Appendix F: Examples of Custom Field Usage for Clients and For Jobs/ Inquiries
Custom fields for Client profile should address information that is still true even after they move. For example, a field “Mobility Aids” provides a place to record if the client needs a cane or wheelchair, and if they used one prior to moving, they will presumably still use one afterwards.
Custom fields for Job profiles should address information that is specific to a location. For example, an elevator code.
Examples, Custom Fields for Client Profiles
- Referred to
- Assessment Date
- Intake complete
- Inquiry call taken by
- Date of Inquiry
- $ Estimate Value
- Health Issues
- Mental Acuity
- Mobility Aids
- Reason for move
- Reason for calling
- Clutter level: 1-5
- Pet information
- Birthdays
- Call After (AM)
- Call Before (PM)
Examples, Custom Fields for Job Profiles
- Realtor Name
- Gate code
- Floorplan (Y/N)
- Mover Hours
- Cleaning Hours
- Handyman Hours
- Basement/Locker Items? (Y/N)
- Garage Items? (Y/N)
- Shed Items? (Y/N)
- Off-site Storage? (Y/N)
- Attic Items? (Y/N)
- Items Other Loc? (desc)
- Selling Hours? (Y/N)
- House Listed? (Y/N)
- Sold Conditionally? (Y/N)
- House Sold? (Y/N)
- Garbage Day