Custom contact fields

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This is the most important step in the Setmore setup. Setmore captures a customer’s name, email, and phone — but not their vehicle. TracsConnect needs the vehicle so each appointment lands on the right work order. You add the vehicle questions yourself, as custom fields on your Setmore booking page.

The fields you need to add

Field name in Setmore	What customer types	Required?
Vehicle Year	2018	Yes
Vehicle Make	Toyota	Yes
Vehicle Model	Camry	Yes
VIN	17-character VIN	Recommended
License Plate	Plate number	Optional

The first three are required. VIN is strongly recommended — when it’s filled in, TracsConnect can confirm it matched the right vehicle. License Plate is nice to have.

Caution

Capitalization matters. Setmore stores the field names exactly as you type them. If you type vehicle year instead of Vehicle Year, TracsConnect won’t recognize it. Match the table above letter for letter.

Step by step: add a custom field in Setmore

1. Open Setmore. Go to Settings → Booking Page → Custom Fields.

2. Click Add field.

3. Type the field name exactly as it appears in the table above. Capitalization matters.

4. Choose Text as the field type.

5. Mark the field as Required (for Vehicle Year, Make, and Model). Leave VIN and License Plate unchecked.

6. Click Save.

7. Repeat for each remaining field. When you’re done, your Custom Fields screen should look like this:

Verify your fields are working

Open your customer-facing booking page. The new fields should appear after name/email/phone.

If your shop already uses different field names

If you’ve already collected vehicle info under different field names (like Year instead of Vehicle Year), you have two options:

• Easiest: rename your Setmore fields to match the table above.
• If you can’t rename: TracsConnect lets you map your existing field names during connection setup. See Step 4 on the Connect to TracsConnect page.

What happens if a customer skips a required field

Setmore won’t let them. Required fields block the appointment from being created until they’re filled in.

What happens if you skip this whole step

Appointments will still sync into TracsConnect, but they’ll come in with no vehicle attached. They’ll show up in TRACS flagged for review, and someone on your team will have to look up the vehicle by hand before the appointment can become a work order. For a busy shop, this gets old fast.