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.
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.).
Deleting a job
If you still want to delete a job, the process can be done in just a few steps.
Note: Only users with a role of admin can delete jobs in Workiz. This capability cannot be enabled for other roles.
Open the job you want to delete
Select Actions > Delete Job
Select Yes delete it
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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