Link quotes and invoices to a job
You can associate existing quotes and invoices with a job so they are easy to find together. On the job page, open the Invoices tab or the Quotes tab, then use the menu on that tab and choose Link Invoices or Link Quotes.
A dialog opens with a searchable list of the quotes or invoices from the same property that are not already linked to this job, each showing its number, status, amount, and date. Select one or more, then click Link to attach them.
From a quote or invoice, open the Related Records panel — its trigger is labeled with the link count, such as 1 Linked Job, not the words "Related Records" — and click the job number to open its Job page in a new tab.
Once linked, they appear in the tab's list and the job's list row shows that an invoice is linked. The Invoices and Quotes tabs only appear if you have permission to view invoices or quotes, and the Link options only appear if you also have permission to edit them, so if you don't see these tabs or menus, your role may not include that access.
If you need to link quotes or invoices to jobs, contact your business's administrator to review your role.
Only items belonging to the job's property can be linked, and if there are none to link the dialog tells you so. Linking simply connects existing records to the job; it does not create a new quote or invoice.
Where to find it: Open a job from Scheduling > Jobs; use the Quotes or Invoices tab, then the menu on that tab to Link Quotes or Link Invoices
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