Linking Jobs for a Single Owner Account
How it Works
The builder must link the jobs for the owner.
The owner must be active for the main job that all other jobs will be linked to.
Once set up, the owner can use one set of login credentials to get into their accounts.
The owner will have a dropdown in the top right corner of the page called Job.
The owner can only view one job at a time.
The owner can only have linked jobs from the same builder account.
Owner accounts cannot be linked with builder or subcontractor accounts at this time.
Click View Job Details (information "ℹ️" ) for the job you want to link the other job(s) to, and go to the Owner tab.
Go down to Linked Jobs, and click Link to another Job.
This will give you a dropdown with every open and closed job and allow you to choose one, some or all of the jobs.
After selecting the job(s), click Save in the Job Details.
This will trigger a pop-out notification confirming that you want to link the jobs.
Click Link to finish connecting the jobs.
Once linked, you have the ability to undo the link by clicking on Unlink this Job, or you can link more jobs by clicking on Link to another Job.
📑 What's Next?