Add custom fields to a customer
Custom fields hold your own details on a customer: a name and a value each, such as a loyalty card number or who referred them. They stay inside Servicebay for your team.
Open the customer's profile
Go to Customers and tap the customer. Their profile opens on the Information tab, where the Custom Fields card sits below Customer Information. Adding a new customer? The same Custom Fields section is on the Add Customer screen, below Internal Notes, and it's there when you edit a customer from a job, quote or invoice too.
Add a field
Tap Add Field, then type a Name for it (up to 60 characters) and its Value (up to 1,000 characters, over several lines if you need). A customer can have up to 25 custom fields; once they have 25, Add Field is turned off.
Save it
Tap Save Changes in the bar at the bottom of the screen. On the Add Customer screen, Save Customer saves the fields with everything else. A field that has a value but no name holds the save back and shows "Give this field a name." until you name it.
Copy a value
Tap the copy icon inside a Value to copy it. You'll see "Value copied."
Edit or remove a field
Change a field's name or value in place, then tap Save Changes. To remove a field, tap its trash icon. If the field has anything in it, Servicebay asks first: tap Remove, then Save Changes, and it comes off the customer.
Find a customer by a field's value
Type a value, like a loyalty card number, into the search on Customers and the customer it belongs to shows up. Search matches field values, not field names. It works the same in the customer list you pick from when you choose a customer for a job, quote or invoice.
Know who sees custom fields
Custom fields are for your team only. They never appear on quotes or invoices or on the links you send customers, and they aren't sent to Xero or QuickBooks. Team members with the Viewer role can see and copy them but can't add, change or remove them. Keep passwords and other sensitive details in the customer's Records tab instead.