Custom Fields is included in Premium.

Custom fields let your team record extra details in Workshop, such as a customer's membership number, the budget agreed for a job or a bike's condition. You define a field once, then enter a separate value on each customer, job or asset record. All custom fields are optional.

If only some setup changes save, keep the editor open and select Save changes again to finish. Retrying keeps the changes that already saved.

If the page says another business manages the fields, an administrator in that business must change the field setup. You can view the setup here.

Ungrouped fields appear first, alongside the existing record details. Named groups appear below them as collapsible rows, with subgroups indented. Groups with no active fields anywhere in their subtree are hidden. A field with a blank value still appears.

Groups start collapsed each time you open a record. Open several independently, or select Expand all or Collapse all. Collapsing keeps unsaved input, and ordinary saves or field-setup refreshes keep the current expansion state. Expansion is not remembered between record openings.

If a closed group contains an invalid field, its error notice stays visible. Select Review fields to open its parent and subgroup and focus the affected input.

Group changes apply to existing records, including completed jobs. They do not change saved field values. The surrounding form still controls saving, as described below.

Open My Customers and choose the customer, or open a job's Customer tab. Ungrouped fields appear alongside the built-in details under Customer info, with named groups below them. Customer fields appear before Notes.

Select Update Details to save your changes, including any values you have cleared. If a save fails, keep the form open, correct any highlighted values and select Update Details again. Save before leaving the customer form.

Open Job Information. Job fields appear near the top of the tab, before the bike and service bookings.

Change a value and click or tab out of the field to save it. Dropdown choices save when the menu closes. To remove a saved value, use the field's clear button; the change saves straight away. Check the job header for the save status.

If a save fails, your edit stays in the field and the job header shows Unsaved. Correct any highlighted value, then select Retry or click or tab out of that field again.

Closing the job panel or switching its tabs waits for pending Job field saves. If an edit still cannot be saved, Workshop asks before discarding it. If you navigate elsewhere in Workshop, select Open on the Unsaved changes notice to return to the job. Save or explicitly discard your Job field changes before refreshing or closing the browser.

Open My Customers, choose the customer, then open the bike or other item's edit form. Its custom fields appear alongside the item's details. Enter or clear the values, then select Save. You can also enter custom values when creating the item.

The values stay with that item across its jobs. To view or change them later, reopen its edit form. If the item saves but its custom fields cannot be saved, keep the form open, correct any highlighted values and select Save again.

When creating a customer or job, custom values are saved with the new record. New-customer fields appear before the optional address. In a new job, the fields are part of Additional information, available after you select a customer, a bike and services.

In Configuration → System Settings → Custom Field Settings, choose Customer fields, Job fields or your workshop's item-fields tab, then select Manage groups. Each has its own group list. Groups belong to the field setup, so businesses using a shared setup use the same groups. An administrator in the business managing that setup can change them.

Select Add group, enter a name and choose Create group. Use a group's menu to select Edit, Add subgroup, Move up, Move down or Delete. Edit lets you rename the group or change its parent; choose Save changes to apply those edits. Group names can repeat, so check the parent and subgroup path when choosing a destination.

Groups support one level of subgroups. A group with subgroups cannot be placed inside another group; move its subgroups elsewhere first.

Drag groups within their sibling list, use the arrow keys on a drag handle, or choose Move up or Move down. Moving a parent carries its subgroups with it. Ordering saves immediately.

When creating or editing a field, use Group to assign it to a group or subgroup. New fields default to Ungrouped. Save the field editor to apply its assignment and other changes.

Select fields using the table checkboxes, including across search and group filters, then use the floating Actions menu:

Dragging fields changes their order within their current group. To change membership, use the field editor's Group selector or Move to group. Filtering does not remove hidden fields from the saved order.

Deleting a group also deletes its subgroups and moves their fields to Ungrouped, including archived fields. It keeps the fields, their keys and saved values. Empty groups remain available in settings until you delete them.

In Custom Field Settings, choose Customer fields, Job fields or your workshop's item-fields tab. If all active fields are ungrouped, drag them directly in All. You can also drag in All when every active field belongs to the same group, even if other groups are empty.

If your active fields are spread across groups, or include both grouped and ungrouped fields, select a group or Ungrouped from the Group filter. Then drag the fields into the order you want within that list. Search narrows the list but does not enable dragging in a mixed All view.

You can also use a field's More actions menu to move it up, down, to the top or to the bottom within its current group. Field ordering saves when you move a field.

Use Manage Groups to reorder groups and subgroups. Dragging fields changes their order within their current group; it never moves them into another group. To change a field's group, edit its Group, or select fields and use Move to group.

To stop using a field, choose Archive from its menu. This hides it on records while keeping saved values. Open Archived fields and select Restore to bring it back at the end of the active list, with its saved values.

For single-select fields, you can reorder, archive and restore choices in the field editor. Select Save changes to apply these changes. An archived choice cannot be selected for a new value; a record that already uses it keeps that value and shows it as archived.

Each field setup supports 150 active fields for each record type: Customer, Job and Asset, with 300 fields in total for each record type, counting active and archived fields together.

Customer, Job and Asset limits are separate. Archiving a field frees an active slot but does not reduce the total field count. Restoring a field needs a free active slot.

If you see a total-size error, shorten lengthy values where appropriate. Keep the form open and contact Support with the error message if you need help. A higher field-count limit does not increase the combined size allowance.

The field key identifies the field in integrations and is generated from its name. You can usually leave the generated key as it is. Keys cannot be changed after creation, even if you later rename the field.

Custom fields for customers, jobs and customer-owned assets are available in Workshop web. They are not currently shown in the native Workshop app or customer booking widgets. Spreadsheet import/export and automatic reporting of custom values are not available; integrations can use the public API. Built-in fields cannot be reordered among custom fields.