Getting Started

How Custom Objects Flow Through Your Workflow

Learn how custom records attach to jobs and estimates in Local Business Pro.

intermediate 4 min read custom-objects records workflow tracking
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Quick Answer: Custom records belong to contacts and can be attached to jobs and estimates. This links specific vehicles, properties, or equipment to work orders for complete service history tracking.

The Flow

  1. Customer calls about their specific vehicle/property/equipment
  2. AI collects details and creates or updates the record
  3. Estimate is created with the record attached
  4. Job is created from estimate - record stays linked
  5. Technician sees exact details on the job
  6. Service history tracks for that specific item

Benefits

  • Complete service history per vehicle/property
  • Technicians know exactly what they're servicing
  • Future calls reference past work on same item

Frequently Asked Questions

Q: Can one contact have multiple vehicles/properties?
A: Yes, contacts can have multiple custom records of any type.