API enhancement request: allow unlinking and relinking of existing jobs/quotes irrespective of customer association
Posted: Mon Jun 08, 2026 4:09 pm
Could you please consider adding API functionality to allow unlinking and relinking of existing jobs/quotes, including where the customer is different?
At present, the front-end process requires us to temporarily reassign the project to the desired customer before linking, then reassign it back afterwards. This is cumbersome, time-consuming, and not ideal for our workflow because many of our jobs involve multiple customers at different phases of work.
If the API could support:
it would significantly improve our processes, reduce manual handling, and ensure the action is completed properly via integration.
This would be a big workflow improvement for us and would save considerable time.
At present, the front-end process requires us to temporarily reassign the project to the desired customer before linking, then reassign it back afterwards. This is cumbersome, time-consuming, and not ideal for our workflow because many of our jobs involve multiple customers at different phases of work.
If the API could support:
- unlinking an existing job/quote
- linking an existing job/quote to another job/project
- doing so without requiring matching customers
it would significantly improve our processes, reduce manual handling, and ensure the action is completed properly via integration.
This would be a big workflow improvement for us and would save considerable time.