Customization

Every business runs a little differently. Service Buddy gives you a handful of powerful tools to shape the platform around your workflow — without writing code or waiting on IT.

Articles in this category

• Create a custom field — add the fields your business needs to any client, job, invoice, or quote.
• Choose the right custom field type — picking between text, number, dropdown, address, and more.
• Show custom fields on PDFs and templates — surface custom data to your clients.
• Organize with tags — create reusable tags for jobs, products, and invoices.
• Print and share labels — generate label PDFs for warehouses, equipment, and shipments.
• Manage locations — add stores, showrooms, and warehouses that appear on invoices, jobs, and purchase orders.
• Assign employees and jobs to locations — keep multi-branch operations clean.
• Add internal notes — capture private team-only notes on any client, lead, job, or invoice.

Common questions

Should I use custom fields, tags, or notes?

• Custom fields for structured data you need to capture consistently (Stair Count, Subfloor Type, Furniture Move Required) and filter on later.
• Tags for soft grouping that helps you slice lists (Stairs, Pet Damage, Special Order).
• Internal notes for free-form context that doesn’t fit a field (call summaries, change-order conversations, heads-ups for the next person opening the record).

What custom fields are typical for a flooring retailer?

Gate Code, Preferred Installer, Stair Count, Furniture Move Required, Subfloor Type, Pet on Premises, Referral Source, Sample Returned, Mill Order Number. See Create a custom field for the setup.

Do I need to set up locations?

Only if you have multiple stores, showrooms, or warehouses. Single-store retailers can skip locations entirely. Set them up when you open a second showroom or want regional reporting. See Manage locations.

Can clients see anything from these tools?

Custom fields can be made visible on PDFs (toggle per field). Internal notes are always private — clients never see them. Tags are internal-only. See Show custom fields on PDFs.

Are tags shared across the team?

Yes — once anyone creates a tag by typing it, the whole team can see and reuse it. Pick a naming convention up front (Title Case, no hyphens) so the tag library doesn’t end up with Stairs, stairs, and Stair Job as three separate tags.

How do I tailor invoices and quotes for residential vs commercial clients?

Use Tags to mark client/job type, then use scope of work templates (one per client type) to pre-fill the right narrative. Custom fields can capture commercial-only details (PO Number, Building Code) and be made visible on PDFs only for those records.