Linking jobs
When you copy a job, you now have the option to link the new job back to the original job. This is particularly handy if it’s a return job where you have to go back to the site on another day or make multiple visits. By linking the jobs together, not only does it makes it easier to search for the related jobs from the job dashboard it also means you can send one job sheet or invoice to your customer rather than multiple. When you send a job sheet to your customer which is linked to another job, the job sheet includes links to the related job sheet(s).
The link job feature also comes in handy when you want to link a quote and job sheet together. It also creates an audit trail for the job from the initial quote right through to job completion.
Where customers require one invoice to cover multiple jobs, if you link the jobs together, when your customer clicks on View related job sheet on the invoice, the job sheet will show links of all the related job sheets.
You can easily see linked jobs from the job dashboard as they will have a green tick in the linked column ( 
). Clicking on the green tick quickly filters the jobs list to show just the linked jobs. Clicking again takes you back to your original view.
Find out more about various linking jobs feature.
How do you go about linking jobs?
Once you are happy with the job, click on ‘Link to original job‘ checkbox at the bottom left of the modal, then click Add job.
On the job dashboard, you can see that the newly added job and the original job have both got a green tick under the linked jobs column. If you click on the green tick ( 
), it will quickly filter on all the related linked jobs. Click the green tick again to undo and view all jobs.
You can also view the linked jobs details from within the job. Simply click into the job and scroll to the bottom. Under Related jobs , click on Linked jobs.
When you email any of the linked job sheets to your customer, the rest of the related job sheet links are shown at the bottom of the job sheet.
Note: If the job is already linked, the Link job option won’t be available. However, if the job you are trying to link to is not already linked, you can choose the linked jobs option from that job instead.
You can then choose another job to link to.
If you have linked a job in error, or you you no longer need a particular job to be part of a series. You can un-link the job easily.
To un-link the job,
- Select the relevant job that you want to un-link
- Click the three dots menu next to the job ID
- Click Un-link job
Note: If there are multiple links jobs in the series then the link will be removed from the one job. If there are only 2 linked jobs, then the link will be removed from both.