Every subcontractor tracks different information from job to job. SimplySub lets you create custom fields and property groups so your job records can match the way your business actually works.
What this Feature Spotlight covers
This walkthrough shows how to configure custom job information from the Fields and Forms section of Admin Settings, including:
- Creating and organizing custom property groups for job records
- Adding custom fields such as dates, multi-line text, numbers, and dropdowns
- Rearranging fields and groups to control how job details are displayed
- Choosing which custom field values appear on job cards and in list view
- Adding dropdown options to track information such as project stages or milestones
Why it matters
Custom fields give subcontractors a practical way to track the information that matters to their business without forcing every job into the same predefined structure. You can use them for project milestones, deadlines, phases, internal details, workflow stages, or other information your team needs to see.
Important values can also be displayed directly on job cards and in list view, making useful job information easier to find without opening every record.
Built to stay simple
SimplySub keeps customization flexible without making job setup complicated. Fields and groups can be created, renamed, rearranged, and organized from one place, allowing you to adapt your workspace as your processes change.
Custom properties are also available for other SimplySub records, including customers, suppliers, vehicles, equipment, employees, and contractors.