Adding Custom Property Fields

Property Fields

Property fields are text fields that show up for every single property record inside Pebble. They can be filled out manually, or by importing data from your list. Each property field belongs to a property section. 

Each property field and section can be edited straight from the property's page. Go to properties and click on a property to access your account's custom fields. 

Click on Manage Sections to edit ALL of your property field sections (this excludes the Owner, Seller Leads and Buyer Leads sections since they are there by default).

Click on Add Section to create your own custom fields! To customize your property fields, click on any of the fields that appear on the right side of your screen.

After clicking on Add Section, you'll be asked to name the section and the section's first custom field. Among its data types, you can choose, single-line text, multi-line text, checkbox, date, time, number, and currency.

Editing Sections

To edit a section, click on the Edit icon. 

You can delete sections by clicking on Delete Section.

Placeholder Tags

Anything filled out in your custom fields can be automatically merged onto a document template by way of placeholder tags. Placeholder tags are added in Settings by choosing a template. To view your account's custom fields on your template editor, click on Add Placeholders > Property: