In this article, you will learn how to find closed and canceled jobs in Workiz.
Once a job has been closed by changing the status to Done, or canceled, it will be removed from the Jobs page. In order to revisit a closed job, you will need to open the job from the Jobs Report or the related client’s profile page.
Finding closed jobs from the Jobs Report
From the sidebar navigation, select Reports
From the Reports page, select Jobs
Select Filter results > Canceled and/or Done
(Optional) Select the date range tool to filter the results by a certain date range (e.g., Last month, Last business week, Yesterday, etc.)
Find a closed job marked Done or Canceled and select the job ID to open it
Finding closed jobs from a client profile
Open the client profile containing the job you want to access
From the client profile page, select the Jobs tab
Select the Status column to sort by status
Find a closed job marked Done or Canceled and select the job ID to open it
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