Customers & CRM
Manage customer profiles, track history, and organize your contacts.
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Adding Customers to Your CRM
Learn the different ways to add customer records manually, via import, or through integrations.
Understanding Customer Profiles
Everything you can track and manage within a customer profile, from contact info to job history.
All Articles (35)
Using Tags and Segments
Organize customers with tags and create segments for targeted marketing and automation.
Duplicate Contacts Appearing - How to Merge and Clean Up
Fix duplicate contact records in Local Business Pro by merging contacts and preventing future duplicates.
How to Import Contacts from a Spreadsheet or Other CRM
Bulk import your existing customer list into Local Business Pro using CSV or Excel files.
Contact Import Failing? Common Formatting Errors and Fixes
Troubleshoot failed contact imports in Local Business Pro by fixing common CSV and data formatting issues.
Step-by-Step: Setting Up Advanced Contact Filters
Create complex filter conditions to find specific customer segments in Local Business Pro.
How to Export Contacts for Marketing or Backup
Download your contact list from Local Business Pro as CSV or Excel for marketing campaigns or backup.
Contact Custom Fields Not Showing? Check These Settings
Troubleshoot missing custom fields on contacts in Local Business Pro by checking field configuration.
Understanding the Unified Contact Timeline
Learn how to use the contact timeline in Local Business Pro to see all customer interactions in one place.
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.
Best Practices for Contact Segmentation and Organization
Organize your customer database in Local Business Pro with contact types, tags, and custom fields for targeted marketing.
How AI Automatically Creates Contacts from Conversations
Understand how Local Business Pro automatically creates contact records when your AI handles calls and chats.
Custom Field Data Not Appearing? Check Attachment Settings
Troubleshoot missing custom field data in Local Business Pro by verifying field configuration and entity attachment.
How to Create Custom Records for Vehicles, Properties, or Pets
Set up custom record types in Local Business Pro to track vehicles, properties, equipment, or other industry-specific data.
AI Extraction Not Working? Confidence Threshold Troubleshooting
Fix AI data extraction issues in Local Business Pro by adjusting confidence thresholds and extraction instructions.
Step-by-Step: Setting Up AI Automatic Data Extraction
Configure your AI to automatically extract customer information from calls into custom fields in Local Business Pro.
How to Import Industry-Specific Record Templates
Use pre-built industry templates in Local Business Pro to quickly set up records for HVAC, auto, veterinary, and more.
Custom Record Not Attaching to Jobs? Linking Troubleshooting
Fix issues attaching custom records to jobs or estimates in Local Business Pro.
Best Practices for Writing AI Extraction Instructions
Write effective AI extraction instructions in Local Business Pro that capture accurate data from customer conversations.
How to Create Custom Fields for Contacts, Jobs, and Invoices
Add custom fields to contacts, jobs, estimates, and invoices in Local Business Pro to track business-specific data.
How to Create Document Templates for Estimates and Invoices
Design professional estimate and invoice templates in Local Business Pro with your branding and standard terms.
Understanding Field Types: When to Use Dropdown vs Text vs Date
Choose the right field type for your custom fields in Local Business Pro based on the data you're capturing.
Customer Reviews Not Appearing - How to Fix
Fix issues when customer reviews don't appear in Local Business Pro after customers submit feedback.
How to Share Your Review Collection Link with Customers
Share your Local Business Pro review link with customers to collect feedback via email, text, or in-person.
Step-by-Step: Downloading and Using Review QR Codes
Download your Local Business Pro review QR code for print materials, business cards, and vehicle decals.
How to Customize the Review Collection Experience
Customize how customers submit reviews in Local Business Pro, including rating scales, follow-up questions, and redirects.
Setting Up Review Branching for Google and Private Feedback
Configure review branching in Local Business Pro to route happy customers to Google and unhappy customers to private feedback.
How to View and Use Video Testimonials
View and leverage video testimonials from customers in Local Business Pro for marketing and trust-building.
Why Are My Review Scores Low? Improving Customer Satisfaction
Diagnose and address low customer review scores in Local Business Pro by identifying patterns and making improvements.
Best Practices for Increasing Review Response Rates
Get more customers to leave reviews in Local Business Pro with proven strategies for timing, messaging, and follow-up.
How to Use Review QR Codes in Marketing Materials
Effectively incorporate your Local Business Pro review QR code into business cards, flyers, vehicles, and other marketing.
Tracking and Analyzing Customer Review Trends
Track review scores over time in Local Business Pro to identify trends and measure customer satisfaction improvements.
How to Track Service History for Customer Equipment
Set up comprehensive equipment tracking with service history in Local Business Pro.
Creating a Complete Review Collection System
Automate review requests after completed jobs in Local Business Pro for consistent 5-star reviews.
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