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.
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
- Navigate to Settings > Records & Templates
- Go to the Custom Fields tab
- Click Create Field
- Select the target entity (Contact, Job, Estimate, Invoice)
- Enter a field name
- Select field type (Text, Number, Dropdown, etc.)
- Configure type-specific settings
- Optionally enable AI Extraction
- 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.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Help me create a custom field"Or navigate to: Settings > Records & Templates
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Last updated: February 1, 2025