Deleting clients, quotes, jobs and invoices
Delete from the record's menu or its list row. Deleting a client also deletes its quotes, jobs and invoices; deleting a quote deletes its job and invoice. The confirm window lists everything that goes. It cannot be undone.
Contents
Open the record's overflow menu and choose Delete. The confirm window lists everything else that will be deleted with it.
Where: the record's page (Quote Actions, Job Actions or Invoice Actions overflow menu) or its list row
- Open the quote, job or invoice.
- Press the overflow menu (...) in its actions card.
- Choose Delete Quote, Delete Job or Delete Invoice.
- Read the list of what goes with it and confirm.
Watch out: deleting cascades and cannot be undone. Cancel or archive if you only want it out of the way.
What goes with it
| You delete | Also deleted |
|---|---|
| A client | All of its quotes, jobs and invoices |
| A quote | The job and invoice made from it |
| A job | Its invoice, calendar visits and asset records |
| An invoice | Nothing else |
Deleting a client
On Clients, press the bin button (Delete Client) on the client's row. It shows on wider screens such as a computer or tablet.
Instead of deleting
| To | Do |
|---|---|
| Stop a quote | Update Status > Cancel Quote |
| Hide an accepted or cancelled quote | Update Status > Archive Quote |
| Stop a job | Cancel Job, then Archive Job |
| Hide a paid or cancelled invoice | Update Status > Archive Invoice |
Who can delete
Deleting needs the permission to manage that kind of record. The Owner, Managers and Members can delete all four. The Field role can delete jobs, but not clients, quotes or invoices. See Team roles.
Before deleting a lot, consider exporting your data.