Work Order Custom Fields
Define company-specific dropdown fields such as Cost Type or Variance Code once in Settings, and capture them on every work order.
Overview
Work Order Custom Fields let you capture company-specific information on work orders — for example Cost Type, Variance Code, or Reason for Change. A builder admin defines a dropdown once on the Field Definitions page under Settings, and it appears on every work order form for your company, including Variance Purchase Orders (VPOs). Anyone who can edit a work order can then pick a value.
Getting to the Field Definitions page
Open Settings from the sidebar navigation.
Click Field definitions.
You'll see one section per kind of record. Today there is a single section, Work Order Custom Fields, with a table of every active definition for your company in the order they appear on work order forms.
How to create a field definition
Click Create in the Work Order Custom Fields section header. A form opens in a side panel.
Enter a Label — what users see on the work order form (for example "Cost Type").
Check the Field Key. It fills in automatically from the label as a short lowercase name with underscores (for example cost_type), and you can adjust it — lowercase letters, numbers, and underscores only, up to 50 characters. You cannot change it after saving.
Field Type is set to Dropdown.
Set the Sort Order — a whole number from 0 to 9999. Lower numbers appear first on the form.
Turn on Required if users must pick a value before saving the work order.
Add at least one option. Each option has a Code (what gets saved, for example "V4"), a Description (what users see in the dropdown, for example "Plan Error"), and a Require notes switch. Use Add option for more rows.
Click Save. The panel closes and the new row appears in the table at its sort order position.
ℹ️ Options appear in the work order dropdown in the order you add them here.
How to edit or delete a field definition
Click the definition's row in the table. Its details open in a side panel.
Click Edit to change the label, sort order, required setting, or options. Field Key stays locked because saved work order values refer to it.
Click Save.
To remove a definition instead, click Delete while editing and confirm.
⚠️ Deletion is permanent. Deleting a field definition also removes every value stored against it on existing work orders. There is no restore.
How to fill in custom fields on a work order
Once a definition exists, its dropdown appears automatically wherever you create or edit a work order — the work order form for a VPO, the inline work order form on a task, and the task panel when a task has a linked work order.
Open the work order for editing.
Pick a value from each custom field dropdown. Required fields show an asterisk and must be filled in before you can save.
If the option you picked has Require notes turned on, a Notes box appears underneath. Enter an explanation — you can't save without it.
Save the work order.
Where saved values show up
On the work order details inside a task, each saved custom field value shows its code and description, with any notes underneath. If an option is later removed from the definition, the saved code still shows so historical data is never lost.