Deleting a Job

Best Suited for:

• Scheduling coordinators
• Back Office users managing job records and cleanup

Important Information:

• Jobs can only be deleted from the back office
• Jobs cannot be deleted if they have an invoice or payment attached
• Deleting a job does not stop any repeating or recurring settings
• Deleted jobs can be restored - Restoring Deleted Jobs Article

Strategic Workflow:

• Helps maintain clean and accurate job records
• Prevents accidental deletion of jobs with financial activity
• Requires stopping recurrence before deletion

Process Description:

1. Confirm the job has no invoices or payments attached
2. Stop any repeating or recurring settings
3. Click More and Delete This Job

Step-by-Step Instruction:

Step 1: Check for Invoices or Payments

1. Open the job in Jobs > View Jobs
2. Review the Payments tab and check for any invoices attached to this job
3. If an invoice or payment exists, the job cannot be deleted

Note: You must remove the invoice and/or payment before proceeding

Step 2: Stop Repeating or Recurring Settings

1. If the job is part of a repeating schedule, stop the repeat pattern
2. If the job is tied to a recurring invoice, stop the recurrence

Note: Deleting the job will not stop these settings automatically

Step 3: Delete the Job

1. View the job
2. Click More in the top-right corner
3. Select Delete This Job
4. When prompted with “Do you really want to delete this job?”, click OK

Error Message: If the job has an invoice or payment, you will see: “This job cannot be deleted.”
Remove the invoice or payment, then try again.

See Restoring Deleted Jobs Article