HighLevel Inventory Management with Custom Objects

TL;DR

HighLevel can now be used to build complete inventory management systems with Custom Objects. This means you might be able to consolidate asset tracking within HighLevel.

Who this affects

Anyone needing to track physical assets within HighLevel. Agencies serving clients who manage vehicles, properties, or other physical inventory. HighLevel has not confirmed who this affects regarding plan levels or sub-account setups.

What changed

HighLevel can be used to build a complete inventory management system. Custom Objects are used for inventory management. Vehicles, properties, or physical assets can be connected to the CRM. Assets can be linked directly to customer records. Pre-built object templates can be selected and previewed. Custom associations can be configured. Detailed asset records can be added. Service orders can be attached to specific vehicles and contacts. HighLevel has not confirmed any limits, plan gating, or rollout status for this capability.

Where to find it

HighLevel has not published the exact location yet. This functionality likely lives within the Custom Objects section, where you would define your inventory items as Custom Objects and configure their properties and associations.

How agencies will use this

An agency could set up a custom object called 'Vehicle' for an auto repair shop client. Each vehicle would be a record within this custom object, containing details like make, model, year, VIN, and service history. This 'Vehicle' custom object could be associated with a 'Contact' record, linking the car directly to its owner. When a customer brings in their car for service, a new service order can be created and attached directly to that specific vehicle record and the customer's contact record. This allows the shop to manage both customer relationships and vehicle maintenance history within HighLevel, track inventory of vehicles, and see all related service orders and communications in one place.

Our take

This is a major update. The ability to manage inventory and physical assets directly within HighLevel, rather than needing a separate system, is a significant step towards making HighLevel a more comprehensive business operating system. For agencies, this opens new service opportunities and allows for deeper integration of client operations.