Getting Started
Entity Relationships Guide: Contacts, Jobs, Invoices
Reference guide for how all entities relate to each other.
intermediate
3 min read
entities
relationships
data-model
reference
Quick Answer: Contacts own all records. Estimates convert to jobs, jobs convert to invoices. Custom records attach to jobs and estimates. Offerings become line items.
Relationship Map
- Contacts → Everything - All records belong to contacts
- Estimates → Jobs - One-click conversion
- Jobs → Invoices - Completed jobs become invoices
- Offerings → Line Items - Added to estimates/jobs/invoices
- Custom Records → Jobs/Estimates - Attach (not copy)
Important Notes
- Custom records are attached, not copied
- Same record can link to multiple jobs
- Updates to records reflect everywhere linked
Frequently Asked Questions
Q: Can a job belong to multiple contacts?
A: No, each job belongs to one contact.