---
title: "Customer Settings: Custom Fields"
description: "Use customer custom fields to record information that is not covered by Repair Pilot’s standard customer fields. ## Before you start - Use an account with permission to manage settings. - Decide what information the field should collect and where…"
url: "https://repairpilot.com/help/customer-settings-custom-fields/"
updated: "2026-10-23"
category: Customers
tags:
  - customer management
  - Settings
---

# Customer Settings: Custom Fields

Use customer custom fields to record information that is not covered by Repair Pilot’s standard customer fields.

## Before you start

- Use an account with permission to manage settings.
- Decide what information the field should collect and where it should appear.
- For dropdown fields, prepare the list of choices staff should select.

 1

### Go to your Repair Pilot Settings

 Open the Settings page by clicking your name in the top right and then **Settings**. ![Add a new customer](https://repairpilot.com/wp-content/uploads/2025/08/Open-Settings.png)   2

### Click on Custom Fields

 On the Settings screen, open **Fields & Forms** and select **Custom Fields**. ![Customer Custom Fields](https://repairpilot.com/wp-content/uploads/2026/10/rp-customer-settings-single-store.jpg)   3

### Add/Edit Custom Fields

 From this screen, you can edit a field by selecting it. To add a new custom field, simply click the **Add a New Custom Field** button. ![Customer settings in a single-store account](https://repairpilot.com/wp-content/uploads/2026/10/rp-customer-custom-fields-single-store.jpg)   4

### 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 determines which module shows the field. Select **Customer** for a customer field. (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) **Maximum Characters** sets a character limit; leave it blank if no limit is needed. (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. ![Customer settings in a single-store account](https://repairpilot.com/wp-content/uploads/2025/09/repair-pilot-guide-custom-fields-form-min.png)   5

### Save the Form

 To finish adding or saving your custom field, select **Save Custom Field**. ![Customer settings in a single-store account](https://repairpilot.com/wp-content/uploads/2025/08/repair-pilot-guide-slide-in-save-button.png)

## What happens next

The field is available for the selected module. If it is required, staff must complete it before saving the relevant form.

## Common questions

### Which field types are available?

Textbox, Text Area, Checkbox and Dropdown / Select are available.

### Can I make a field required?

Yes. Enable Required Field when adding or editing the field.

### Can I limit the length?

Yes. Set Maximum Characters, or leave it blank if you do not need a limit.

## Related guides

- [Adding a New Customer](https://repairpilot.com/help/adding-a-new-customer/)
- [Customer Settings: Customer Types](https://repairpilot.com/help/customer-settings-cutomer-types/)