Where can I create custom fields?

For jobs (intakes), customers, and products — right in administration, without coding.

Which field types are there?

Text fields, multi-line text fields, and dropdown fields with your own options — for example "B2B one-way / B2C two-way" as a shipping method.

Can I make a field required?

Yes — every field can be marked as required, and you decide the order yourself.

What can a custom button trigger?

Any manual workflow you've set up in SimpliServ — for example generating a document or sending a message. Who can see the button you control via permissions.

Do I need support for this?

No, you create fields yourself. But when setting up your account we're glad to help — that's part of the setup.

Custom Fields & Buttons

Your fields. Your buttons. Your software.

Every business needs different info and different actions: an engine number for the motorcycle, an extended warranty on the customer, your own button on the job. In SimpliServ you create custom fields and custom buttons yourself — without a line of code.

Start for free Book an appointment

∞

custom fields possible

coding needed

1 Klick

your button, your process

Minuten

instead of a software project

Screenshot: create custom fields — type, required, order

Create Yourself

Fields that speak your language

You define the name, type, and order — done. The new field appears right where you need it: at intake, on the customer, or on the product. Your team no longer types info into note fields where no one finds it again.

Text, multi-line, and dropdown fields with your own options
Required or optional — set per field
Order freely sortable

Order details

AU-001288

Custom fields

Motor numberM-2210-48

Gear typeChain gears

Extended warrantyYes

Generate warranty PDF

Custom button — configured by you

From Practice

Engine number? Gear type? No problem.

Real fields from real businesses: the motorcycle workshop captures the engine number, the bike shop the gear type, the mail-order business the shipping method as a dropdown. And on the customer it shows whether an extended warranty applies — visible on every job.

Job: engine number, gear type, external repair number
Customer: extended warranty, club member, loyal-customer info
Dropdown fields with fixed options — no typos

Get personal advice now

Screenshot: custom button on the job

Custom Buttons

Your button. Your process.

Add custom buttons right on the job or customer — with your icon, your color, your name. One click launches the process you've placed behind it: generate a document, send a message, whatever your business needs.

Custom buttons right on the job or customer
One click launches your own workflow
You decide icon, color, and permission

More about workflows

Template: Order finished

TemplatePreview

Hi {{kunde.vorname}}! Your {{geraet.modell}} is ready. 🎉
You can pick it up from us until {{betrieb.schluss}}.
Total amount: {{auftrag.summe}}

kunde.vornamegeraet.modellauftrag.summe+ 12 more

A dedicated template per scenario — your tone, your language, your emojis.

More Than Fields

Statuses, templates, forms — all yours

Custom fields are just the start: job statuses, task priorities, document and email templates are equally yours to shape. And your online forms ask for exactly the fields your business needs.

Your own statuses and priorities instead of preset workflows
Document & email templates with placeholders
Forms with your fields — right on your website

More about forms

Frequently asked questions

Custom Fields & Buttons in detail

Ready for software that adapts to you?

Tell us what info your business needs — we'll show you live how your fields look in SimpliServ.

Start for free Get in touch for advice

14-day free trial · Setup included · Cancel any time