Custom fields give you the flexibility to collect information that goes beyond the system’s default setup. Every business operates a little differently, and sometimes the standard fields simply aren’t enough.
Custom fields let you add the extra information you actually need. Whether it’s something about a customer, a driver, or an order, you can make the system work the way your team works.
Understanding Custom Field Types
There are 3 types of custom fields. Each type determines where in the system the field will appear and which entity the information will be associated with:
Customer: Used to collect additional details related to your customers
Driver: Used to collect additional details related to your drivers.
Order: Used to collect additional details related to orders.
Create a custom field
To create a new one, navigate to:
The Admin Center -> Settings -> Data Management -> Custom Fields
And click on New. Select the type of the custom field (where you want the custom field to be added).
There are three main settings you'll configure:
Basic Data
Type: Choose the type of field you want to add. The type determines what kind of data can be entered. Available options include:
Select menu (drop-down): Let users pick from a list of predefined options.
Boolean: A simple yes/no or true/false choice.
Number(Int): Only whole numbers can be entered.
Decimal number: Allows numbers with decimals.
Text: Free-form text field for anything you need to capture.
Date: Lets users pick a date from a calendar.
Datetime: Lets users select both a date and a time.
Email: Only accepts valid email addresses.
Phone number: Only accepts valid phone numbers.
File: Users can upload files. You can specify which file formats are allowed (like PDF, JPG, PNG) and set a maximum file size.
JSON: Accepts structured JSON data for advanced use cases. This type is only accessible under certain circumstances and is managed from our back-end if required.
Note: Once a custom field is created, its type cannot be changed. Make sure to choose the right type from the start to avoid having to delete and recreate it later.
Label / Key: Insert a suitable label for this field to be shown to your customers and drivers. The key will be set accordingly. The key can not be changed after the field is created.
Tooltip: Add a particular message as the field's placeholder to help users.
Customer: If your custom field type is customer, you can select whether it applies to business, individual, or both.
Stage: This option is only available for Order type custom fields. It lets you decide at which point in the order process the field will appear:
Order Creation: Shows up when placing an order after the service options.
Pickup: Appears in pickup address details
Dropoff: Appears in drop-off address details
Options
Editable: If you enable this toggle for a customer or driver custom field, the field can be edited by that customer or driver.
Required: Make it required by toggling this field on.
Visibility Settings
Visibility settings let you decide where your custom field appears in the system. Depending on whether it’s for an Order, Driver, or Customer, you can choose which parts of the system will show the information.
Order Custom Fields:
Customer order creation: Appears when the customer is placing an order.
Customer order details: Shown in the customer’s order details in the mobile or web app.
Dispatcher order details: Visible in the dispatcher panel's order details.
Dispatcher order creation: Appears when a dispatcher is creating an order.
Driver order details: Shown in the order details of the driver app.
Tracking page: Visible in the order's track link.
Driver Custom Fields:
Customer order details: Shown in the customer’s order details in the mobile or web app.
Dispatcher order details: Visible in the dispatcher panel's order details.
Driver order details: Shown in the order details of the driver app.
Driver profile: Visible in the driver’s profile page.
Driver register: Makes the field visible in the driver's registration form. This option only works if the field is editable.
Tracking page: Visible in the order's track link.
Customer Custom Fields:
Customer order details: Shown in the customer’s order details in the mobile or web app.
Dispatcher order details: Visible in the dispatcher panel's order details.
Driver order details: Shown in the order details of the driver app.
Customer profile: Shown in the customer’s profile page in the mobile and web app.
Customer register: Makes the field visible in the customer's registration form. This option only works if the field is editable.
Tracking page: Visible in the order's track link.