Entity Relationships Guide: Contacts, Jobs, Invoices
Reference guide for how all entities relate to each other in Local Business Pro. Understand the data model.
Quick Answer: Contacts own all records. Estimates convert to jobs, jobs convert to invoices. Custom records attach to jobs and estimates. Offerings become line items.
Relationship Map
- Contacts → Everything - All records belong to contacts
- Estimates → Jobs - One-click conversion
- Jobs → Invoices - Completed jobs become invoices
- Offerings → Line Items - Added to estimates/jobs/invoices
- Custom Records → Jobs/Estimates - Attach (not copy)
Important Notes
- Custom records are attached, not copied
- Same record can link to multiple jobs
- Updates to records reflect everywhere linked
Frequently Asked Questions
Q: Can a job belong to multiple contacts?
A: No, each job belongs to one contact.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"How do entities relate to each other?"Tags:
Was this article helpful?
Related Articles
Bizzy Bot vs Human Support - When to Use Each
Know when to use Bizzy for quick help and when to contact human support in Local Business Pro.
What Bizzy Can and Cannot Do
Understand Bizzy's capabilities and limitations in Local Business Pro. Know what to expect from AI support.
Understanding the Contact-Centric Architecture
Learn how Local Business Pro connects all customer data through contacts. Every feature links back to the customer.
Last updated: February 1, 2025