How to Attach Custom Records (Vehicles, Properties) to Estimates
Link custom records like vehicles or properties to estimates in Local Business Pro for clear scope definition.
Quick Answer: Open the estimate, find the Custom Records section, click Add, and select from the customer's existing records or create a new one. The record links to the estimate and transfers when you convert to a job.
Why Attach Records
- Clarity - Customer sees exactly which vehicle/property is quoted
- Accuracy - Specifications inform pricing
- Continuity - Record stays attached through job and invoice
- History - Track all work on specific equipment/property
Step-by-Step Attachment
- Open the estimate
- Find the Custom Records section
- Click Add Record
- Select from customer's existing records OR
- Click Create New to add a new record
- Fill in record details if creating new
- Save - the record is now linked
Frequently Asked Questions
Q: Does the record transfer when I convert to a job?
A: Yes, attached records automatically transfer to the job.
Q: Can I attach multiple records to one estimate?
A: Yes, attach as many as relevant (e.g., quoting service for multiple vehicles).
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Last updated: February 1, 2025