Find, copy and delete jobs

The Jobs list holds every job. Search it, copy a job to start a new one, or delete jobs you don’t need.

Find a job

• Type in Search, for example a customer’s name.
• Tap a status above the list to show only those jobs, such as Pending.
• Tap Filters to narrow by Units, Last updated or Rooms, and Sort to change the order.

Older jobs: finished jobs you haven’t changed for a year are kept by year, so the list stays quick. Under Older jobs, tap a year to add its jobs to the list. This needs a connection.

Copy a job

Useful for a new-build site with the same house types, or a repeat customer.

1. On the Jobs list, tap ⋯ on the job, then Copy job.
2. Choose the new customer, or type a name.
3. Type the address of the new job and tap Copy. The new job opens.

Rooms and sizes, the floor plan, products, prices, extras, stairs and cutting plans come with it. The customer, dates, payments, photos, notes and documents start fresh.

Delete jobs

1. Tap ⋯ on a job, then Delete. For several jobs, tap ⋯ › Select instead, check the jobs, then tap Delete.
2. Check the message and confirm. The job’s rooms, documents, photos and files are deleted too.
3. To change your mind, tap Undo on the message that appears, straight away.

Payments already taken on a deleted job stay in Payments as “Deleted job”, so your money received still adds up.

Good to know: if a job is finished rather than unwanted, there’s no need to delete it. Mark it Completed, or cancel it, as explained in Job status.