Custom Fields let you add your own fields to every Project. Track details like a gate code, permit status, or job type right on the Project. Set them up once, then use them across all your Projects to fill in your custom details.

This feature is in Beta. Plan availability is subject to change. This feature is only available on the web app.

Creating a custom field

Note: Admins and Managers can create, edit, and delete custom fields. Standard Users can see the list but can't change it.

Click Resources > Custom Fields in the left navigation.
Click Add field.
Enter a name for the field
Choose a type.
For a Dropdown, add the choices people can pick from.
Click Save.

Choosing a field type

You can't change a field's type after you save it, so pick the one that fits. You can rename a field at any time.

Type	Use it for
Text	Notes, reference numbers, anything freeform
Number	Counts and measurements
Currency	Job cost, quoted amount, deposit
Date	Inspection date, permit expiration
Date and time	Scheduled arrival, appointment slot
Dropdown	A list of choices you set up
Yes/No	Simple confirmations, like whether a job needs a ladder
URL	A link to plans, permits, or another system

Note: If you rename a field, it will update all Projects with that Custom Field to the new updated field name.

Filling in Custom Fields on a Project

Note: Admins, Managers, and Standard Users can fill in custom fields. Restricted Users can see them but can't edit them.

Open a Project.
Click the expandable Sidebar icon on the right if the panel is collapsed.
Find the Custom Fields tile on the right side of the Project.
Click the pencil icon in the Custom Fields tile.
Fill in the fields that apply to this Project.
Click Save.

A new Project starts with no values. Until you fill something in, the tile says no custom fields are set. Open the tile to see all your fields.

Each Project keeps its own values. The same field can hold a different answer on every Project.

Deleting a Custom Field

Note: Admins and Managers can delete custom fields.

Click Resources > Custom Fields in the left navigation.
Find the field you want to delete.
Click Delete.

Important: Deleting a custom field removes it and any information entered into from every Project in your account. Before deleting a custom field, make sure you don't need the information on past Projects.

FAQs

Can Collaborators see Custom Fields?

Collaborators can't see Custom Fields on a shared Project. Only Users in your company can see them.

How many Custom Fields can I create?

You can create up to 100 Custom Fields per company.

Can I change a Custom Field's type?

You cannot change a Custom Field's type after you save it. To use a different type, create a new field. You can rename a field at any time.

Can I use Custom Fields in the mobile app?

Custom Fields are only available on the web app right now.

Can I search or filter Projects by a Custom Field?

You cannot search or filter Projects by a Custom Field value right now.

Does every Project get every Custom Field?

When a Custom Field is created in your account, every Project in your account will Custom Field available for use. Just like other data fields in Projects (title, address, etc.) the Project will have it’s own field value.

Do custom fields replace the Project description?

Custom Fields don't replace the Project description. Use them for details you want to track the same way on every Project.

Can I manage Custom Fields through the CompanyCam API or MCP?

Yes, developers can use the CompanyCam API or MCP server to list, create, and update Custom Fields, as well as read, set, and clear Custom Field values on a Project.

Deleting Custom Fields through the API or MCP is not currently supported.

For more information, visit our Developer Portal for API documentation and integration resources.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

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Using Custom Fields