What Are Custom Fields?
Custom Fields are the dropdown options and tags your team uses throughout BuildOps — things like Job Types, Customer Tags, Project Types, and more. Setting these up in advance keeps your data consistent and makes filtering and reporting much easier.
For example:
Create a Job Type called T&M so techs can select it when creating a job
Add a Customer Tag called Tax Exempt so you can filter those customers in a table
Any time you need to add, rename, or remove an option from a dropdown or tag list, this is where you do it.
How to Get Access Custom Fields
Hover over your company name in the top-left corner
Hover through Settings, then select Custom Fields
You'll see a list of all the field categories available in BuildOps. Click the arrow (›) next to any category to expand it and see the current options.
Adding, Editing, and Deleting Options
Note: Managing tag values (adding, editing, or deleting) requires admin-level permissions. Simply having access to the Custom Fields menu does not grant these capabilities.
Add a new option
Expand the field category you want to update
Click + Add at the bottom of the list
Type your new option in the text box that appears
Edit an existing option
Expand the field category
Click directly on the option's text and make your changes
Delete an option
Expand the field category
Click the trash icon next to the option you want to remove
Confirm the deletion when prompted
Reorder the list
Expand the field category
Click and drag the handle (⠿) next to any option to move it up or down
Don't forget to save. Click Save in the top-right corner when you're done - your changes won't apply until you save.
What Can You Configure?
Here's a full list of the field categories available in Custom Fields settings:
Customer
Customer Tags — e.g. Top Client, Special Pricing, Tax Exempt
Customer Types — e.g. Commercial, Government, Healthcare, Retail, Education
Customer Property Types — e.g. Office, Hotel, Multi-family, Supermarket
Jobs
Job Types — e.g. T&M, Quoted, Warranty
Job Tags — e.g. Tax Exempt, Certified Payroll
Note: Job Tags are also used as Maintenance Tags across the platform.
Invoices & Quotes
Invoice Tags — e.g. Manager Review Needed, Ready to Email, Follow-Up with Tech
Quote Tags — e.g. Needs Review, Internally Approved
Purchase Orders
Purchase Order Tags — e.g. Quick Ship Needed, Backorder, Long Lead, Tax Exempt
Purchase Order Receipt Tags
Service Agreements
Service Agreement Tags — e.g. Preventative Maintenance, Full Labor, Full Service
Service Agreement Types — e.g. Preventative Maintenance, Full Labor, Full Service
Projects
Project Tags — e.g. Tax Exempt, Certified Payroll
Project COR Tags
Project Types — e.g. New Construction – Ground, New Construction – Reno, Industrial, Tenant Interior
Project Sub Types — e.g. Office – New, Office – Reno, School, Grocery Store
Subcontracts & Subcontractors
Subcontract Tags
Subcontractor Tags
Subcontractor Types
Subcontractor Service Zones
Tasks, Work & Maintenance
Task Types
Work Types — e.g. Maintenance, Repair (Non-billable), Repair (Labor Non-billable)
Maintenance Types — e.g. Quarterly HVAC PM, Major, Minor
Properties
Property Tags