Linked Items

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

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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’s linked items feature, please contact us.

Yes. Tasks can be linked to a specific job and to a particular appointment within that job, so your crew can open an appointment and see exactly what needs to be done at that visit.
Yes. Forms can be linked to individual appointments, so when a crew member opens that appointment they see the associated form directly. No digging through all forms on the job.
All files and forms attached to any record within a job, regardless of which record they’re on, surface at the job level. Go to the job and everything is there.
Yes. Files can be shared with customers via a web link without requiring them to log in or create an account.