Custom fields may be added by the site’s Admin user(s) by selecting ‘Manage Custom Fields’ from the Site Settings icon.

The Site Settings icon can be found next to the site name at the top of the work list page or from the left-side menu. See the Site Settings article for more information. If you do not see this icon, you are not an Admin user.

This is a free type field, which is useful for those who work with company-specific information that does not easily fit into other categories.

Example: Values (not cost related), project-specific information with no set data

This is similar to the Description field and Comments box where you can add additional formatting the information placed here, such as:

A list custom field is useful for creating single- or multi-tiered lists—for example, create a list of locations on your project that you can sort and filter.

Example: Locations (main list, sub-lists); Assigned To; Approved By; Warranty Status

The / character is not supported in a list of custom field entries but may be used in the field name.

Note: Only 1 entry on a List custom field may be selected when adding or editing a point. For example, if there are 3 options: Yes, No, Pending—you may only select one of these options.

​*Pro Tip: Large lists in Excel format, such as a list of locations or manufacturers, can be quickly uploaded on the backend by a member of the Pinpoint Works team. Contact us for more information.

This is a simple checkbox field that quickly denotes visual information. You can sort and filter by this field.

A date field is linked to a calendar and can be used to set date-specific information required for your project.

Example: Completed, Due By, Next Service Date

Note: ‘Date Added’ and ‘Date Updated’ are default fields, and they appear automatically in your table.

Track times in minutes, hours and days using this field.

Contractors and Crew can enter their time on a task, adding multiple entries until the job is finished.

Each entry will be added to the total time for that point. By default, the total time on all jobs will be tracked in the table footer.

Cost fields are available in USD, GBP and EUR and show cost-related information.

Example: Quote 1, Estimate, Final Cost, Total Cost

Note: The total cost of all figures entered for that field will be displayed in the table footer or, if using the grouping functionality, in the group table header.

This is a simple number field for which a unit of measurement and up to 4 decimal places can be added. Track information such as temperatures or measurements, then sort and filter.
You can choose if you wish to track the total numbers in the table footer.

Track a percentage of task progress with the percentage custom field using full integers (ex. 25, 50, 75, 100). This will show a quick visual indication of which points may need more attention. You can sort and filter by this field as well.

The Custom Field Formula allows users to perform calculations using numbers and basic mathematical operators. Users can define Formulas and choose an output type such as Cost, Number, or Percentage.

Read more about our Formula Custom Field.

Our Timeline feature is an additional custom field option that allows Admin users to add start and end dates to points. These dates are then visually displayed in the Timeline with a new icon from the left-side menu. This feature is an optional paid add-on to the normal subscription. And only Account Managers can enable this feature.

Read about our Integration with Voly Projects.

The number of custom fields that may be added to your sites is unlimited. However, as each site is independent of the others, custom fields must be set up within each site individually.

Like with Tags and Users, Custom Fields can be quickly and easily imported from other sites using the Import tab:

Select the custom field to import using the tick box, then click the 'Import' button.

We recommend using a ‘List’ rather than a ‘Text’ custom field if you have a defined list of information. This allows greater control of data input by your site's users and allows you to sort and filter your work list better.

Example: List of locations, contractors, approval status, etc.

Search and filter information in your list using the Search & Filter button from the main list page.

Admin users can rearrange custom fields in two steps.

Step one: Hover on the custom field you’d like to move; a hand icon will appear, which you can then use to click and hold the field to drag and drop into the preferred position.

Step two: Head back to the work list page, click the Table Columns button, and then click the Reset Table button. The changes can then be seen in the table. Other users can see the new order when they click the Reset Table button.

Admin users can edit custom fields using the blue pencil icon. Fields can be deleted using the red bin icon.

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.
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