How to Create Custom Records for Vehicles, Properties, or Pets
Set up custom record types in Local Business Pro to track vehicles, properties, equipment, or other industry-specific data.
Quick Answer: Go to Settings > Records & Templates > Custom Records tab, click Create Record, name it (Vehicle, Property, Pet), then add custom fields to capture the details you need.
Step-by-Step Setup
- Navigate to Settings > Records & Templates
- Go to the Custom Records tab
- Click Create Record
- Enter a name (Vehicle, Property, Pet, Equipment)
- Add a description of what this record tracks
- Click Save
- Go to Custom Fields tab
- Create fields and attach them to your new record type
Example Record Types
Vehicle: Year, Make, Model, VIN, Color, Mileage
Property: Address, Square Footage, Year Built, Roof Type
Pet: Name, Species, Breed, Age, Weight
Equipment: Brand, Model, Serial Number, Install Date
Frequently Asked Questions
Q: Can one customer have multiple records of the same type?
A: Yes, a customer can have multiple vehicles, properties, etc.
Q: Is there an easier way to set this up?
A: Check the Industry Records tab for pre-built templates for your industry.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Help me create custom records"Or navigate to: Settings > Records & Templates
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Last updated: February 1, 2025