Custom Fields
Create user-defined fields to capture additional information on your appraisals.
This is power-user territory. AwardLettr ships with the standard appraisal fields every appraiser needs, but if you have been doing this work long enough you have probably wished you could track something specific to your practice. Roof age. TPA reference numbers. Whether a property has solar panels. Re-inspection deadlines that are not the same as inspection dates.
Stuffing that data into the Notes field works until the day you need to filter on it, report on it, or merge it into a document template. Custom fields let you turn those scribbled notes into real structured data that flows through your workflow and your generated documents the same way built-in fields do.
Worth setting up if you have a repeatable pattern you keep tracking by hand, especially if you want it to show up in your award letters, invoices, or reports automatically. If you are still figuring out your workflow, skip this for now and come back when you find yourself wishing for a specific field that does not exist.
Custom fields let you capture information specific to your workflow that is not covered by the built-in appraisal fields. You define the fields once, and they appear on every appraisal detail page for easy data entry.
What Are Custom Fields?
Custom fields are additional data fields you create for your account. For example, you might add a "Roof Age" field, a "Property Square Footage" field, or a "TPA Reference Number" field. Each field stores a value per appraisal and can be referenced in your document templates.
Creating Custom Fields
Go to Settings > Custom Fields
Navigate to Custom Fields from the Settings section in the sidebar.
Click "New Field"
Opens the field creation dialog.
Enter a field name
Give your field a descriptive name. This name appears as the label on appraisal pages.
Choose a field type
Select the type of data this field holds.
Save the field
The field is now available on all appraisal detail pages.
Available Field Types
| Type | Best For |
|---|---|
| Text | Short text values like reference numbers or codes |
| Number | Numeric values like square footage or roof age |
| Date | Specific dates like re-inspection dates or deadlines |
| Yes / No | Boolean flags like "Is Re-Inspection?" or "Has Photos?" |
| Dropdown | Predefined list of options to choose from |
Entering Values on Appraisals
Your custom fields appear in a dedicated section on the appraisal detail page. Click any field to enter or edit its value. Values are saved automatically as you type.
Using Custom Fields in Document Templates
You can reference custom field values in your Carbone document templates using the following token format:
{d.custom.fieldName}The token uses the field's system name, which is derived from the field name you entered (lowercased and with spaces replaced by underscores). For example, a field named "Roof Age" would be referenced as {d.custom.roof_age}.
Find the Token Name