In this article, you will learn how to delete a job in Workiz.
Deleting a job in Workiz is simple, but strongly discouraged. Deleting a job will result in the loss of all of the data linked to that job, which will negatively impact the accuracy of your reports in Workiz. Once you delete a job, it cannot be reversed.
Tip: If you would like to remove a job from your schedule or reports because it has been canceled, we recommend that you update the job’s status to Canceled. For more information on how to cancel a job, please see this article.
You can also create a sub-status to add more detail to explain why the job was canceled (e.g., Canceled – arrived late, Canceled – too expensive, etc.). For more information on how to create sub-statuses, please see this article.
Deleting a job
If you still want to delete a job, the process can be done in just a few steps.
From the sidebar navigation, select Jobs
Select the job you want to delete
Select Actions > Delete Job
Note: If you do not see the option to delete a job, you may not have the correct user privileges. You will need to ask your account admin or manager for this privilege.
For more information on roles and restrictions in Workiz, please see this article.
Select Yes delete it
Note: If this is a recurring job, you may want to select Yes delete this and all future recurrences instead.
The job will now be deleted and all of its data will be permanently erased.
Canceling a job
If you would like to cancel a job instead, this process can also be done in just a few steps.
From the job page, select the dropdown menu next to Status and choose Canceled
Canceling a job will allow you to understand how many jobs your business is canceling on a regular basis.
The Job Statistics Report will provide you with a visual representation of how many jobs your business has canceled over a certain period of time.
With sub-statuses, the Jobs Report will provide you even greater insight into the reason why your business is dealing with so many cancellations.
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