1
Define Your Fields
Create the custom fields you need—text, numbers, dates, dropdowns, checkboxes.
Custom Records
Track anything your business needs
Not everything fits into standard fields. Custom records let you track whatever matters to your business—property details, permit info, membership tiers, or anything else.
∞
Custom fields
100%
Your way
How It Works
Simple steps to transform how you handle customer interactions.
2
Attach to Records
Custom data lives alongside contacts, properties, and jobs.
3
Use Everywhere
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.
Flexible Data Fields
Create custom fields for any data your business needs to track. Text, numbers, dates, dropdowns.
Linked to Contacts
Custom records attach to customer and property profiles for full context.
AI Can Reference Them
When a customer calls, AI can pull up their custom records for personalized service.
Searchable & Filterable
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 do not.
Custom fields for any data type
Linked to contacts and properties
AI references custom data in conversations
Searchable and filterable
Exportable for reporting
No coding required to set up
Common Questions
What kinds of data can I track?
Anything. Common examples: property square footage, pool type, membership tier, permit numbers, gate codes, pet names.
Do I need technical skills to set this up?
No. Creating custom fields is point-and-click. No coding or IT department needed.
Can AI really use my custom records?
Yes. If you track gate codes, AI can tell the tech. If you track membership tiers, AI adjusts its responses accordingly.
Ready to track anything your business needs ?
See exactly how Custom Records would work for your business. We will show you a live demo with your actual services and scenarios.
Free 15-minute demo
No credit card required
Talk to a real human