Booqable includes standard fields, such as a customer's name and a product's SKU, but you may need additional fields to store information specific to your rental business.
Common examples of custom fields include:
Orders: Project types, delivery preferences
Customers: Alternative contact details, company names
Products: Warehouse locations, serial numbers
How custom fields work
Custom fields can be added to:
Customer profiles
Manual order details
Online checkout fields
Product information
These fields can be used for internal team communication or to collect additional details from customers.
Adding a custom field
Go to: Settings > Custom Fields
Click: "Add new field" in the customer, order, or product section. (To add a field to the online checkout, click here.)
Enter a label: This will be the name of the field.
Choose a data type: This determines how the field appears.
(Optional) Select documents: Choose whether the custom field should be displayed on quotes, contracts, invoices, or packing slips. You can also enable or disable this later when editing the field.
Click Save.
Where to find custom fields in Booqable
Customers
Go to Customers and select a customer.
Custom fields appear under the Information tab.
💡 These fields are also displayed in your documents if enabled.
Orders
Go to Orders and select an order.
Custom fields appear in the Information section.
💡 If enabled, these fields appear in documents, such as quotes, contracts, invoices, and packing slips.
Products
Go to Products and select a product.
Custom fields appear under the Settings tab.
💡 These fields can also be displayed on documents if selected during creation or editing.
Best practices
Displaying custom fields on documents
Custom fields for orders, customers, and products can be shown on:
✅ Quotes
✅ Contracts
✅ Invoices
✅ Packing slips
You can choose whether a custom field appears on these documents when creating or editing it.
Using custom fields in emails
You can insert custom fields into email templates using variables. The format is:
{{context.custom_fields.field_id}}Context: Can be
order,customer, orproduct.Field ID: Found in Settings > Custom Fields.
📌 Example based on the screenshot above:
A customer's address:
{{order.custom_fields.surface}}
For products, custom fields must be added inside the order line section:
{{#order.lines}}
{{product.custom_fields.tubes_tires}}
{{/order.lines}}Exporting custom fields
Custom fields are included automatically when exporting data from the Orders, Customers, or Products pages.