How It Works
Simple steps to transform how you handle customer interactions
Create the custom fields you need—text, numbers, dates, dropdowns, checkboxes.
Custom data lives alongside contacts, properties, and jobs.
AI, automations, and your team can all access and use custom data.
What Makes Custom Records Different
Built specifically for service businesses, not generic software adapted for trades
Create custom fields for any data your business needs to track. Text, numbers, dates, dropdowns.
Custom records attach to customer and property profiles for full context.
When a customer calls, AI can pull up their custom records for personalized service.
Find records quickly with search and filters. Export for reporting.
Works With Everything
Custom Records connects seamlessly with other features to power your entire business
Everything You Get
All the features you need, none of the complexity you don't
Common Questions
Everything you need to know about Custom Records