CRM custom fields
Define text, number, date or select fields on the client record. Values save as you type and sit on the record beside the tags, the job history and the invoices.
Live in 5 minutes · No setup fee · No long-term contract
When the standard fields don't fit
Every service business tracks data the CRM didn't predict, HOA access code, dog's name, warranty end date, gate code, pool equipment brand. Stuffing it all into notes is a losing game.
Notes Aren't Structured
A free-text notes field works for one-off reminders. It fails when you need to filter, report, or auto-populate based on stored data.
Every Business Is Different
A pest control company needs dog name and gate code. A commercial cleaner needs COI expiry and key location. No one-size-fits-all schema works.
Migrations Take Forever
Traditional custom-field systems need a DBA for every change. That kills iteration speed for small business owners.
How a custom field plugs in
Define Fields in Settings
Go to custom fields in settings. Add a field with label, type (text, number, date, select), and options for selects. No migration, no downtime.
Edit on the Client Page
Custom fields appear in a section on the client detail page. Edit inline and auto-save as you type. JSONB storage makes it fast.
Structured, Not Buried in Prose
A value in a named field can be read at a glance on every record, unlike the same detail typed into a notes box. Gate code, HOA = true.
Surface on Work Orders
Access codes, pet names, and other custom fields surface on the work order detail so the tech sees them in the field.
What you can capture
Four Field Types
Text for free form, number for counts and measurements, date for expiries and anniversaries, select for controlled vocabularies.
Add a Field Without Waiting
A new field is live the moment you name it, with no setup call and no release to wait for. Rename or remove one just as quickly.
Auto-Save Editing
Debounced save on every keystroke. No save button, no lost work if a tab closes mid-edit.
Saves As You Type
Values save on the client record as you type them, with no separate form to submit, so a detail taken over the phone is stored before the call ends.
Visible on Work Orders
Field service techs see the client's gate code, dog name, and access notes directly on the work order detail page.
Export to CSV
Custom field values export with the standard client CSV so the data travels cleanly to accounting, BI tools, or mail-merge.
The detail each trade always asks for
The service businesses that get the most out of this feature, and the specific way each one uses it.
Pest Control
EPA registration, target pest, gate code, dog warnings
HVAC
Equipment model, install date, filter size
Law Firm
Conflict-check fields, opposing party, statute-of-limitation date
Veterinary
Pet breed, allergies, vaccination dates, chronic conditions
Real Estate
Price range, neighborhood prefs, mortgage pre-approval
A real custom-field setup
Real custom field usage from Smarfle service businesses.
Fields Defined
Clients With Data
Edits This Month
Gate Code (text)
247 clients filled
Pet Name (text)
Tech field, saves callbacks
Warranty End (date)
Triggers maintenance reminder
Custom field questions
How many custom fields can I add?
Can I rename or delete a field?
Are custom fields on the portal?
Can I trigger workflows on a custom field?
What custom fields cost
Custom Fields Are Included
Unlimited custom fields on every plan. No per-field or per-value fees.
Included
View all plans