Custom fields on workboard cards and estimates

Every shop has its own data they ask every customer — preferred brand, warranty status, fleet code, insurance company, key location. Custom fields let you add these to workboard cards and estimates without us touching code.

Opening

Settings → Custom Fields. Lists existing fields; sort by drag-handle.

Creating one

1. Click New field.
2. Name — what staff see as the label. Short and clear ("Preferred brand", "Warranty?").
3. Type — pick one:
   • Text — single line. Use for codes, references.
   • Textarea — multi-line. Use for notes.
   • Number — accepts digits only. Use for fleet IDs, mileage, anything numeric.
   • Date — a date picker. Use for warranty expiry, insurance renewal.
   • Checkbox — yes/no. Use for "Has warranty?", "Insurance claim?".
   • Dropdown — choose from a fixed list. You define the options.
4. Required — toggle. Required fields block save until filled.
5. Show on workboard card — surface the value as a chip on the card. Don't tick everything — pick the 2–3 mechanics need to glance at.
6. Show on estimate — surface the value (label + value) on the estimate form, and on the customer-facing approval page if they need to see it.
7. Active — defaults on. Off hides it from new records; existing values stay.

Reordering

Drag-handle on the left of each row. The order here drives the order on the form.

Examples worth copying

• Preferred brand (Dropdown: Bosch, Bridgestone, Castrol, Other) — visible on card → mechanic sees brand at a glance.
• Warranty? (Checkbox) — visible on card → don't fit a counterfeit part by accident.
• Fleet code (Text) — visible on estimate → matches the fleet customer's PO number.
• Insurance company (Text) — visible on estimate → for claims handling.
• Last service km (Number) — visible on card → mechanic knows interval.
• Drop-off contact (Text) — for fleet drivers different from the billing contact.

Reporting on custom fields

Custom field values are exportable in the CSV from any list view (workboard, estimates, customers). For dashboards based on a custom field (e.g., "what % of customers have a warranty?"), pivot the CSV in Excel — we don't currently have native dashboards on custom fields.