Jobs and estimates

Deleting a job, or marking it lost

Why Lost or Cancelled is usually better than deleting.

Where
A job → Delete this job
Level
Basics

For a job that did not happen, set its status to Lost or Cancelled. It stays in your history with its estimates, its kit is released, and it no longer shows in Current jobs or on Today.

  1. Open the job and click Job details.
  2. Click the Status box, beside Currency.
  3. Choose Lost, or Cancelled.
  4. Click Save job details.

To find it again, choose All jobs or Lost in the list beside the search box on Jobs. Searching for its number or title finds it too.

Deleting a job

Delete a job only if it was made by mistake.

  1. Open the job.
  2. Scroll to the bottom and click Delete this job.
  3. Click Delete job permanently.
Good to knowDeleting removes the job and all its estimates. It cannot be undone.