You can add custom fields in several different places.
Example: There is a field you’d like to add to Estimates to be seen internally by employees.
To add a new Custom Field click the “Resources” tab and click “Custom Fields“
Select where you want this new custom field to appear.
You have the option to add a custom field to assets (properties), chemical tracking, chemical applications, customers, equipments, estimates, events, invoices, or vendors.
Next, enter what you want the Custom Field to be named/labeled. This is what will show when you see the custom field.
Then choose what type of field you want it to be. You can choose from text, checkbox, date, decimal, or integer.
In this example the new custom field will be named “Referred Customer” and will be a checkbox
You will then see this new field when creating a new Estimate. At this time is only visible on your end when you edit the edit.