In this article, you'll learn how to find jobs you've already closed or canceled. Closing a job doesn't make it disappear, so you can go back to it when a customer calls about past work, asks for a receipt or wants the same job booked again.
To open your jobs:
- In the menu, click Jobs.
Finding them on the Jobs list
The tabs across the top of the Jobs list are your company's own job statuses, in the same order as in Settings. Done always has a tab, and Canceled has one too as long as you've kept that status. Each tab shows how many jobs are in it.
- On the Jobs list, click the Done tab, or the Canceled tab.
- Find the job you want. On a computer you can click any column heading, like Date/time or Client, to sort the list by it. Click it again to flip the order.
- Click the job number, or the date in the Date/time column, to open the job.
The list shows 50 jobs a page by default. Use Prev and Next at the bottom to move between pages, or pick a different number of rows per page from the dropdown above the list.
Finding them on a phone
The Jobs screen on the phone app, and the Jobs page in a phone browser, both work the same way. There's no table, just a short card per job.
- In the menu, tap Jobs.
- Tap the Done or Canceled tab.
- To narrow it down, type in the Filter results box. It matches the job number, the customer's name or their email.
- Tap a row to open the job. Tapping the customer's name opens their page instead.
Finding them on a customer's page
A customer's page lists every job they've ever had, whatever its status.
- Open the customer's page.
- On a computer, the Jobs tab is open when the page loads. Its Status column shows where each job stands.
- To find one quickly, type in the Search box above the list. It matches the words in every column, so typing "Done" or "Canceled" narrows the list to those jobs.
- Click the job number in the Id column to open it.
On a phone, in the browser or the app, tap the Jobs row on the customer's page instead. Each job shows its number, total, address, date, job type and status. Tap one to open it.
You can also find any job, closed or not, with search. See Searching for jobs, leads and clients.
What you can do with a done job
A done job opens locked. You'll see a yellow note at the top: "This job is done — change the status to reopen it before editing." You can still change its status and take payments, but the details, items, tags and crew can't be edited. This is the same on the web and in the app.
To make changes, change the status to something other than Done, make your edits, then set it back to Done.