Records & Customization
Model your business, exactly.
Build record types that do not ship in the box: properties, units, assets, contracts, memberships.
Custom objects in practice.
- Build any record typeProperties and units for a landlord, assets for an IT team, contracts for an agency. If your business tracks it, you can model it.
- Its own fields and viewsGive each object custom fields, a record layout, and list views, the same tools the built-in records already use.
- Connected, not siloedLink an object to contacts, deals, invoices, or another object, so it lives inside your business instead of a spreadsheet.
One connected system
A custom object is a first-class record.
Objects you build behave like the ones we ship.
- Raise an invoice against a property you modeled yourself.
- Open a ticket linked to a specific unit or asset.
- Report on contracts up for renewal this quarter.
The other feature in Records & Customization.
Which plan includes custom objects?
Every plan includes custom objects: one on Free, 5 on Starter and 25 on Growth, and as many as you need on Enterprise. Each one gets its own fields, layout and views, and custom fields on the built-in records are included too.
What can I model with a custom object?
Anything with its own records: properties, units, assets, contracts, memberships, inspections. You define the fields and how it links to other records.
Do custom objects work with automations and reports?
Yes. A custom object is a full record type, so it appears in filters, reports, automation triggers, and permissions like any built-in one.
Custom objects, on your own data.
Bring a spreadsheet or an export to a demo and see it there.
