Custom properties are user-defined metadata fields that let you track additional information on your records. Use them to capture data like client names, priority levels, specification sections, or anything else your workflow requires.
Managing properties
Custom properties are configured at the organization level. Go to Settings, select your organization, and click Properties. The page lists all active properties and provides access to presets and AI generation.
To create a property, click New property. Give it a name, choose a type, and select which record types it should appear on. For Dropdown and Multiple checkboxes types, you also define the list of options. A live preview at the bottom of the dialog shows how the field will look. Click Create to save.
To edit an existing property, click it in the list. The same dialog opens with the current values. Change whatever you need and click Save. To delete a property, open it for editing and click Delete. Deleting deactivates the property -- existing values are preserved but hidden.
Property types
Type | Description |
Text | Single-line text input |
Multi-line text | Expandable text area for longer content |
Number | Numeric input |
Date | Date picker |
Checkbox | Single true/false toggle |
Multiple checkboxes | Multiple selectable options from a defined list |
Dropdown | Single selection from a defined list |
URL | Web address with link formatting |
Email address input | |
Phone | Phone number input |
Currency | Numeric input with a currency symbol prefix |
Percentage | Numeric input with a percent symbol suffix |
Record types
Each property can apply to one or more record types: Project, Count takeoff, Linear takeoff, Area takeoff, and Product. Select the types under Show on forms for when creating or editing a property. Properties appear as additional fields on the relevant forms -- in project details, takeoff symbol panels, and product forms.
AI-generated properties
The properties page includes an AI input at the top with the prompt "What do you want to track?" Describe the data you need in plain language and Exayard generates a property definition with a suggested name, type, record types, and options. The result opens in the property dialog for review before you save it. You can also use the AI sparkle button inside the property dialog to regenerate from the current name.
Preset templates
Below your properties, Exayard provides curated preset templates organized into categories: General, Project, Takeoffs, and Products. Each preset has a name, description, and pre-configured type and record types. Click Enable next to any preset to open it in the property dialog with its values pre-filled. Once enabled, the preset shows as Enabled in the list. Presets cover common construction fields like client name, job number, job site address, project status, specification section, supplier, and lead time.