Custom fields

Extra details to record on each kind of record.

Add field

ClientsSitesJobsQuotesTenders

Label	Type	Required	Shown on PDF
Payment contact	Text
Account managerMac Sweeny, Rob Hendry, Kate Lindqvist	Dropdown

Tags

Labels you can put on Clients, Sites, Jobs and Quotes.

• Priority Client6 uses
• After hours9 uses
• Warranty4 uses
• Rooftop11 uses
• Council approval2 uses
• Strata7 uses

New tag name

Add tag

Job statuses

Order is the order they appear in. System statuses can be renamed but not removed.

Save Job statuses

1. System
2. Remove Scheduled
3. Remove In progress
4. Remove On hold
5. System
6. System

Add status

Quote statuses

Order is the order they appear in. System statuses can be renamed but not removed.

Save Quote statuses

1. System
2. Remove Pending approval
3. System
4. System
5. System

Add status

Webhooks

Send an event to your own software when something changes.

Add webhook

URL	Events	Last delivery	Status
https://hooks.tidewatermech.com.au/jobs	job.created, job.completed	Today, 08:12200	Active
https://api.zapier.com/hooks/catch/48213/x7q2	quote.won	Yesterday, 16:40200	Active
https://reports.tidewatermech.com.au/ingest	invoice.issued, invoice.paid	Yesterday, 11:05502	Failing

API keys

For your own software. Claude connects through a Claude Connection, not a key.

Create key

Name	Created by	Created	Last used	Key	Actions
Power BI reporting	Mac Sweeny	19/07/2026	Today, 06:00	sa_live_7f3…	Revoke Power BI reporting
Website enquiry form	Dana Brooks	12/09/2026	Yesterday, 14:22	sa_live_c1a…	Revoke Website enquiry form
Old payroll export	Mac Sweeny	27/03/2026	Never	sa_live_92e…	Revoke Old payroll export