Custom fields: your business's extra fields on records
Custom fields are extra fields your business defines to capture information Essential doesn't have a built-in field for. Each custom field has a name and a type (text, yes/no, date, or a list of choices), is tied to a kind of record (a customer, contact, property, asset group, or job), and can be marked required.
They're set up for your business ahead of time; then back-office users fill in their values on each record's Custom Fields card — on the customer page, contact page, property page, an asset group, or a job — using Edit. Admins can also make selected customer, property, asset group, and job fields visible to technicians in the mobile visit details, with a separate option to let technicians edit the value. Contact fields are back-office only. Date fields use the same date picker and entry format as built-in date fields. Saved values display as Aug 2, 2026 when you aren't editing. You can clear an optional date; required dates must be filled in before saving.
The create/edit visit form automatically shows every non-empty Customer and Property custom-field value in its Additional Context panel, alongside the editable Job custom fields.
So if you don't see a built-in place for a piece of information you want to track, a custom field is how your business adds one. Admins can add and manage these fields themselves in Settings → Custom Fields, including making a field required or requiring unique values.
Where to find it: The Custom Fields card on a customer, contact, property, asset group, or job; Edit to fill them in. Admins define the fields in Settings → Custom Fields.
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