The Custom Fields screen

What this screen actually is

Despite the name, Custom Fields is not a place to add custom fields to a project form. It is the one screen that gathers nearly every option list your account owns into one place, so you are not hunting across dozens of separate full-page screens to add a trade or a job type. Open it from account settings; like Pipeline, it takes the Edit Account permission, and since the whole screen is gated by that one permission, anyone who can open it can see every card on it.

The cards are grouped under five headings, in this order:

• Leads & Sales: Lead Sources, Dead Lead Reasons, Offer Decline Reasons.
• Jobs & Billing: Job types, Job subtypes, Job categories, Payment statuses.
• Files: Photo categories, Document categories.
• Team & Workflow: Locations, Departments, User Statuses, Request Types, Checklists.
• Directories: Insurance Companies, Suppliers, Supplement statuses, Worksheet section types, Payment methods, Delivery Methods, Job Priorities, Request Priorities, Warranty Lengths, Sales Categories, Labor Categories, Appointment Purposes, Company Document Categories, Review Platforms, Units of Measure, Trades.

Almost everything under those five headings is exactly the tenant option lists covered elsewhere in this help center, the same account-owned pickers behind trades, units of measure, dead-lead reasons, and the rest, simply gathered onto one page as cards instead of scattered across their own full-page screens. If that is what you came here to confirm: yes, that is what most of this screen is.

Adding an option and how it reaches pickers

Most cards work the same way: a small table of existing rows, an Add button that opens a short create form (a few, like User Statuses and Offer Decline Reasons, let you edit rows inline instead), and an Edit link on each row. Whatever you name it becomes available in every picker that field feeds, account-wide, as soon as you save it; there is no separate publishing step.

Many lists carry an Active or Inactive status instead of a real delete. Marking a row inactive removes it from pickers going forward, without touching anything that already used it: for example, the appointment-purpose picker on a project, the offer-decline-reason picker, and the photo and document category pickers on a project's files all filter out inactive rows when offering new choices, while leaving anything already recorded exactly as it was.

Some of these same option lists also have their own full-page screens elsewhere in the product, gated by their own view and edit permissions rather than by Edit Account (a trade's own list, for instance). That side of things, including which permission each list needs, is covered in the tenant option lists article; this screen is simply a second, single-page way to reach most of the same lists.

The two cards that are not option lists

Lead Sources is not a flat list, it is a two-level tree: categories, each holding one or more individual sources underneath. Add a category or a source with the buttons on each row, rename either one, and hide ones you do not use with Hide rather than deleting them; a Show hidden toggle brings hidden rows back into view. A handful of built-in categories and sources are marked Protected with a lock icon and cannot be renamed, only hidden. Deleting a category or a source outright is offered too, but it warns that this cannot be undone, and a category still holding sources has to be emptied first. A source can also be linked to an ad platform (Google Ads, Google LSA, or Meta Ads) so marketing reports keep matching it even after you rename it.

Checklists is not an option list at all, it is a small template builder. Each checklist template has its own ordered items, opens in its own dedicated builder screen rather than an inline row editor, and can be set to gate progress at a specific pipeline stage, appearing automatically once a job reaches it. The card also carries one account-wide switch, Enable checklist automation (on by default; turning it off makes every checklist fully manual for the account), and, when CompanyCam is connected, a button to import checklists from there.