Overview
Configuring Custom Fields in BuildOps allows you to:
Select a type from specific dropdowns to categorize information.
Add tags (custom statuses) to pages for high-level information visibility.
Use filters efficiently when analyzing tables in BuildOps.
For example:
A filter can be applied to show only jobs where the job type contains T&M.
A filter can be applied to show only jobs where tags contain Tax Exempt.
If you need to modify dropdown options or tag selections, you must add, edit, or delete them in Custom Fields settings.
How To Add, Edit, & Delete Custom Fields
Access Custom Fields Settings
Hover over your company name in the upper left corner.
Click Custom Fields in the settings dropdown.
Expand the Custom Field List
Click the carrot (dropdown) icon next to a list name to view all options.
Add a New Option
Click the + ADD button below the last option in the expanded list.
Type in the new text box.
Edit an Existing Option
Click into the text field and adjust the language as needed.
Delete an Option
Click the trash can icon and confirm the deletion.
Rearrange List Order
Click and drag the lines next to the number to move options.
Save Changes
Click SAVE in the upper right corner to confirm modifications.
Custom Field Examples
Below are common examples of custom fields used in BuildOps:
Customer-Related Fields
Customer Tags: Top Client, Special Pricing
Customer Types: Commercial, Government, Healthcare, Retail, Education
Customer Property Types: Office, Ground Up, Supermarket, Hotel, Multi-family
Job-Related Fields
Job Types: T&M, Quoted, Warranty
Job Tags: Tax Exempt, Certified Payroll
Note: Job tags being added are also used as maintenance tags.
Invoice & Service Agreement Fields
Invoice Tags: Manager Review Needed, Follow-Up with Tech, Ready to Email
Service Agreement Tags: Preventative Maintenance, Full Labor, Full Service
Quote & Purchase Order Fields
Quote Tags: Needs Review, Internally Approved
Purchase Order Tags: Quick Ship Needed, Tax Exempt, Backorder, Long Lead
Purchase Order Receipt Tags
Task Types
Task Types: Not Applicable
Maintenance & Project Fields
Maintenance Types: Quarterly HVAC PM, Major, Minor
Project Tags: Tax Exempt, Certified Payroll
Project Types: New Construction - Ground, New Construction - Reno, Commercial - Changed, Industrial, Tenant Interior
Project COR Tags
Project Sub-Types: Office - New, Office - Reno - Changed, Core Reno - Elevator Lobby, School, Grocery Store
Work & Service Agreement Fields
Work Types: Maintenance, Repair (Non-billable), Repair (Labor Non-billable)
Service Agreement Types: Preventative Maintenance, Full Labor, Full Service
By utilizing Custom Fields, you can enhance organization, streamline workflows, and improve data visibility in BuildOps.