Can I Detach a Quote from a Job?

Unfortunately not. Once the quote is assigned to a Job, it cannot be moved.

With that being said, there is a work-around that can be used. Essentially, you'll want to create a copy of the original quote and assign the copy to the correct job. Once the copy has been assigned, you can delete the original quote.

Before doing this, there are a couple of things to note. Firstly, the quote number will no longer be the same as the original (not an issue if it's still in a Draft state).

Note: If it's paramount that the quote number stays the same, please contact Tradify Support for further assistance.

Secondly, you must ensure that you copy the quote from the Quote Dashboard, not from within the job. Otherwise, Tradify will automatically assign the copy to the same job.

Relevant Steps for the Workaround

Head over to Quotes > find the relevant quote and open it > select the Options tab and then click "Copy Quote".

Once the copy has been created, open it and click the Options tab, followed by "Attach to Job" > then simply choose the appropriate job to attach it to.

Once you've completed this, open up the original quote and select Options > Delete.

Note: If the original quote is Approved, or Accepted, you'll need to reset it back to a Draft before being able to delete it. To do so, open up the quote, click the Options tab, then select "Reset to Draft".