> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/quotes/link-a-job-to-a-quote-and-pull-in-billable-items.md). # 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 * [Add a line item to a quote](/revenue/quotes/add-a-line-item-to-a-quote.md) * [Custom pricing on quote line items](/revenue/quotes/custom-pricing-on-quote-line-items.md) * [Why can't I edit a quote?](/revenue/quotes/why-cant-i-edit-a-quote.md) * [Link quotes and invoices to a job](/customers-and-work/jobs/link-quotes-and-invoices-to-a-job.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://learn.withessential.com/revenue/quotes/link-a-job-to-a-quote-and-pull-in-billable-items.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.