Deals with several Buildxact jobs

A deal can be linked to more than one Buildxact job, for example a "Site Works" job and a later "Extension" job for the same client. Summit treats all of them as one body of work, the same way the Financials page already adds them up.

What you will see

• Cost Tracking, the Excel export, Projected to come, the deposits download and the Carpentry tab include every linked job. Nothing is left out because a job was linked second.
• The Summary tab's Financial snapshot adds up every job's accepted variations. Variations and Combined Total match Cost Tracking and the Financials page, so a variation on the second job is not left out.
• Categories with the same name are one row. If both jobs have "Plumbing", you see a single Plumbing row with both amounts added once. Invoices from Xero are filed by category name, so this keeps the invoiced and estimated sides lined up.
• Expanded categories stay easy to scan. In the combined view, open a category to see a plain heading for each job (for example, J1564 · Site Works), that job's subtotal, then its lines. The category total remains the combined total.

Choosing a job

On the Estimate tab and the Variations section, choose "All jobs" or one linked job from a compact Job view control. It shows the total for the view you selected; an unavailable job is marked as unavailable rather than showing an all-jobs total. When All jobs is selected, the Estimate tab uses the headings above instead of repeating a label beside every line. The Variations table keeps one plain job entry per variation, including variations with several task lines. The "Set all as one category" bar follows the selected view, so it tags either every linked job's lines or just the selected job's.

On a phone, each Estimate or Buildxact Variation row puts its description and amount first. Estimate still shows quantity and unit price below the description; staff-only category, override and Carpentry controls share one labelled Actions disclosure, so no essential value or control is off-screen.

What you can edit

• Every job's lines are editable. You can change a line's category or tick it as Carpentry whether it belongs to the first job or a later one.
• A line can be moved into any category from any of the deal's jobs. For example a line from the first job can be filed under a heading that only exists on the second job.
• Tagging a whole category as Carpentry applies to the whole deal. It does not matter which job the category appears on, and un-tagging it clears it for all of them.

Deals with only draft or lead quotes

If a deal has no job yet and only lead quotes, Summit uses the single largest quote, which is the same quote shown as the deal's Estimate on the Financials page. Once the deal has a job, lead quotes are ignored.

Deals built in Summit's own estimating

If a deal has several accepted estimates, they are all included: Cost Tracking, the exports, the Financials page, the Summary tab's Financial snapshot (Quote Total and Combined Total) and the deal's amount on the pipeline board all add them up. If those estimates carry different GST rates, each one is taxed at its own rate in the inc-GST figures, so the deal page, the board and the Financials page agree. The Estimate tab still edits one estimate at a time; its summary panel's contract total already covers every accepted estimate. With one accepted estimate (or none yet, only a draft) nothing changes.

Good to know

• A deal with a single job keeps the same estimate calculations and editing workflow; it does not show the multi-job filter or grouped job headings.
• If one linked job has not synced from Buildxact yet, the deal page still shows every other job and a warning names the missing one ("J1653 couldn't be loaded from Buildxact — its lines aren't included. Try Refresh Buildxact data."). Financials' Projected to come, the exports, and the Financial snapshot's Variations and Combined Total will not show a figure until every linked job can be loaded, so they never understate the deal.
• Un-tagging a category as Carpentry only affects the deal you are editing, even if one of its jobs is also linked to another deal.