There are two ways to link your estimates and invoices to a Job:
Start from a Job > Link to an Estimate or Invoice
Start from an Estimate or Invoice > Link to a Job
Click the following links to navigate to platform-specific instructions:
iOS
Start from a Job > Link to an Estimate or Invoice
Note: Only unlinked estimates and invoices will be shown.
If you want to link an estimate or invoice that is linked to another job, you will need to unlink it first.
Step 1: Tap Jobs at the bottom of your main screen
Step 2: Edit the job you want to update
Step 3: Scroll down to the Linked Documents section
Step 4: Tap on Estimates to see a list of your estimates, or tap on Invoices to see a list of your invoices.
Step 5: Select the estimate(s) or invoice(s) you want to link. You can also tap on the eye icon to see a preview.
Step 6: Tap Save to finalize your selection. You will see the number of linked estimates or invoices after you save.
Step 7: Tap Save, to save the changes to your job
Start from an Estimate or Invoice > Link to a Job
Note: An estimate or invoice can only be linked to one job at a time.
If you need to remove a link between a job and an estimate or invoice before you start, see: How do I unlink estimates and invoices from a Job?
Step 1: Edit the estimate or invoice you want to link to a Job
Step 2: Scroll down to the Jobs section
Step 3: Tap Link to a Job
Step 4: Link to a Job (2 options)
Option 1:
From the list of jobs, select the job you want to link
Option 2:
If you want to link to a new job instead, tap on the + button in the top right
Give the new job a name (required), add optional job details
Tap Save
After you have linked your job to your estimate or invoice, you will see the name of the linked job.
Step 5: Tap Done to save the estimate/invoice with the link to your Job.
Android
Start from a Job > Link to an Estimate or Invoice
Note: Only unlinked estimates and invoices will be shown.
If you want to link an estimate or invoice that is linked to another job, you will need to unlink it first.
Step 1: Tap Jobs at the bottom of your main screen
Step 2: From your list of Active or Completed Jobs, tap on the Job you want to edit
Step 3: Scroll down to the Linked Documents section
Step 4: Tap on the document type you want to link to (Estimates or Invoices)
Step 5: From the list of estimates or list of invoices, select the ones you want to link. You can also tap on the eye icon to get a preview of the estimate or invoice.
Step 6: Tap on the back arrow in the top left corner to finish linking your selections to the Job.
Step 7: The number of linked estimates and invoices will be shown in the Linked Documents section. Tap the checkmark button in the top left, to save your Job and complete the link.
Start from an Estimate or Invoice > Link to a Job
Note: An estimate or invoice can only be linked to one job at a time.
If you need to remove a link between a job and an estimate or invoice before you start, see: How do I unlink estimates and invoices from a Job?
Step 1: Edit your estimate or invoice
Step 2: Scroll down to the Job section
Step 3: Link to a Job (2 options)
Option 1:
Tap Link to a Job
Select the job you want to link
Tap the the back arrow in the top left to link the Job to your estimate/invoice.
Option 2:
Tap Create to create a new job
Give the new job a name (required)
Add optional job details
Tap the checkmark button to save the job and link it to your estimate/invoice.
After you have linked your job to your estimate or invoice, you will see the name of the linked job.
Step 4: Tap the checkmark button in the top right corner to save your Job and complete the link.
Web
Start from a Job > Link to an Estimate or Invoice
Note: Only unlinked estimates and invoices will be shown.
If you want to link an estimate or invoice that is linked to another job, you will need to unlink it first.
Step 1: Click on Jobs on the left-side menu bar
Step 2: Click on the job you want to update
Step 3: Scroll down to the Documents section
Step 4: Click Link Estimates or Link Invoices (if you already have linked estimates/invoices, this section will show how many estimates/documents have already been linked)
Step 5: Select the estimates or select the invoices you want link. You can click the name of the estimates/invoices to open them in a new tab for review.
Step 6: Click Confirm and you will see the number of linked estimates or invoices.
Step 7: Once you've selected the estimates/invoices you want to link, click Save.
Start from an Estimate or Invoice > Link to a Job
Note: An estimate or invoice can only be linked to one job at a time.
If you need to remove a link between a job and an estimate or invoice before you start, see: How do I unlink estimates and invoices from a Job?
Step 1: Edit your estimate or invoice
Step 2: Scroll down to the Job section
Step 3: Click Link to a Job
Step 4: Click a job from your list of Jobs or click or Create New (if you haven’t created the job yet and save the new job).
You'll see the name of the linked Job at this point.
Step 5: Click Save to finish linking the Job to your estimate or invoice.