Intake form field types: standard and custom fields
When you build your intake form, each field you add is one of a fixed set of types, grouped into Standard and Custom in the Add a field picker. Standard fields are app-defined inputs that capture the basics: Contact Info, Customer Name, Property Address, and Preferred Availability. Contact Info collects first and last name, email, and primary and secondary phone numbers with their types and extensions. When a customer provides Contact Info, they must enter at least their first name; an optional Contact Info field may still be left completely blank. Property Address uses State and ZIP code, Province and postal code, or Region and postal code based on your business country.
Custom fields are questions you write yourself. The custom types are Short Answer, Long Answer, Numerical Answer, Area, Date Picker, and Yes/No Toggle, plus four choice-based types: Dropdown (single choice), Dropdown (multiple choice), Radio button (single choice), and Checkbox (multiple choice).
For the choice types you add the list of options yourself in the Choices editor on the field card. Any field except Image Upload can be marked Required, which makes a client complete it before they can submit. One important limit: the Image Upload field is display-only.
It exists in the data model but is not offered in the Add a field picker and, even where it appears, anything a client selects there is not collected or submitted, because the file upload pipeline does not exist yet. Do not rely on it to gather photos.
Fields are organized into sections, and you drag fields and sections to reorder them. Every field belongs to a section.
Where to find it: Settings > Intake Form > Add field, where the picker is split into Standard and Custom.
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