JOBTREAD CUSTOM FIELDS:
TRACK ANYTHING

JobTread's Custom Fields feature is one of the most underused and most powerful tools in the platform. Done right, custom fields transform JobTread from a generic project management tool into a system that tracks exactly what matters to your business.

WHAT ARE JOBTREAD CUSTOM FIELDS?

Custom fields are data fields you define yourself — text, dropdowns, dates, checkboxes, or numbers — added to contacts, jobs, or documents. They make your data work for you instead of against you.

HOW TO CREATE CUSTOM FIELDS

Step 1: Go to Settings → Custom Fields

Navigate to Settings in the left sidebar and find Custom Fields. You'll see separate sections for Contact fields and Job fields.

Step 2: Choose Your Field Type

Click "Add Custom Field" and choose: Text, Number, Date, Dropdown, Checkbox, or URL. For tracking lead source or project type, use Dropdown to keep data consistent.

Step 3: Mark High-Priority Fields as Required

This forces your team to fill them in when creating new contacts or jobs — no more incomplete records sliding through.

Step 4: Use Fields in Filters and Reports

Once populated, filter your pipeline and contacts by any custom field. Build views like "All roofing jobs from Google this month" or "All insurance jobs awaiting adjuster approval."