Customers & CRM

How to Create Custom Fields for Contacts, Jobs, and Invoices

Add custom fields to contacts, jobs, estimates, and invoices in Local Business Pro to track business-specific data.

intermediate 5 min read custom-fields create contacts jobs
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Quick Answer: Go to Settings > Records & Templates > Custom Fields tab, click Create Field, choose where it attaches (Contact, Job, etc.), select the field type, and configure settings.

Step-by-Step Creation

  1. Navigate to Settings > Records & Templates
  2. Go to the Custom Fields tab
  3. Click Create Field
  4. Select the target entity (Contact, Job, Estimate, Invoice)
  5. Enter a field name
  6. Select field type (Text, Number, Dropdown, etc.)
  7. Configure type-specific settings
  8. Optionally enable AI Extraction
  9. Click Save

Available Field Types

  • Text / Text Area - Short or long text entry
  • Number / Currency / Percentage - Numeric values
  • Date / Time / DateTime - Temporal data
  • Yes/No - Boolean checkbox
  • Dropdown / Multi-Select - Predefined options
  • Email / Phone / URL - Validated formats
  • Rating - Star ratings
  • File - File attachments

Frequently Asked Questions

Q: Where do custom fields appear?
A: In a dedicated 'Custom Fields' section on the detail page of the attached entity.

Q: Can I make a field required?
A: Check field settings for required/optional configuration.