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Customization March 2026 · 5 min read

Custom Ticket Types, Forms & Workflows: Customizing with Drag & Drop

Software that adapts to you — not the other way round: how to build custom ticket types, individualized input forms, custom status models and roles in XBuild.

Standard isn’t enough — and it doesn’t have to be

Every construction company works differently: different trades, different inspection steps, different responsibilities. Yet most tools force all users into the same forms. Everyone knows the result: repurposed fields, notes in the wrong field, and next to it an Excel list for “the things the tool can't do”.

XBuild goes the opposite way: the platform adapts to your project — already in the PRO version, right inside the project, without an IT project and without consultants.

What you can customize yourself in XBuild

  • Custom ticket types: besides defect, task and question you create any types you like — site diary entry, inspection order, purchase order, safety walkthrough, whatever your process needs.
  • Input forms with drag & drop: add, remove, reorder fields — free-text fields, dropdown lists, checklists, mandatory fields. Every project can have its own forms.
  • Custom ticket statuses: your workflow has more stages than “open and done”? Define your own status models including your own colours — e.g. “inspected”, “approved”, “deferred”.
  • Custom roles & permissions: beyond the standard roles you create your own roles with granular permissions — the external auditor sees different things than the foreman.
  • Live filters, saved queries & dashboard widgets: every user builds their own view — fully in the picture every morning.
Rule of thumb: if you can describe a process on paper, you can model it in XBuild — usually in under 15 minutes.

Practical example: your own inspection order in 4 steps

  1. Create the new ticket type “inspection order” and pick a colour.
  2. Compose the input form: inspection area (dropdown), checklist of inspection points, mandatory photo field, free text for remarks.
  3. Define the status model: requested → under inspection → passed / failed.
  4. Create the role “inspector” with matching permissions and assign it to the team. Done.

From now on every inspection order runs structured, reportable and audit-proof — including automatic reports.

And if it needs to be even more individual?

The customizing in PRO covers an astonishing amount. If your company additionally needs custom features, custom interfaces or a completely own platform with its own processes, that is the case for XBuild Enterprise: there we build, together with you and on the proven framework, exactly the system that models your company — right down to your own branding.

Conclusion

Customization in XBuild is not a surcharge feature but the core of the platform. Start the free trial and build your first custom ticket type — or have it shown to you live in a demo.

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