*Custom Fields is available on the Enterprise tier. If you're on a lower tier and need the feature, speak to one of the Workshop team about a bespoke add-on.
What are Custom Fields?
Custom Fields let you add extra data points to customer and job records that aren't built into Workshop by default, such as a membership number, a warranty reference, or a customer's date of birth (as in the example image below). Once created, a custom field appears natively on the relevant edit and creation forms, just like a built-in field.
Where to set them up
Custom Fields are configured under System Settings, with separate tabs for customer fields and job fields.
When creating a field, you'll set:
Name — what shows on the form
Description — optional guidance for staff filling it in
Type — see below
API key — generated automatically and used to read or write the field via the public API. This cannot be changed once the field is created.
Available field types
Type | Notes |
Short text | Supports minimum and maximum character length |
Long text | Supports minimum and maximum character length |
Number | Supports minimum and maximum value |
Yes/No (boolean) | Simple switch |
Date | Standard date picker |
Select (dropdown) | Useful for loyalty tiers or categorisation; up to roughly 50 options per field |
Archiving a field
If you no longer need a field, you can archive it from the same settings screen. Archiving hides the field from customer and job pages but keeps the underlying data, so nothing is lost. Archived fields can be restored at any time from the dropdown menu.
Note: Reordering is currently only available amongst your custom fields themselves. Built-in fields (e.g. first name, last name) cannot yet be reordered relative to custom fields.
Importing and exporting data
Spreadsheet import and export for custom field data isn't supported in this initial release. If you need to bulk-populate custom fields, for example when migrating from another platform, this can currently be done via the public API.