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How to Manage Associations

Link Quotes, Jobs, and Invoices together for greater organization and flexible workflows

ClockShark Quotes and Invoices are available on the Standard and Pro Plans

Use associations to connect your quotes, jobs and invoices together to help track your workflow from start to finish.

When you create an item from another item, for example, create an invoice from inside a job, an association is created automatically. You can also manually create associations between items.

Manage associations

To manage associations:

  1. Go to Work > Jobs / Quotes / Invoices.
  2. Open the relevant job / quote / invoice.
  3. Click Actions > Manage Associations.
  4. Any current associations are listed under Quotes / Invoices / Jobs. Use the search bar to search and select any quotes/jobs/invoices for the same customer to associate them.
  5. Click Save.

Add associations in bulk

When you need to associate multiple quotes with the same jobs or any other items, it can be quicker to add associations in bulk.

To add associations in bulk:

  1. Go to Work > Jobs / Quotes / Invoices.
  2. Select the check boxes for each item that is going to be added as an association.
  3. Click Manage Associations in the blue bar at the top of the list.
  4. If the items do not have the same customer, you will be prompted to select a Customer.
  5. Under Quotes / Invoices / Jobs search for and select the item to add the associations to.
  6. Click Save.