Custom fields let you track extra information on drivers, vehicles, and trailers, such as a terminal, a hire source, a lease deposit, or the tablet or ELD serial number assigned to each truck.
Add a custom field
- Go to Settings > Custom Fields.
- Open the Driver, Vehicle, or Trailer tab.
- Click + Add Custom Field.
- Enter a Name, choose the Model (Driver, Vehicle, or Trailer), and choose the Field Type: Text, Number, Select, or Multi Select.
- Save. The new field appears in the list under that tab.
Use the edit (pencil) or delete icon in the Action column to rename or remove a field.
Entering amounts and numbers
A Number field only accepts digits and a decimal point, for example 105000.00. Don't type a $ sign, spaces, or commas, or the value won't save.
Tip: To show the currency, put it in the field name instead, for example Value ($) or Monthly Lease ($). If you need to type the amount exactly as written, use a Text field.
Use custom fields
- Fill them in on the Info tab of a driver, vehicle, or trailer profile, under Custom Fields.
- Filter the Drivers, Vehicles, or Trailers list by a custom field.
- To update many records at once, use Export CSV, make your changes, and re-import the file.
Can't edit a custom field? Your role may not have permission to edit drivers or equipment. Ask an admin to check Settings > Roles.