Creating a linked job is helpful when a call evolves into a sales opportunity or when you need to schedule a follow-up job for another team. For example, an estimate request could lead to an install, or a maintenance visit might turn into a service call or an additional estimate request.

In this instance, let's create a linked job from an Estimate Request for a repair. Click on the "•••" button in the top right of the card.

At the top of the form, you’ll see a card that allows you to choose which data to link from the original job. You can only link data that is present in the previous job. For example, if there were no photos in the original job, that toggle switch won’t be available.

In this case, you can choose to link the (1) Note and the (1) Accepted Estimate.

Complete the rest of the job form as usual and schedule the visit.

The job has been successfully created and you can see that the note and estimate were successfully linked.

Back on the Jobs page, you can see that the original job will display the job it's linked to in the "•••" more button.

And the new linked job is visible in the "Service" pipeline (since we selected "equipment repair" as the Job Type when creating the linked job.

That's it! Start creating linked jobs to better keep track of hand-offs between different teams or departments.