How Custom Objects Flow Through Your Workflow
Learn how custom records (vehicles, properties, equipment) attach to jobs and estimates in Local Business Pro.
Quick Answer: Custom records belong to contacts and can be attached to jobs and estimates. This links specific vehicles, properties, or equipment to work orders for complete service history tracking.
The Flow
- Customer calls about their specific vehicle/property/equipment
- AI collects details and creates or updates the record
- Estimate is created with the record attached
- Job is created from estimate - record stays linked
- Technician sees exact details on the job
- Service history tracks for that specific item
Benefits
- Complete service history per vehicle/property
- Technicians know exactly what they're servicing
- Future calls reference past work on same item
Frequently Asked Questions
Q: Can one contact have multiple vehicles/properties?
A: Yes, contacts can have multiple custom records of any type.
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Last updated: February 1, 2025