Custom Fields

Custom Fields allow you to add your own extra information fields to Clients, Assets and Jobs in Repair-CRM.

You can use them to store information that is important for your workflow but is not part of the default Repair-CRM fields.

Custom Fields can now be created and edited directly in your account settings.
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Custom Fields can be added to:

Clients
Useful for client-specific information, such as customer numbers, preferred language, access instructions, billing notes or special requirements.

Assets
Useful for asset-specific details, such as serial numbers, equipment counters, maintenance values or machine-specific data.

Jobs
Useful for job-specific information, such as extra work descriptions, internal notes, status details, checklists or follow-up requirements.

When creating a Custom Field, you can choose the type of information you want to store:

Text
For short text values.

Multiline text
For longer notes, descriptions or comments.

Number
For numeric values, counters or measurements.

Date / Time
For dates, deadlines, scheduled times or recorded service times.

Dropdown
For predefined selectable options.
You can define the available dropdown options yourself.

Example dropdown values for a Job Status field:

You can choose where the Custom Field should appear on the form.

For Jobs, Custom Fields can be placed in different sections, such as:

For Clients and Assets, you can also choose from the available placement options for those record types.

This helps you keep the form organized and place the extra field where it makes the most sense in your workflow.

You can choose whether a Custom Field should also appear in the list view / grid.

Enable Show in list/grid if the field contains important information that you want to see directly in the list, without opening the full record.

For example:

While editing a Custom Field, you can preview how it will appear on the web interface.

A mobile preview is also available to give you an approximate view of how the field will look for technicians using the Mobile App.

Technicians can view and edit these Custom Fields on the Mobile App, so the extra information can also be used in the field.

Here are some common examples of Custom Fields used by our clients.

Client code / Client number
Useful if you already track your clients with your own internal numbering system.

Language spoken by the client
Useful when your team works with clients who speak different languages.

Access instructions
For gate codes, entry notes or special instructions.

Coffee machine counter
For tracking the number of coffees made or beans grinded.

Printer counter
For tracking printed or copied pages.

Serial number
If you need an additional asset identifier.

Warranty expiry date
For tracking warranty information directly on the asset.

Additional description of the work
For extra job details that do not fit into the standard description.

Internal note
For information only your team needs to see.

Status of the work
For custom workflow statuses.

Further work needed
For follow-up work or recommendations.

Parts required
For listing parts that still need to be ordered or installed.

Custom Fields are shown on the Work Order PDF by default.

If you need specific Custom Fields to disappear on the PDF, this can be customized for your account. Please contact support if you would like to include/exclude Custom Fields on your Work Order PDF.

Custom Fields help you adapt Repair-CRM to your own service workflow.

You can create extra fields for Clients, Assets and Jobs, choose the field type, define dropdown options, decide where the field should appear, show important fields in lists, and make them available for technicians on the Mobile App.