Has there been any movement on this idea? This is a fantastic idea and is surprising that it's not already a feature. The ability to assign an approved estimate to a specific job under a contact, along with the ability to associate activities, documents, photos, invoices and payments to the job under that contact that they belong to.

We currently use contacts and jobs. We use contact to store the customer's information and communications. Also, the estimate is used in contacts. Once the estimate is signed off. We create jobs to manage the production. We would like to see if we can convert the signed-off estimate in contact to a work order in Jobs.

This could be really helpful since the material order is also done in Jobs.

Maybe impliment this as a drop down menu (Move To Job). It would be nice to move all financial data (Estimates, invoices, etc) to a job. Also move documents, and photos as well.

It would sure be nice if there was a MOVE TO JOB option for things like Estimates, Invoices, documents and Photos that were placed in a Contaact instead of a Job The drop down list would show existing jobs for the customer and the option to create a new job if the one you need to move it to doesn't exist.

even if this isn't a workflow resolution, this would be valuable for when I ACCIDENTALLY create an estimate under the contact instead of the job

This would be absolutely HUGE! SumoQuote won't move estimates into JobNimbus but will move them into Quickbooks. The problem is that Quickbooks pushes estimates to the contact, not the Job. I do all of my projects in Jobs because I have many "contacts" who have multiple jobs attached to them. What would be the point of organizing jobs on various boards if the estimates end up in the Contacts and can't be moved? Even if a copy of the estimate could be placed in the job and still allow the contact to have a running total of all jobs would be fine. If documents in a Contact could be manually copied to a Job that they're attached to, but anything created in a Job is automatically recorded in the Contact. Of course, the best option would be to toggle this feature on and off to maintain more freedom for everyone's various processes.

Please fix this. I need to be able to assign an estimate to a job after it is approved by contact

For some reason this still hasn't been fixed 5 years later and one of my biggest accounting issues.

Yes please!

I keep explaining to them how frustrating it is when a sales rep accidently writes anything under the customer. They need to add this option or at least make it where we can disable writing things under the contact when jobs are created.

It would be beneficial to have the ability to transfer documents from one record to another in case you accidentally upload documents to an incorrect record.

If you are using the job feature, a job is not needed until a contract is signed. Therefore most users create estimates in the contacts section. JN offers the option to create a invoice from the estimate, but only in the section (contact or job) that it is created in. When using jobs, you don't invoice a contact, you invoice a job. Currently, a estimate has to be re-created, or an invoice made from scratch. We should be able to transfer a estimate to a job, or when "converting" an estimate, we should have the option to send it to a open job for that contact.

Either this needs to be implemented or you need to make it where we can't make estimates/invoices/documents in parent contact when Jobs are enabled.

This is definitely a feature that would be very useful and save a lot of time for our company as well.

Need this!!

True That! This should be an easy fix! Do it!

Super annoying that if we accidently create an estimate in contacts instead of jobs that we can't simply just go to the estimate, edit it, and re-label the estimate for the job instead. This also goes for pictures, etc.

If you create an estimate under a contact instead of a job, I need a way to reassign it to the job under the contact. Because the estimates do not show up on the mobile side under the job if the estimate is under the contact.

Also, if an estimate is created under a different contact, I would like to be able duplicate it or move it to another contact without recreating the estimate. There are times when the format is not recurring to make sense of making hundreds of templates.

At present, when we have to move a note, we have to cut and paste it elsewhere and delete the one in the wrong place. It would be nice if we could click the Elipsis on the note and have an option to move it to the Related Contact or Related Job.

I would be nice if we could move multiple attachments from job to job without having to download them all and re-upload them on the correct job.