How to Attach Custom Equipment Records to Jobs
Link equipment, vehicle, or property records to jobs in Local Business Pro for accurate service tracking.
Quick Answer: Open the job, find the Custom Records section, click Add, and select from the customer's existing records or create a new one. This links the specific equipment being serviced to the job.
Why Attach Records to Jobs
- Technicians know specifics - Brand, model, location of unit
- Service history builds - Track all work on each piece of equipment
- Warranty tracking - Know what was serviced when
- Better customer service - Reference past work on the same equipment
Step-by-Step Attachment
- Open the job detail page
- Find the Custom Records section
- Click Add Record
- Select record type (Vehicle, Equipment, Property, etc.)
- Choose from existing records or create new
- If creating new, fill in the details
- Save - record is now linked to the job
Frequently Asked Questions
Q: If I attached a record to the estimate, does it transfer?
A: Yes, records attached to estimates automatically link to the converted job.
Q: Can one job have multiple records attached?
A: Yes, attach as many as relevant (e.g., servicing multiple AC units).
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Last updated: February 1, 2025