Custom fields / AxiomBlue

Make room for the details your business runs on.

Add business-specific fields to leads, quotes, jobs, projects and invoices, instead of relying on everyone to remember what belongs in a note.

Create fields with useful labels and help text for the record.

Plan fit: Defining custom fields requires Professional. Field access and display also depend on the record and user permissions. Compare plans →

See how it works ↓ Explore the demo ↗

A practical workflow / Example

Every job needs a property reference.
  1. 01
    Choose the record typeSelect leads, quotes, jobs, projects or invoices.
  2. 02
    Define the fieldSet its label, type, options and requirements.
  3. 03
    Check the recordReview how the field appears and how the team will use it.

The part of your day this changes

Make room for the details your business runs on.

Add business-specific fields to leads, quotes, jobs, projects and invoices, instead of relying on everyone to remember what belongs in a note.

01

Ask for the right detail

Create fields with useful labels and help text for the record.

02

Use the right kind of answer

Choose text, number, date, currency, choices, yes/no or record references.

03

Keep it consistent

Use required fields and appropriate layout so the team captures the detail in the same place.

Picture it in your business / Example

Every job needs a property reference.

Add a labelled job field and supporting help text. Give the team a consistent place for the reference rather than burying it in a long description.

Where to find it
Business Settings → Custom Fields

A practical starting point

  1. 01

    Choose the record type

    Select leads, quotes, jobs, projects or invoices.

  2. 02

    Define the field

    Set its label, type, options and requirements.

  3. 03

    Check the record

    Review how the field appears and how the team will use it.

Try the workflow in the demo ↗

Know what’s included

The right plan for the way you work.

Defining custom fields requires Professional. Field access and display also depend on the record and user permissions.

Compare plans, limits and pricing →

Explore the detail

What you can work with.

  • Fields on leads, quotes, jobs, projects and invoices
  • Text, numbers, dates and currency
  • Choices and yes/no fields
  • Customer and employee references
  • Required fields and help text
  • Field layout and list columns

Availability varies with plan, permissions and enabled features. Check plan inclusions.

See how this fits: make it work your way →

Before you get started

A few useful answers.

Have a specific workflow in mind? Talk it through with us.

Where do I find custom fields?

Business Settings → Custom Fields. Available controls depend on your permissions and enabled features.

Which plan do I need?

Defining custom fields requires Professional. Field access and display also depend on the record and user permissions.

How should I evaluate it?

Start with a familiar example of your work. Follow the steps on this page, check the records and confirm the plan inclusions you need before rolling it out to the team.

Keep the work connected

See the next part of the picture.

Job management

Keep the whole job together.

Less to reconstruct when the work is done and the invoice is due.

 Workflow automation

Give repeat admin a routine.

Start with one process that gives your team time back.

 Documents & questionnaires

Keep useful paperwork close to the work.

Store documents and attach relevant files to the work.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Explore the live demo ↗Start free →

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →