How to Delete a Job/Invoice
🛠️ Pro Tip: If you need to delete an invoice, follow the steps below to delete a job. The invoice associated with that job will be deleted. If you are using progress invoicing, the invoice must be voided.
Please Note: Deleted jobs will be removed from the Customer Profile, but they will still be accessible in your Housecall Pro account. As a result, the job number associated with a deleted job will remain the same and cannot be reused for a new job. |
To delete a job/invoice:
Open a job to access the Job Details page.
Click the gear & wrench icon in the top-right corner of the page.
Select Delete job from the drop-down.
Click Delete in the confirmation window to delete the job.
How to Delete an Unscheduled Job
To delete an unscheduled job, follow these steps:
Click on the Schedule tab in the navigation bar at the top of your HCP account.
Click the calendar icon with an X in the top-left corner of the page to view unscheduled jobs.
The number in the red badge is the total of unscheduled jobs/estimates.
Locate and click on the unscheduled job. You'll then be redirected to the Job Details page.
Click the gear & wrench icon in the top-right corner of the page.
Select Delete job from the drop-down.
Click Delete in the confirmation window to delete the job.
Please Note: Deleted jobs will be removed from the Customer Profile, but they will still be accessible in your Housecall Pro account. As a result, the job number associated with a deleted job will remain the same and cannot be reused for a new job. |
Things to Know:
At this time, unscheduled jobs/estimates cannot be deleted in bulk and will need to be deleted one at a time.
If a job has been completed but never scheduled, you can remove it from the Unscheduled panel by clicking the Finish button in the Action Bar of the Job Details page.
Be sure the Notify Customer box is unchecked to avoid automated messaging to your customer.
How to Cancel a Job
When a job is canceled, an email and text notification will be sent to the customer, and the job will show as canceled in their Customer Profile.
To cancel a job, follow these steps:
Open a job to access the Job Details page.
Click the gear & wrench icon in the top-right corner of the page.
Select "Cancel job" from the drop-down.
The Notify Customer checkbox will be pre-selected based on the customer's notification preferences.
If you want to notify the customer about the cancellation, ensure the checkbox is checked.
To prevent the notification from being sent, simply uncheck the box.
Click "Yes, Cancel the Job" to confirm.
After canceling a job, your customer will automatically receive a notification via email/text (if applicable) to inform them of the cancellation.
Text Notification Example: |
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Email Notification Example: |
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How to Restore Jobs/Invoices
If a job was accidentally deleted or canceled, we've got you covered! You can quickly restore a job (and the invoice associated with it) by following these steps:
Click the Customers tab in the navigation bar at the top of your account.
Select Jobs from the menu on the left.
Click the Actions button in the top-right corner of the page, then select "Restore jobs" from the drop-down.
Click Restore on the line of the job you need to restore.
Once the process is complete, both the job and its associated invoice will be successfully restored.
You will be automatically redirected to the Job Details page, where you can now reschedule the job to a new time and date.
Please note that the system will not automatically reschedule the job. You'll need to manually schedule a new date/time.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.