Custom Fields
🔧 How to Add and Use Custom Fields in BodyShop Booster
Custom fields allow you to tailor BodyShop Booster to your shop’s specific needs by capturing information not included in the default customer or repair record. Whether you want to track vehicle types, internal processes, or sync with third-party platforms, custom fields give you the flexibility to do just that.
This guide walks you through creating and configuring custom fields from start to finish.
What Are Custom Fields?
Custom fields let you collect specialized data that’s not built into the system by default. These fields can live in either:
- The Customer Record (general customer info)
- The Repair Record (vehicle, repair, estimate, or insurance-specific info)
You can create custom fields for things like:
- Body Type (Car, Truck, Van)
- Internal reference tags
- Triage conditions
- 3rd-party sync data (e.g., Nexsyis field mappings)
MSO vs. Single-Site Setup
If you’re part of an MSO (Multi-Shop Operator), custom fields must be created at the MSO level to be available across all sites.
Single-location shops can add custom fields at the site level.
Step 1: Add a New Custom Field
To get started:
- Go to the Admin section
- Select Custom Fields
- Click Add New Custom Field
Step 2: Choose Record Type & Section
1. Record Type
Decide whether your custom field belongs in:
- Repair Record (most common)
- Customer Record
This guide focuses on Repair Record Custom Fields.
2. Section
Repair records are divided into the following sections:
- Repair Details (RO#, status dates)
- Vehicle Details (VIN, make/model, etc.)
- Estimate Details (labor hours, totals)
- Insurance Details (provider, claim info)
Example: If you want to track Body Type, choose the Vehicle Details section.
Step 3: Select a Field Type
Here’s a list of available field types in system order:
Field Type |
Purpose |
| Currency | Dollar values (e.g., deductibles) |
| Date | Dates only (e.g., drop-off) |
| Date & Time | Specific date and time stamps |
| Valid email addresses | |
| Image | Upload photos (e.g., vehicle damage) |
| File Upload | Attach files (e.g., scanned docs) |
| Multi-Select | Choose multiple values from a list |
| Number | Numeric data (e.g., scores, mileage) |
| Phone Number | Contact info |
| Signature | Capture digital signatures |
| Single Select | Choose one option (dropdown or radio) |
| Star Rating | Rate condition/quality (1–5 stars) |
| Text Multi-Line | Larger text input (notes) |
| Text Single Line | Short text input (~200–250 characters) |
| Time | Time of day only |
Example: Tracking Body Type
Let’s say you want to track whether each vehicle is a Car, Truck, or Van.
- Choose Repair Record > Vehicle Details
- Set the field label to Body Type
- Choose Single Select as the field type
- Choose input style:
- Radio Buttons – all options visible at once
- Dropdown – cleaner, user clicks to choose
- Add your choices: Car, Truck, Van
(You can reorder or bulk add using Car;Truck;Van)
Step 4: User Permissions & Display Options
Configure how users interact with the field:
- Hidden – Field is not visible
- View Only – Visible, but not editable
- Editable – Full read/write access (recommended)
Set Editable so your team can input or update values.
Step 5: Privacy & Sharing Settings
Control how private or visible each custom field is:
Personally Identifiable Information (PII)
Toggle ON for sensitive fields like names or VINs.
For Body Type, leave this OFF.
- Show in Partner Notes
Enable this if you want external partners (adjusters, dealer contacts, etc.) to see this field.
For Body Type, leave this OFF as well.
Step 6: Save and Review
Click Save to create the field. It will now appear in the selected section of the CRM repair record.
Once populated, custom fields can also be pulled into eSign Forms for personalized communication and data capture.
Current Limitations
Note: At this time, custom fields are only visible within eSign Forms, they are not writable there.
Additional functionality — including support for reports, filters, automations, and Flows — is coming soon.
Final Thoughts
Custom fields are a flexible way to enhance your shop’s data collection and workflow. Whether you’re improving communication, syncing with outside systems, or organizing internal processes, they help you tailor BodyShop Booster to match your operation.
Need help setting up your fields? Reach out—we’re here to support you.