Customers & CRM

Custom Record Not Attaching to Jobs? Linking Troubleshooting

Fix issues attaching custom records to jobs or estimates in Local Business Pro.

intermediate 4 min read custom-record attaching jobs troubleshooting
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Quick Answer: If you can't attach a record to a job, ensure the customer has that record type created first. Records belong to contacts and then link to jobs/estimates.

How Record Attachment Works

Records belong to contacts first. When attaching to a job:

  1. The contact must have the record (or you create it)
  2. Select from the contact's existing records
  3. Or create a new record that saves to contact AND attaches to job

Step-by-Step Fix

  1. Open the job
  2. Find the Custom Records section
  3. Click Add Record
  4. If no records appear, the contact doesn't have any yet
  5. Click Create New to add one
  6. Fill in the record details
  7. Save - it attaches to both the contact and the job

Frequently Asked Questions

Q: Why don't I see any records to attach?
A: The contact doesn't have any records of that type yet. Create one first.

Q: Can I attach a record from a different contact?
A: No, records are linked to specific contacts. Create a new record for this contact.