JobsiteOn

Link Properties to Contacts

How to link property records to contacts for billing and notifications, manage multiple links, and understand how links affect jobs.

Ava Martinez
Written by Ava MartinezUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to link properties to contacts in JobsiteOn. Linking tells the system who to bill and notify when jobs are created at a property. You will learn how to create, view, and remove links.

When a property has a linked contact:

Linking a contact

  1. Open the property at /properties/[slug].
  2. Scroll to the Contacts section.
  3. Click Link Contact.
  4. Search by name, email, or phone number.
  5. Select the contact from the results.

The link is saved immediately. No confirmation step is required.

Screenshot: The Link Contact search dialog with results showing matching contact names.

You can link more than one contact to a single property. Common scenarios include:

The first linked contact is treated as the primary contact and auto- fills on new jobs.

  1. In the Contacts section, find the contact you want to unlink.
  2. Click the unlink icon next to their name.
  3. Confirm the removal.

Unlinking a contact does not delete the contact record or affect existing jobs.

Note: Linking a contact to a property does not change the contact's billing address. The property address and contact address are stored independently.

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