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Deleting Jobs and their Phases
Deleting Jobs and their Phases

How to remove jobs and their phases in Fergus

Max avatar
Written by Max
Updated over a week ago

Overview

Fergus does not allow you to delete jobs or their phases. Instead, jobs are archived and job phases are voided. This way, your business does not lose any crucial information.
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This article will cover how to:

  1. Void Job Phases

  2. Archive Jobs

  3. Find an Archived Job

When to use it

Understanding archiving jobs and voiding job phases is important as they have a huge effect on your business.ย 

How to use it

1. Void Job Phases

Go to the job with the phase you want to void. Select the job phase you want to void and click the rubbish bin icon.

A pop-up will open which will ask you if you want to void this phase and require you to input some text. After filling in the details click "Void Job Phase".

If there are still uninvoiced costs with this site it will tell you when you try to void the phase. If you still want to void the phase, fill in the details and click "Void Job Phase".

A voided job phase will appear under Voided Job Phases and will have a red banner above with the status "Voided". Click "Unvoid" to unvoid the job phase.

2. Archive Jobs

Go to the job you want to archive. Click the "Job Settings" menu and select the "Archive This Job" option.

A pop-up will open and will ask you if you want to void this Job. It will also require you to input some text. After filling in the details click "Archive Job".

Once archived, the job card will have a banner message on it stating when the job was archived. Click "Restore" to unarchive the job.

3. Find an Archived Job

When you archive a job it won't show on the home page anymore. You need to find the customer whose job you have archived or know the Job Number of the job that was archived.

Next

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