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

Field category	Description	Example options
Customer Tags	Use tags to label customers for filtering, reporting, and special handling.	Top Client, Special Pricing, Tax Exempt
Customer Types	Use customer types to classify the kind of customer you work with.	Commercial, Government, Healthcare, Retail, Education
Customer Property Types	Use property types to describe the kinds of properties that customer owns or manages.	Office, Hotel, Multifamily, Supermarket

Jobs

Field category	Description	Example options
Job Types	Use job types to identify the billing or workflow type of a job.	T&M, Quoted, Warranty
Job Tags	Use job tags to flag jobs for reporting, filtering, or special handling. Job Tags are also used as Maintenance Tags across the platform.	Tax Exempt, Certified Payroll, After-Hours

Invoices & Quotes

Field category	Description	Example options
Invoice Tags	Use invoice tags to track billing status, internal review needs, or follow-up actions.	Manager Review Needed, Ready to Email, Follow-Up with Tech
Quote Tags	Use quote tags to organize quotes by review status or approval stage.	Needs Review, Internally Approved, Waiting on Pricing

Purchase Orders

Field category	Description	Example options
Purchase Order Tags	Use purchase order tags to flag special purchasing needs or order conditions.	Quick Ship Needed, Backorder, Long Lead, Tax Exempt
Purchase Order Receipt Tags	Use receipt tags to identify issues or statuses when items are received.	Partial Receipt, Damaged on Arrival, Received Complete

Service Agreements

Field category	Description	Example options
Service Agreement Tags	Use tags to label service agreements for filtering, reporting, or coverage tracking.	Preventative Maintenance, Full Labor, Full Service
Service Agreement Types	Use service agreement types to classify the kind of agreement being sold or managed.	Preventative Maintenance, Full Labor, Full Service

Projects

Field category	Description	Example options
Project Tags	Use project tags to flag projects for reporting, compliance, or special billing treatment.	Tax Exempt, Certified Payroll, Prevailing Wage
Project COR Tags	Use COR tags to organize change order requests by status, urgency, or review needs.	Pricing Needed, Pending Approval, Time Sensitive
Project Types	Use project types to classify the overall scope of the project.	New Construction – Ground Up, Renovation, Industrial, Interior Build-Out
Project Sub Types	Use project sub types to add a more specific classification within the main project type.	Office – New, Office – Renovation, School, Grocery Store

Subcontracts & Subcontractors

Field category	Description	Example options
Subcontract Tags	Use subcontract tags to track subcontract records by billing status, scope, or follow-up needs.	Time & Material, Change Order Work, Closeout Pending
Subcontractor Tags	Use subcontractor tags to group vendors by qualification, preference, or requirements.	Preferred Vendor, Union, Requires COI
Subcontractor Types	Use subcontractor types to classify the kind of work a subcontractor performs.	Electrical, Plumbing, Controls
Subcontractor Service Zones	Use service zones to define where a subcontractor is available to work.	Los Angeles County, East Bay, Phoenix Metro

Tasks, Work & Maintenance

Field category	Description	Example options
Task Types	Use task types to categorize tasks by purpose or workflow.	Follow-Up, Site Visit, Parts Pickup
Work Types	Use work types to define the kind of work being performed for dispatching, billing, and reporting.	Maintenance, Repair (Non-billable), Repair (Labor Non-billable)
Maintenance Types	Use maintenance types to identify the maintenance program or PM level.	Quarterly HVAC PM, Major, Minor

Properties

Field category	Description	Example options
Property Tags	Use property tags to label locations for access needs, reporting, or special handling.	High Security, Access Required, Parking Limited