You can add custom fields in several different places.

Example: There is a field you'd like to add to Estimates to be seen internally by employees.

To add a new Custom Field click the "Resources" tab and click "Custom Fields."

Next, click the "+ New Template" button

Select where you want this new custom field to appear.

Add a custom field to assets (properties), chemical tracking, chemical applications, customers, equipment, estimates, events, invoices, or vendors.

Next, enter what you want the Custom Field to be named/labeled. This is what will show when you see the custom field.

Then choose what type of field you want it to be. You can choose from text, checkbox, date, decimal, or integer.

If you want the field to move with the work, from the estimate to the invoice, so you can still see it, check the box to make it a transferrable field.

Last, select the default value. Since it is a checkbox, you will choose whether you want it to be checked automatically.

When finished, click the "Save Field" button.

You will then see this new field when creating a new Estimate. This time is only visible on your end when you edit the edit.

It will not appear on already created estimates or when the customer views them.