Customers & CRM

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.

intermediate 4 min read custom-records vehicles properties pets
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Quick Answer: Open a contact's detail page, find the Records or Objects tab, and click Add to create a new vehicle, property, pet, or other custom record. Each contact can have multiple records.

What Custom Records Are

Custom records are industry-specific data attached to contacts. An auto shop tracks vehicles per customer. A vet tracks pets. An HVAC company tracks equipment units.

Step-by-Step: Adding a Record

  1. Navigate to Operations > Contacts
  2. Click View on the customer
  3. Find the Records or Objects tab
  4. Click Add and select the record type (Vehicle, Property, etc.)
  5. Fill in the record fields (Year, Make, Model for vehicles)
  6. Click Save
  7. The record now appears on this contact

Common Record Types

  • Vehicles: Year, Make, Model, VIN, Color, Mileage
  • Properties: Address, Type, Square Footage, Year Built
  • Pets: Name, Species, Breed, Weight, Age
  • Equipment: Brand, Model, Serial Number, Install Date
  • Pools: Type, Size, Chemical System

Frequently Asked Questions

Q: How many records can one contact have?
A: No limit. A customer can have multiple vehicles, properties, etc.

Q: How do I set up custom record types?
A: Go to Settings > Records & Templates to create new record types and fields.