Understanding the Contact-Centric Architecture
Learn how Local Business Pro connects all customer data through contacts. Every feature links back to the customer.
Quick Answer: Everything in Local Business Pro links to a contact. Conversations, appointments, estimates, jobs, invoices, and custom records all belong to contacts, giving you a unified customer view.
What Connects to Contacts
- Conversations - Phone calls and chats
- Appointments - Scheduled services
- Estimates - Quotes and proposals
- Jobs - Work orders
- Invoices - Bills and payments
- Custom records - Vehicles, properties, equipment
Why This Matters
When a customer calls, your AI can instantly access their entire history - past jobs, open estimates, scheduled appointments, and custom records. This enables personalized service and intelligent automation.
Frequently Asked Questions
Q: Where do I see all this connected data?
A: Open any contact and use the tabs to see all related entities in one place.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"How does data connect together?"Tags:
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Last updated: February 1, 2025