Estimates & Invoices

How to Attach Custom Records (Vehicles, Properties) to Estimates

Link custom records like vehicles or properties to estimates in Local Business Pro for clear scope definition.

intermediate 4 min read custom-records estimate vehicles properties
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Quick Answer: Open the estimate, find the Custom Records section, click Add, and select from the customer's existing records or create a new one. The record links to the estimate and transfers when you convert to a job.

Why Attach Records

  • Clarity - Customer sees exactly which vehicle/property is quoted
  • Accuracy - Specifications inform pricing
  • Continuity - Record stays attached through job and invoice
  • History - Track all work on specific equipment/property

Step-by-Step Attachment

  1. Open the estimate
  2. Find the Custom Records section
  3. Click Add Record
  4. Select from customer's existing records OR
  5. Click Create New to add a new record
  6. Fill in record details if creating new
  7. Save - the record is now linked

Frequently Asked Questions

Q: Does the record transfer when I convert to a job?
A: Yes, attached records automatically transfer to the job.

Q: Can I attach multiple records to one estimate?
A: Yes, attach as many as relevant (e.g., quoting service for multiple vehicles).