JOBS: How to delete out a job (Advanced Users)

OVERVIEW:

This document explains how to delete information out of a job you no longer want in Scaflog.

Remember, you do have the option of putting a job on hold, lost or archiving said job. Once the job is deleted - it is gone forever. We cannot retrieve it.

HOW TO:

1. Edit QUOTE -  Remove all charges and then you will be able to delete out the job on the right click in Latest jobs screen.

HOWEVER, If you have any activities, checklists, timesheets or invoices attached to the job, below are the steps you take to remove completely. 

1. First you start in the Invoice List. Delete all invoices out. If they are either sent or synced the status will have to be bulk edited back to Auto Generated first.
2. Next is the timesheets & checklists - delete all of these (transferring the timesheets to another job is a good idea!)
3. Now you can delete the Activities. This can be done in Pre-Invoicing if they are no older than 75 days. If there are older ones, you'll need to check these in each job on the Right Click and View Pre-Invoicing.
4. Finally the actual job. If any phases are set to completed or in progress you need to delete out the on/off hire dates, THEN you can delete the whole job.
5. TOP TIP: Scaflog will tell you what is preventing you from deleting a quote.

If you are unsure of anything please email us at support@100rails.com.