Custom Fields
Add custom data fields to customers, jobs, contacts, and other records to capture information specific to your business.
Overview
Custom fields let you extend Forz records with additional data your business needs to track. For example, an HVAC company might add a "Refrigerant Type" dropdown to jobs, or a plumbing company might add a "Permit Number" text field to customers. Fields are defined in templates, which apply to specific record types across your account.
Before You Begin
Prerequisites:
You have Admin access to your Forz account.
You know which record types need additional fields (Customer, Contact, Job, Estimate, Invoice, Site, etc.).
Supported Field Types
Supported Record Types
Custom field templates can be created for these record types:
Customer — company-level data
Contact — individual contact data
Job — work order data
Estimate — quote data
Invoice — billing data
Sales Order — sales data
Purchase Order — purchasing data
Bill — vendor bill data
Site — service location data
Item — inventory item data
Lead — sales lead data
Deal — sales pipeline data
System Options — per-system-type fields (e.g., fields specific to HVAC systems vs. electrical systems)
Creating a Custom Field Template Item
Adding a field to a template
Navigate to Settings > Custom Fields.
Select the record type template you want to add a field to (e.g., "Job").
Click Add Field or the equivalent button.
Enter a Label — the name displayed on the record (e.g., "Refrigerant Type"). This is required and must be unique within the template.
Select a Field Type from the dropdown (Text, Paragraph, Dropdown, Checkbox, Date, URL, Multiselect, or Attachment).
If you selected Dropdown or Multiselect, add the select options (e.g., "R-410A", "R-22", "R-134a").
Click Save.
Expected result: The field appears in the template's field list. It will now show on all new records of that type. Existing records of that type will also display the field.
Note: The field's key is automatically generated from the label (e.g., "Refrigerant Type" becomes
refrigerant_type). This key is used for API access and search indexing.
Configuring dropdown and multiselect options
When creating or editing a Dropdown or Multiselect field, locate the Options section.
Enter each option name.
Add or remove options as needed.
Click Save.
Expected result: The options appear in the dropdown when users fill out the field on a record.
Reordering Fields
Fields display in position order on records. You can change the display order.
Navigate to Settings > Custom Fields.
Select the template.
Drag fields to reorder them, or update the position values.
Expected result: Fields display in the new order on all records of that type.
Editing a Custom Field
Navigate to Settings > Custom Fields.
Select the template containing the field.
Click the field you want to edit.
Update the label, field type, or options.
Click Save.
Expected result: The field is updated across all records. If you renamed the label, existing records update to show the new label.
Warning: Changing a field's label triggers a background job to update all related records. This process runs asynchronously and may take a moment for large datasets.
Deleting a Custom Field
Navigate to Settings > Custom Fields.
Select the template containing the field.
Click the delete action on the field.
Expected result: The field is moved to the Trash Bin (soft delete). The field and its data are removed from records.
Filling Out Custom Fields on Records
Open a record (e.g., a job, customer, or contact).
Locate the Custom Fields section on the record detail view.
Fill in or update field values as needed.
Changes save when you submit the form.
Expected result: The custom field values are saved on that specific record.
System-Specific Custom Fields
When the Systems module is enabled, custom field templates can be created per system type (e.g., "HVAC", "Electrical", "Plumbing"). These templates also support child templates for Device and Device Inspection records within that system type.
Navigate to Settings > Custom Fields.
Find the system type template (e.g., "HVAC").
Add fields that are specific to that system type.
Expected result: The fields appear only on records associated with that system type, not on all records.
Common Scenarios
Adding equipment-specific fields to HVAC jobs
An HVAC company needs to track refrigerant type and tonnage on every job. The admin creates two custom fields on the Job template: a "Refrigerant Type" dropdown with options R-410A, R-22, and R-134a, and a "Tonnage" text field. Technicians fill in these fields on each job, and the data is available for reporting and search.
Tracking permit numbers on customer records
A fire protection company adds a "Fire Marshal Permit #" text field and a "Permit Expiration" date field to the Customer template. Dispatchers enter the permit details when onboarding new customers, and the expiration date helps flag upcoming renewals.
Creating inspection checklists with checkboxes
An electrical contractor adds checkbox fields to their Device Inspection template within the Electrical system type: "Panel labeled", "GFCI tested", "Arc fault verified". Technicians check off each item during inspections.