Customize what your team captures

Updated August 9, 2026 · 2 walkthroughs

Capture fields are the readings, photos and checks your technicians are asked for on a job. Rhumbit ships a catalog for your trade; this is how you shape it to how you actually work.

Pinning a field

Pinning promotes a field so it is always asked for, rather than being buried in a longer list. Pin the handful you genuinely act on — a technician facing forty fields fills in forty fields carelessly.

Fields that depend on other answers

Some fields only become required when the situation calls for it

A field can be required only when another answer makes it relevant — ask for the reason a unit failed only once something has been marked as failed. It keeps the common path short without losing detail where it matters.

Locked fields

Compliance fields are locked — nobody can edit them away

Some platform fields are locked because something else depends on their exact shape — compliance paperwork, or a calculation elsewhere in the app. You can choose whether to ask for them, but you cannot change what they mean.

Fields attached to an equipment type follow that equipment to every future visit, which is what makes year-over-year trends possible. See capturing readings and photos.

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Customize what your team captures

Updated August 9, 2026 · 2 walkthroughs

Capture fields are the readings, photos and checks your technicians are asked for on a job. Rhumbit ships a catalog for your trade; this is how you shape it to how you actually work.

Browse the capture-field catalog

0:16On a computer

The written steps below are the whole walkthrough.

Your field catalog lives in Settings
Open Capture fields
The Capture fields Library opens — 0/100 custom fields used, with saved filter chips above the catalog
One click filters the catalog to your trade
Tap the My HVAC fields chip
The chip is active, the trades filter now reads HVAC, and every row is tagged hvac — the 269 fields this business actually uses
US units only — no duplicate UK twin
Type part of a field name — "Refrigerant rec"
Two results, both in pounds — the metric twin never appears, because this business is set up for the US
Every field opens up to show where it applies
Open the Refrigerant recovered field
The field's own page: its key, its unit, and the service × equipment map of where it is collected
Region is a property of the field, not a filter you set

Recorded August 2026

Pinning a field

Pin a field so it is always captured

0:11On a computer

The written steps below are the whole walkthrough.

Every field maps onto service × equipment
Click a cell to pin the field there
Click the Maintenance Tune-Up × Electric Furnace cell
The cell is staged to pin — nothing has been written yet
Nothing is saved until you say so
Save the staged pin
Saved: the unsaved bar is gone and PINNED FOR now lists Maintenance Tune-Up · Electric Furnace alongside Furnace

Recorded August 2026

Fields that depend on other answers

The written steps below are the whole walkthrough.

Some fields only become required when the situation calls for it

Locked fields

The written steps below are the whole walkthrough.

Compliance fields are locked — nobody can edit them away

Fields attached to an equipment type follow that equipment to every future visit, which is what makes year-over-year trends possible. See capturing readings and photos.