Adding custom fields to jobs and customers
Create custom fields to capture the extra information your business needs on every job, customer or quote — then filter and export by those fields.
How to add custom fields
- 1Go to Settings > Custom Fields in your Trade2Base dashboard.
- 2Click “Add custom field” and choose whether it applies to Jobs, Customers or Quotes.
- 3Select the field type: Text, Number, Date, Dropdown or Checkbox.
- 4Enter the field name and, for dropdowns, the available options — then click Save.
- 5The new field appears on all job, customer or quote forms. Filter jobs and customers by custom field values in the main list views.
Custom field values are included when you export job or customer data to CSV, making it easy to filter in spreadsheets.
Frequently asked questions
There is no hard limit on custom fields. You can add as many as your plan allows — most plans support up to 20 custom fields per record type (Jobs, Customers, Quotes).
Yes — when creating or editing a custom field, toggle “Required” on. Users will not be able to save a job, customer or quote without filling in that field.
Yes — from Settings > Custom Fields, drag and drop the fields into the order you want them to appear on forms. The order is the same for all users.
Custom fields set on a job or quote are stored internally. They do not appear on the customer-facing quote or invoice PDF by default, but you can add selected fields to PDF templates in Settings > PDF Settings.