STEP 01
Define typed fields
Use text, number, percentage, date, yes/no, and controlled choice fields for data the company wants to filter.
Track species, finish, rooms, site conditions, selections, and checklists as usable job data.
Why it matters
For experienced shops with a proven process that generic job records cannot hold.
Repeated values are entered with inconsistent spelling.
Important facts cannot be filtered or reported.
Printed job forms go stale.
Checklist fields lack an owner and due date.
How it works
STEP 01
Use text, number, percentage, date, yes/no, and controlled choice fields for data the company wants to filter.
STEP 02
Create reusable sections, fields, checkboxes, and repeating groups for the working job document.
STEP 03
Give form work an owner, due date, completion state, or supported status.
STEP 04
Bring structured custom values into sheets and reports instead of retyping them.
Questions buyers ask
A custom field stores a reportable fact about the job. A job form is a working document with sections and process-oriented fields.
Yes. Supported custom fields can be used in sheets and reporting.
Yes. Supported job-form fields can carry responsibility, due dates, and completion state.
See it in action