Repair Pilot has a powerful tool called Custom Fields. This allows you to expand Repair Pilot to suit your business, ensuring you can store and maintain any data that you require. In this guide, we look at how to add and manage Custom Fields for the Customer section.
Go to your Repair Pilot Settings #
Open the Settings page by clicking your name in the top right and then Settings.
Click on Custom Fields #
On the Settings screen, find the box with the heading Customisation and click on the Custom Fields link.
Add/Edit Custom Fields #
From this screen, you can edit any custom methods listed by clicking on them. To add a new custom field, simply click the Add a New Custom Field button.
Enter the Custom Field Settings #
When you add or edit a custom field, you have various options on the form.
(a) The Custom Field Name is the name that will appear next to the custom field on the Customer form, printed documents etc. (e.g. Customer Age etc.)
(b) The Custom Field Location refers to where in Repair Pilot this field will appear. To add a field to the Customer form, you would select Customer.
(c) The Field Type refers to the type of data to be entered into this field. The options are; Textbox (single line text), Text Area (Multi line text), Checkbox (for yes/no options), Dropdown/Select (can hold a list of items to be selected from).
(d) The maximum field length – complete this if you need to limit the number of characters entered into the field.
(e) Compulsory Field – If you check this, it will be marked down as being compulsory in order to submit the Customer form.
(f) Dropdown/Select Options – If you have selected the Dropdown/Select option from (c), then this is where you would enter the options for that dropdown box. Enter an option on each line.
