Jobs & Scheduling

How to Attach Custom Equipment Records to Jobs

Link equipment, vehicle, or property records to jobs in Local Business Pro for accurate service tracking.

intermediate 4 min read equipment custom-records job attach
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Quick Answer: Open the job, find the Custom Records section, click Add, and select from the customer's existing records or create a new one. This links the specific equipment being serviced to the job.

Why Attach Records to Jobs

  • Technicians know specifics - Brand, model, location of unit
  • Service history builds - Track all work on each piece of equipment
  • Warranty tracking - Know what was serviced when
  • Better customer service - Reference past work on the same equipment

Step-by-Step Attachment

  1. Open the job detail page
  2. Find the Custom Records section
  3. Click Add Record
  4. Select record type (Vehicle, Equipment, Property, etc.)
  5. Choose from existing records or create new
  6. If creating new, fill in the details
  7. Save - record is now linked to the job

Frequently Asked Questions

Q: If I attached a record to the estimate, does it transfer?
A: Yes, records attached to estimates automatically link to the converted job.

Q: Can one job have multiple records attached?
A: Yes, attach as many as relevant (e.g., servicing multiple AC units).