Convert and Merge Colabs

Open a Colab to create a job or estimate, attach existing work, or combine conversations about the same work. Creating work, linking work, and merging conversations do different things. Read the preview before confirming.

Create a Job From a Conversation

Tap Create Job. The one-page job form brings across the linked customer or the lead details. Review Client Details, Service Location, Job Details, Schedule, and Extra Info, then tap Create Job. You can leave the client details blank when the lead has no customer yet. If the Colab is already linked to a customer, that customer stays with the job.

The new job links back to the Colab, which stays available for talking to the customer. See Create a New Job.

Quote First or Use an AI Draft

Choose Create Estimate when you need to quote first. Review the customer, work, and line items, then save and send the estimate. When it is ready to become work, use the offered job action; the estimate stays part of the linked history.

An AI read this email banner can supply draft details. Tap Add details to a job to choose a new job or an existing open job, review the proposed fields, and save. It never books work without your review. See Turn an Email Into a Job Draft.

Attach Work You Already Made

If the job already exists, use Attach to Job rather than creating it again. Search for the job, review the match, and confirm. The records keep their existing numbers. The Colab shows its linked job so you can follow the work. See Attach a Colab to a Job You Already Made.

Merge Conversations

1. Open a Colab and tap Merge, or select conversations in the Inbox and choose Merge.
2. Search and select the conversations about the same piece of work.
3. Review the customer, linked jobs or estimates, recent activity, and the proposed result.
4. Confirm the merge when the preview matches your intent.

The combined conversation shows calls, messages, emails, notes, and files from the related Colabs. Original records remain preserved. Entries from another Colab identify where they came from. If there is a customer conflict or another blocked relationship, fix the reason KeyBolt gives before retrying.

Separate or Undo a Relationship

Open Related work to see what is linked. Use Separate or Undo where offered and read the confirmation. These actions depend on the relationship and your permissions. Do not delete a real job or bill just to tidy the conversation.

When the Work Is Paid

A Colab connected to a job can close automatically when its bill is paid. A converted Colab cannot be closed by hand as if it were an unbooked lead. Use Archive to put finished conversation out of the active Inbox while keeping the work intact.

Check What Separate Will Remove

Use the labeled Separate action for the specific conversation or work link you mean to remove. Review the records in its confirmation before proceeding. Activity received while the conversations were joined can stay on the conversation that received it. Separating linked work is different from deleting it, and it does not retract an LSA booking already reported to Google.

Last reviewed October 12, 2026.