Make the software fit your business
A Salesforce-style no-code customization layer designed for small field service teams - the kind of power the big platforms reserve for paid consultants, made to bend to your trade. Add the fields, forms, layouts, and views you actually need, without writing a line of code or hiring anyone. Available on the Growth plan.
- Shape the platform around your exact workflow instead of forcing your trade to fit someone else's template
- Capture cleaner, more consistent data from every job and visit, so reporting and follow-up actually hold up
- Configure it yourself in minutes, no developer, no consultant, and no expensive implementation project
- Give office staff and field crews screens that show only what matters to them, cutting clutter and mistakes
What you can do with No-Code Customization
Object manager
A single place to shape the records you work with every day. Tailor Accounts, Contacts, Properties, Equipment, Jobs, Visits, Estimates, Invoices, and more to match how your business runs. Included with the Growth plan.
Custom fields
Capture the details your trade depends on. Add gate codes, warranty dates, serial numbers, pet notes, or internal tags as text, number, date, checkbox, or dropdown fields, on any record. Included with the Growth plan.
Page layout editor
Arrange each record so the right information is front and center. Group fields into sections, set what is required, and design clean layouts your office and field crews can actually read. Included with the Growth plan.
Form builder
Build the inspection sheets, checklists, and job forms your work requires. Mix text, photos, checkboxes, and dropdowns so techs capture consistent data on every visit. Included with the Growth plan.
Custom views
Save the filtered lists your team reaches for again and again, jobs by status, overdue invoices, equipment due for service, and switch between them in a click. Included with the Growth plan.
Custom dropdowns
Standardize the language of your business with picklists for job types, lead sources, statuses, and equipment categories, so data stays clean and reports stay accurate. Included with the Growth plan.
Custom actions
Add the buttons and shortcuts your workflow needs right where the work happens, turning repeat steps into one tap from a record. Included with the Growth plan.
No-Code Customization: questions answered
Yes. The customization layer, object manager, custom fields, page layout editor, form builder, views, dropdowns, and actions, is available on the Growth plan. ProHelper's Essentials plan covers CRM, scheduling, estimates, invoices, reporting, and offline mobile.
No. Everything is designed to be configured through a visual, point-and-click interface. Enterprise platforms typically need an admin or paid consultant to set this up; ProHelper is built so a business owner or office manager can do it themselves.
The customization layer works across the records you use every day, including Accounts, Contacts, Properties, Equipment, Jobs, Visits, Estimates, and Invoices.
Adding a few custom fields is common in field service software. ProHelper gives you a full no-code layer, fields plus page layouts, forms, saved views, dropdowns, and actions, the kind of flexibility usually reserved for enterprise tools, made practical for small businesses.
Explore more of the platform
Every piece works together in one app, so there are no integrations to wire up and no setup headaches, just turn on what you need.
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