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Customers & CRM

Manage customer profiles, track history, and organize your contacts.

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  • Adding Customers to Your CRM: Learn the different ways to add customer records manually, via import, or through integrations.
  • Understanding Customer Profiles: Everything you can track and manage within a customer profile, from contact info to job history.
  • Using Tags and Segments: Organize customers with tags and create segments for targeted marketing and automation.
  • Duplicate Contacts Appearing - How to Merge and Clean Up: Fix duplicate contact records in Local Business Pro by merging contacts and preventing future duplicates.
  • How to Import Contacts from a Spreadsheet or Other CRM: Bulk import your existing customer list into Local Business Pro using CSV or Excel files.
  • Contact Import Failing? Common Formatting Errors and Fixes: Troubleshoot failed contact imports in Local Business Pro by fixing common CSV and data formatting issues.
  • Step-by-Step: Setting Up Advanced Contact Filters: Create complex filter conditions to find specific customer segments in Local Business Pro.
  • How to Export Contacts for Marketing or Backup: Download your contact list from Local Business Pro as CSV or Excel for marketing campaigns or backup.
  • Contact Custom Fields Not Showing? Check These Settings: Troubleshoot missing custom fields on contacts in Local Business Pro by checking field configuration.
  • Understanding the Unified Contact Timeline: Learn how to use the contact timeline in Local Business Pro to see all customer interactions in one place.
  • How to Add and Manage Custom Records Per Contact: Track vehicles, properties, pets, or equipment for each customer using custom records in Local Business Pro.
  • Best Practices for Contact Segmentation and Organization: Organize your customer database in Local Business Pro with contact types, tags, and custom fields for targeted marketing.
  • How AI Automatically Creates Contacts from Conversations: Understand how Local Business Pro automatically creates contact records when your AI handles calls and chats.
  • Custom Field Data Not Appearing? Check Attachment Settings: Troubleshoot missing custom field data in Local Business Pro by verifying field configuration and entity attachment.
  • How to Create Custom Records for Vehicles, Properties, or Pets: Set up custom record types in Local Business Pro to track vehicles, properties, equipment, or other industry-specific data.
  • AI Extraction Not Working? Confidence Threshold Troubleshooting: Fix AI data extraction issues in Local Business Pro by adjusting confidence thresholds and extraction instructions.
  • Step-by-Step: Setting Up AI Automatic Data Extraction: Configure your AI to automatically extract customer information from calls into custom fields in Local Business Pro.
  • How to Import Industry-Specific Record Templates: Use pre-built industry templates in Local Business Pro to quickly set up records for HVAC, auto, veterinary, and more.
  • Custom Record Not Attaching to Jobs? Linking Troubleshooting: Fix issues attaching custom records to jobs or estimates in Local Business Pro.
  • Best Practices for Writing AI Extraction Instructions: Write effective AI extraction instructions in Local Business Pro that capture accurate data from customer conversations.
  • How to Create Custom Fields for Contacts, Jobs, and Invoices: Add custom fields to contacts, jobs, estimates, and invoices in Local Business Pro to track business-specific data.
  • How to Create Document Templates for Estimates and Invoices: Design professional estimate and invoice templates in Local Business Pro with your branding and standard terms.
  • Understanding Field Types: When to Use Dropdown vs Text vs Date: Choose the right field type for your custom fields in Local Business Pro based on the data you're capturing.
  • Customer Reviews Not Appearing - How to Fix: Fix issues when customer reviews don't appear in Local Business Pro after customers submit feedback.
  • How to Share Your Review Collection Link with Customers: Share your Local Business Pro review link with customers to collect feedback via email, text, or in-person.
  • Step-by-Step: Downloading and Using Review QR Codes: Download your Local Business Pro review QR code for print materials, business cards, and vehicle decals.
  • How to Customize the Review Collection Experience: Customize how customers submit reviews in Local Business Pro, including rating scales, follow-up questions, and redirects.
  • Setting Up Review Branching for Google and Private Feedback: Configure review branching in Local Business Pro to route happy customers to Google and unhappy customers to private feedback.
  • How to View and Use Video Testimonials: View and leverage video testimonials from customers in Local Business Pro for marketing and trust-building.
  • Why Are My Review Scores Low? Improving Customer Satisfaction: Diagnose and address low customer review scores in Local Business Pro by identifying patterns and making improvements.
  • Best Practices for Increasing Review Response Rates: Get more customers to leave reviews in Local Business Pro with proven strategies for timing, messaging, and follow-up.
  • How to Use Review QR Codes in Marketing Materials: Effectively incorporate your Local Business Pro review QR code into business cards, flyers, vehicles, and other marketing.
  • Tracking and Analyzing Customer Review Trends: Track review scores over time in Local Business Pro to identify trends and measure customer satisfaction improvements.
  • How to Track Service History for Customer Equipment: Set up comprehensive equipment tracking with service history in Local Business Pro.
  • Creating a Complete Review Collection System: Automate review requests after completed jobs in Local Business Pro for consistent 5-star reviews.