Topic
In Tradify, you can only have one Job attached to a Quote. However, if you need to change what job a quote is linked with, you can easily unattach the quote from the job.
Instructions
- Navigate to the Quotes page.
- Search for and select the quote you need to unattach from a job.
- Select Options.
-
Select Unattach from Job.
Note: Quotes cannot be Unattached from a job if they are linked to invoices on the job, the invoices would need to be removed first and then the quote could be moved.
Additional Information
For more info on quotes, see here: Create a Job from a Quote
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