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 menu, select Reports
- From the Reports page, select Jobs
- Filter your results by Done or Canceled
- Open the job you want to view
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 and find the jobs under Done or Canceled
- Open the job you want to access