Customers & CRM

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.

intermediate 5 min read custom-records vehicles properties pets
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Quick Answer: Go to Settings > Records & Templates > Custom Records tab, click Create Record, name it (Vehicle, Property, Pet), then add custom fields to capture the details you need.

Step-by-Step Setup

  1. Navigate to Settings > Records & Templates
  2. Go to the Custom Records tab
  3. Click Create Record
  4. Enter a name (Vehicle, Property, Pet, Equipment)
  5. Add a description of what this record tracks
  6. Click Save
  7. Go to Custom Fields tab
  8. Create fields and attach them to your new record type

Example Record Types

Vehicle: Year, Make, Model, VIN, Color, Mileage

Property: Address, Square Footage, Year Built, Roof Type

Pet: Name, Species, Breed, Age, Weight

Equipment: Brand, Model, Serial Number, Install Date

Frequently Asked Questions

Q: Can one customer have multiple records of the same type?
A: Yes, a customer can have multiple vehicles, properties, etc.

Q: Is there an easier way to set this up?
A: Check the Industry Records tab for pre-built templates for your industry.