A searchable picker of active design jobs. Choosing one stamps the job id onto the project registry and onto every estimate link for that job, and reports back that the customer dashboard, contact card and sales pipeline will sync within seconds.
Also called: pair the job · connect the estimate · customer dashboard is empty · job not linked
- 1Pulls the active job list on first open and caches it for the session
- 2Selecting a job writes the mapping and back-stamps the estimate links
- 3Distinct from the building-plans job picker because the action is different
A job created without a link back to its estimate looks completely normal on the schedule and is invisible in the customer's portal. The customer sees an empty page, calls to ask why, and the builder cannot diagnose it because his own screen looks right. The link is made on the one key that identifies the job on both sides, so the portal and the schedule are always describing the same build.
- Projects invisible on the customer portal
- Progress and photos not flowing to the customer
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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