For the complete documentation index, see llms.txt. This page is also available as Markdown.

Why can't I delete a job?

Open a job and select Delete Job to review its visits and other owned records before deleting them. Jobs can be deleted even after work has started or a visit's scheduled time has passed, as long as no technician is currently clocked into one of the job's visits. If a technician is on the clock, have them clock out first (or correct the missing clock-out from the job page), then delete the job.

Anyone who can open jobs can delete one. No separate permission is needed, because a deleted job can be restored.

If someone changes the affected records while the confirmation is open, review the updated list and confirm again.

Deleting a job preserves linked quotes and invoices, including their stored links to the job. A processing payment on one of those independent invoices does not block job deletion. Financial and inventory history is retained.

A job deleted on its own can be restored: open Scheduling > Jobs, select the Deleted tab, and select Restore on the job's row, or open the job and select Restore. Restoring brings back everything that deletion removed, including its visits. Visit reminders that were pending when the job was deleted are not sent after restoring. Anyone who can open jobs can restore one. A job whose property or customer has been deleted, whether together with the job or afterwards, isn't listed under Deleted and can't be restored.

Where to find it: Scheduling > Jobs > open a job > Delete Job

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