Once a job exists, you can connect related estimates and invoices to it. You can do this from the Jobs section of your account or by linking the estimate or invoice to a job while editing it.
Here’s how to link estimates and invoices to a job::
iOS
Linking from your Jobs section: Link existing estimates/invoices to an existing Job
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 the document type you want to link (Estimates or Invoices)
Step 5: Look for the estimate(s) or invoice(s) you want to link and tap them to select them. You can also tap on the eye icon to get a preview of the estimate or invoice.
Step 6: Once you have selected your estimates/invoices, you can see how many estimates/invoices are linked to the Job. Tap Save, to save the changes.
Linking from your estimates or invoices page
Edit your estimate or invoice
Scroll down to the Jobs section
Tap on Link a Job
From the list of Jobs, tap on the job you want to link your estimate/invoice to or tap on the + sign in the top right corner of the page to create a new job to link to
Tap Done at the top right corner of your page to save your changes.
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, see: How do I unlink estimates and invoices from a Job?
Android
Linking from your Jobs section: Link existing estimates/invoices to an existing Job
Step 1: Tap Jobs at the bottom of your main Joist 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: Look for the estimate(s) or invoice(s) you want to link and tap them to select them. 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 of your page to take you back to your Job page
Step 7: Once you have selected your estimates/invoices, you can see how many estimates/invoices are linked to the Job. Tap the checkmark icon, to save the changes.
Linking from your estimates or invoices page
Edit your estimate or invoice
Scroll down to the Jobs section
Tap Link to a Job
Select the job to link from your lists of Active or Completed Jobs, or tap on the + sign in the bottom right corner to create a new Job.
Tap the back arrow in the top left to link the selected Job
Tap the checkmark at the top right corner of your page to save your changes.
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, see: How do I unlink estimates and invoices from a Job?
Web
Linking from your Jobs section: Link existing estimates/invoices to an existing Job
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 Estimate or Link Invoice
Step 5: Search for the estimate/invoice you want to link and click it to select it
Step 6: Click Confirm
Step 7: Once you've selected the document(s) you want to link, click Save.
Linking from your estimates or invoices page
Edit your estimate or invoice
Scroll down to the Jobs section
Click Link to a Job
Select a Job from your list of Jobs or click on Create New (if you haven’t created the Job yet)
Click Save to save changes to the estimate/invoice
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, see: How do I unlink estimates and invoices from a Job?