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Finding done or canceled jobs
Finding done or canceled jobs

Learn about how to find jobs that have already been closed or canceled.

Updated over a week ago

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

  1. From the sidebar navigation, select Reports

  2. From the Reports page, select Jobs

  3. Select Filter results > Canceled and/or Done

  4. (Optional) Select the date range tool to filter the results by a certain date range (e.g., Last month, Last business week, Yesterday, etc.)

  5. Find a closed job marked Done or Canceled and select the job ID to open it

Finding closed jobs from a client profile

  1. Open the client profile containing the job you want to access

  2. From the client profile page, select the Jobs tab

  3. Select the Status column to sort by status

  4. Find a closed job marked Done or Canceled and select the job ID to open it

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