If you track membership tiers, AI adjusts its responses accordingly.