Link a job to a quote and pull in billable items
A quote can link to one or more of the property's jobs, and Essential pulls each job's billable items onto the quote as line items automatically. Click the Related Records control next to the quote title to open its Jobs section. The control summarizes the linked-job count, reads No Related Records when nothing is linked, and also identifies the invoice if one was created from this quote. Each job shows its number, complete/incomplete status, most recent visit date, and whether it is already linked to another invoice. Search for a job and click it to link, or remove an already-linked job. Nothing changes until you click Done. The control is grayed out until there is something to view, or a property is selected and you have quote edit permission to add a job.
Pulling in billable items only happens on a Draft (or not-yet-created) quote; once a quote has been sent for signature, linking a job just records the association and never touches its line items. When you link a job, its billable items merge into the quote's existing lines by name rather than creating duplicates. Unlinking a job never removes the line items it added.
On an existing quote, changes to the linked-job set save as soon as you click Done - no need to also save the quote. On a quote you haven't saved yet, the links save along with the rest of the quote.
You can customize a Draft quote's line items independently of its linked jobs. When the lines differ from the linked jobs' billable items, an optional Resync button appears beside Related Records. Resync replaces every line item on the quote with the linked jobs' billable items, so any lines you added or edited manually are removed. Essential shows a preview of the replacement lines and asks you to confirm before making the change. Choose Save afterward to save the updated quote.
This is different from Link Quotes and Link Invoices on a job page, which only connects an existing quote or invoice to a job and never touches line items.
Where to find it: On the open quote, the Related Records control next to the quote title
Related guides
Last updated
Was this helpful?