Customize your intake form

Every trade asks different questions. Custom fields let you add the ones you need to the quote form, so your estimates capture the details that matter for your work.

Build a field

• Give the field a label, such as Roof pitch or Gate count.
• Choose a type: short text, a number, a dropdown, or a yes or no.
• Mark it required if a rep should never skip it.
• Set the order and the section where it appears.

Target the right services

Apply a field to only the services it fits. A roof pitch question can show up for roofing and solar while staying hidden for lawn care.