How to delete a job

In this article, you'll learn how to delete a job, and when you should cancel it instead.

Deleting takes a job off your schedule, your lists and your reports for good. It's meant for a job that should never have existed, like a duplicate or a test. If the work was real and just isn't happening, cancel it so your records still show it.

Tip: If a customer called the job off, change its status to Canceled. The job stays on file and your reports still count the cancellation. You can add a sub-status to note why. See How to cancel a job.

To find the delete option:

  1. In the menu, click Jobs and open the job.
  2. At the top right of the job page, next to the invoice button, click Actions.
  3. Delete job is the red option at the bottom of the menu.

Before you start

  • Only an admin can delete a job. Anyone else sees the message "Only an admin can delete a job."
  • You can only delete a job in the CRM on a computer. The Actions button isn't on the job page at phone size, and the phone app has no delete option.
  • The CRM won't delete a job that has money on it. If the job has a payment, remove the payment first. If it has an invoice, cancel the invoice first.
  • If the job is the one a recurring schedule makes its next jobs from, cancel the schedule first. See Changing or ending a recurring schedule.

Deleting a job (not recommended)

To delete a job:

  1. Open the job you want to delete.
  2. At the top right of the job page, click Actions.
  3. Click Delete job.
  4. A box opens asking "Delete job" followed by the job's number. It reminds you that the job's items, tags, crew and attachments go with it, and that the job number stays on record as voided.
  5. Click the red Delete job button to confirm, or Cancel to keep the job.
Deleting a job from its Actions menu
Deleting a job from its Actions menu

While it works, the button reads Working…. Once the job is gone, the CRM takes you back to the Jobs list.

If the CRM can't delete the job, a red message appears under Actions telling you why, like a payment or an invoice still on the job. Sort that out, then try again. Click dismiss to close the message.

Warning: There's no undo for a delete in the CRM. If you're not sure, cancel the job instead.

What happens to the job number

A deleted job's number is never handed to a new job. It stays on record as voided, so you'll see a gap in your numbering. That's normal. Learn more in Your job, estimate and invoice numbers.

Canceling a job instead (recommended)

When a job falls through, setting its status to Canceled keeps the history. The job drops off your active work but stays on file, so you can find it later. The Job Statistics report then shows how often jobs get canceled, and sub-statuses can show why.

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