What Are Service Custom Fields?
Service custom fields let you add custom fields to budget and deal services, including rates saved in your rate cards.
All current custom field types (e.g., single-select, multi-select, text) are supported, and both services and rate cards will share the same custom field setup.
These custom fields can also be found in reports built from scratch such as the Services and Time Entries data source reports.
Service custom fields are available on the Professional and Ultimate plans.
How to Create a Service Custom Field
Navigate to Settings
Go to Settings > Custom fields.
Navigate to Services and Select Manage Custom Fields
Click "Manage custom fields" to create a new custom field.
Select Field Type
Choose the custom field type you want (e.g., single-select, multi-select, number, text, among others).
Add Name and Description for the Field
If the field requires it, add choices your team can pick from when assigning the field.
Adjust Field Properties
You can check the Appears in the Service editor by default option, which will automatically make this field available in the budget editor.Toggling on the Add more options directly in the dropdown will allow adding new custom field options directly in the budget editor.
📌 If you do not see the custom field you set up in the editor, open the Fields menu and select Show custom field name.
Adding a Custom Field to Your Service
1) Applying Custom Fields to Services in Budgets or Deals
Navigate to a Budget or a Deal.
Click Edit in the upper-right corner to open the budget or deal editor.
Add the desired information into the custom field columns that appear. Click Save changes in the upper right to apply the fields and exit the editor.
Once saved, add the custom field to your budget view to see the values assigned to each service.
2) Applying Custom Fields to Your Company's Rate Cards
Hover over the your avatar in the upper-right corner and select Settings. From there select Rate Cards.
Create a new rate card or select an existing one. Click on the service to adjust it and add the custom field.
Add the custom field for the selected service and save the changes.
The new custom field information will now be visible in the rate card overview, and once applied to a budget, it will also appear within the budget details.
3) Applying Custom Fields to Your Client Companies' Rate Cards
Navigate to CRM > Companies, and choose the client for whom you wish to set up or adjust the rate card.
In the Rate cards tab, either create a new or edit an existing rate card.
Add the custom field for the selected service and save the changes.
