Track the Data Your Business Actually Cares About
Define text, number, date, or select fields on the client record. Values auto-save as you type and flow through reports, filters, and the portal.
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.
Filter and Segment
The clients page accepts filters on custom fields. Show all clients where Gate Code is not empty, or 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.
JSONB Storage
Values live in a JSONB column on clients. No schema migrations, no downtime, instantaneous to add or rename fields.
Auto-Save Editing
Debounced save on every keystroke. No save button, no lost work if a tab closes mid-edit.
Filter on Clients Page
Filter on any custom field — empty, not empty, equals, contains. Combine with status and tag filters for narrow segments.
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.
Industries using Custom Fields
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, warranty status, 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
Unlimited. JSONB storage means there is no per-field table overhead or tier cap.
Rename yes, keeps existing values. Delete yes, with a confirmation and soft-delete option so you can recover if someone removes a field by accident.
No by default. Custom fields are internal unless you explicitly expose one in the portal settings.
Yes. Warranty End date can trigger a maintenance reminder 60 days before expiry. Workflow Automation reads custom fields in conditions.
Pricing
Custom Fields Are Included
Unlimited custom fields on every plan. No per-field or per-value fees.
Included
View all plans