Link a customer to a job

A job needs a linked customer before it can move past New — quotes are addressed to someone, and invoices need a name on them. Emailed enquiries usually arrive with the customer already linked; jobs you add yourself sometimes don't.

Steps

1. Open the job. If no customer is linked, the Customer section reads "No customer linked yet."
2. Tap Link customer.
3. Enter the customer's Name. Email and Phone are optional, but the email matters — see below.
4. Tap Save.

The Customer section now shows their details, and the job's status buttons unlock.

Avoiding duplicates

There's no customer search in this dialog — grafter.ly matches on email. If the email you type matches an existing customer, that customer is linked instead of a new one being created. If you leave the email out, a new customer record is always created — so for a repeat customer, either include their email, or start from their page: open Customers, pick them, and tap New job there. That job is linked from the start.

What linking changes

• The job can now move through the stages: quote, booking, invoice, paid.
• Sending a quote emails the customer directly, if they have an email on file.
• The work address form offers the customer's address as a starting point.