Merge duplicate jobs

Have you created two job profiles for the same job by mistake?  We've got you!

You can combine the jobs together by using the merge feature. This includes jobs, quotes, notes and tasks. 

Here's how to merge jobs:

  • Head to the job you would like to merge
  • On the summary page select the three dots in the top right and click merge into.. 
  • Search for the duplicate job you would like to merge with, click to select
  • Check the review page to make sure you have chosen the correct job profiles 
  • Scroll to the bottom of the page to confirm that you would like to merge the two jobs together. The merge will take a few seconds to complete and the original job will be deleted
  • Not the right profile? No problem!  Select Choose another job to select a different profile

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