Whether you need to delete, cancel, or restore a job, Housecall Pro makes it an easy process for jobs that you've already created from your account in the web portal.
Delete a Job/Invoice
To delete a job, follow the steps below.
Open the job details page
Click on the gear & wrench icon in the upper right corner
Select 'Delete job' from the drop-down
Click 'Delete' to confirm
Things to know
If you select 'Delete job', it will be completely removed from the customer's profile.
If you select 'Cancel', it will show as canceled in the customer's profile AND send a text and email notification to the customer.
If you accidentally delete a job or estimate and need to restore it, you can easily restore it by following the instructions in this article
The number tied to the estimate or job in the system will keep that number. It can not be used for another job or estimate
To delete an invoice you must first delete the job unless you are using progress invoicing where you can void the invoice.
Delete Unscheduled Jobs
To delete an unscheduled job, follow the steps below.
Click on the Schedule tab located in your navigation bar.
Select the 'calendar with an x' icon at the top left of the page to locate unscheduled jobs.
The number in the red box is the total number of unscheduled jobs/estimates
Locate and click on the unscheduled job which will take you to the job details page where you can delete the job.
Things to know
You cannot bulk delete your unscheduled jobs/estimates, you will need to delete one at a time
If a job has been completed but still appears in the 'Unscheduled' section, you will need to schedule that job (pro tip: schedule it for the time and date when it occurred and uncheck 'Notify Customer' so the customer does not receive a confirmation text/email)
Cancel a Job
To cancel a job, follow the steps below.
Open the job details page
Click on the 'gear and wrench' icon in the upper right corner of the page to open the job options
Select 'Cancel job' from the drop-down
Click 'Yes, cancel the job' to confirm
The checkbox next to 'Notify customer' will default to the customer's notification settings
Customer Notifications
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Restore Deleted/Canceled Jobs and Estimates
If you've accidentally deleted or canceled a job or estimate and need to restore it, follow the steps below.
Open the 'Customers' tab in the top navigation bar
Click the 'Jobs' tab on the lefthand navigation bar then click 'Actions' to open a drop-down. From that drop-down select 'Restore jobs'
Click 'Restore' on the line of the job or estimate you're restoring
You'll be taken to the job/estimate details page
You will need to schedule the job out, the system will not assume that the job is going to occur at the original time and date.
