Linked Items

Q: "Can a task be linked to both a job and a specific appointment?"

"Yes. Tasks can be associated with a job overall and also tied to a specific appointment within that job, so your crew knows exactly when and where the work needs to happen."

Q: "How do I find a form or file from an older job?"

"Every form and file is stored on the job it belongs to, so you can pull up the job and find everything attached to it. You can also search across jobs by customer name, job status, or date to locate older records."

Q: "Can customers see linked files?"

"No — linked files and forms are internal by default. You can share specific documents with customers by emailing them directly from the job, but the job record itself is only visible to your team."

Connect forms, tasks, files, and notes to the right job or appointment so your crew always has what they need, exactly where they need it.

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Cinderblock job view showing linked forms, tasks, and files all attached to a single job record.

Link forms directly to appointments

Attach inspection checklists, safety forms, or customer sign-offs to a scheduled appointment. Your crew sees the right forms when they arrive on site — no hunting through folders or asking the office to send files.

Forms linked to specific visits
Accessible on mobile, even offline
Completed forms saved to the job

Cinderblock UI showing a form linked to an appointment in the job calendar view.

Attach files and photos anywhere

Upload photos, PDFs, contracts, or certificates to a job, task, appointment, or form. Everything is organized with the record it belongs to and accessible to the whole team.

Attach to any record type
Photo and file uploads
Accessible to the whole team

Cinderblock job files tab showing photos and documents attached to a job record.

Mention anything in job notes

Reference a form, task, file, or team member directly in a job note to give context and keep communication connected to the work. No more searching a separate chat thread for what was said about which job.

@mention items in notes
Context stays with the job
Visible to everyone on the job

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Cinderblock job notes showing a mention of a linked form and a team member with context.

Nothing gets lost anymore.

Every form, file, and note is right there attached to the job. I don’t have to ask anyone where something is — it’s just there.

Dana, Project Manager

Keep every job detail connected

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Features that work together across your jobs

Job management

See every job detail in one timeline.

Scheduling

Plan appointments and crew workload in a shared calendar.

CRM

Keep customer details and job history organized.

Tasks

Break down work into clear steps, and track progress.

Estimates & Invoices

Create and send billing documents in a few clicks.

Purchase orders

Set up and link POs to jobs so orders stay under control.

Mobile app

Log updates from anywhere, even offline.

Team communication

Keep everyone connected without separate chats.

FAQs

If you have any questions about Cinderblock or its features, feel free to reach out.

Yes. Tasks can be associated with a job overall and also tied to a specific appointment within that job, so your crew knows exactly when and where the work needs to happen.

Every form and file is stored on the job it belongs to, so you can pull up the job and find everything attached to it. You can also search across jobs by customer name, job status, or date to locate older records.

No — linked files and forms are internal by default. You can share specific documents with customers by emailing them directly from the job, but the job record itself is only visible to your team.