If you need to remove the connection between an estimate or invoice and a job, you can do so from the Jobs section of your account or by unlinking the job while editing the estimate or invoice.

Here's how to remove the link between a job and an estimate or invoice:

iOS

Android

​Web

Step 1: Tap Jobs at the bottom of your main Joist screen

Step 2: Edit the job from which you want to remove the estimate or invoice.

Step 3: Scroll down to the Linked Documents section

Step 4: Tap on Estimate or Invoice

Step 5: Tap the estimate(s) or invoice(s) you want to remove from the job to deselect them

Step 6: Tap Save

To remove all estimates or invoices from a job at once, use the Remove Linked Invoices or Remove Linked Estimates option in Step 3, then confirm the action.

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 Estimate or Invoice

Step 5: Tap the estimate(s) or invoice(s) you want to remove from the job to deselect them, then tap the back arrow to unlink

Step 6: Save your estimate/invoice when you're done

Step 1: Click on Jobs on the left-side menu bar

Step 2: Edit the job from which you want to remove the estimate or invoice.

Step 3: Scroll down to the Documents section

Step 4: Click on the Linked Estimates or Linked Invoices options

Step 5: Click on the estimate or invoice you want to deselect

Step 6: Click Confirm

Step 7: Once you've deselected the estimate or invoice, click Save.

To remove all estimates or invoices from a job at once, use the Reset Links option in Step 4, then confirm the action.