Did You Know You Can Build a Complete Inventory Management System in HighLevel?
Now you can manage asset inventory in HighLevel
What if you could manage your vehicles, properties and other physical assets in the same CRM where you manage your customers?
With HighLevel Custom Objects, you can build an inventory management system that connects assets directly to contacts and other records. Instead of juggling spreadsheets and separate software, your team can keep important information connected in one place.
HighLevel asset inventory connects assets to customer records
Custom Objects let you create records for the things your business needs to track beyond standard contacts and opportunities.
For example, an auto repair shop can create records for vehicles and service orders. Each vehicle can be linked to its owner while individual service orders can be associated with the correct vehicle.
When a customer calls, your team can quickly access details such as:
✓ Vehicle make and model
✓ VIN and license plate information
✓ Vehicle owner
✓ Previous service records
✓ Current service orders
This gives your team a clearer picture of the customer and their assets without searching through separate systems.
HighLevel Custom Objects make inventory setup easier
You can build a Custom Object from scratch or start with one of HighLevel's available templates. Templates are available for use cases including jobs and projects, pets and pet service records, events and tickets, vehicles and service orders, policies and claims and properties and transactions.
To get started:
1️⃣ Go to Settings inside your HighLevel sub-account
2️⃣ Select Objects
3️⃣ Click the button to add a new Custom Object
4️⃣ Build your own object or choose an available template
5️⃣ Preview the template and select Choose Template
Once enabled, your new objects become available for your team to start adding and managing records.
HighLevel asset inventory uses associations to connect your data
Associations are what make Custom Objects especially useful for inventory management. They allow you to define relationships between objects, contacts and other records.
In the auto repair example, you can associate a vehicle with its owner. You can then create a service order and associate that order with the correct vehicle.
Now the customer, vehicle and service history are connected, giving your team a more complete view of the relationship.
HighLevel asset inventory keeps more of your business in one CRM
Custom Objects can turn HighLevel into more than a place to manage leads and customers. They give businesses a flexible way to organize assets and the records connected to them.
Whether you're tracking vehicles, properties, projects or another type of business asset, Custom Objects can help reduce scattered data and give your team easier access to the information they need.
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