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- See the list of jobs on your Pipeline.
- On the rightmost side of each job, there is an Archive button.
- Click the Archive button corresponding to the job you'd like to remove from your Pipeline.
- A pop-up window will appear, notifying you of all open items on the job (any active contract/s, quote/s, or proposal/s will be listed).
- To confirm, click Archive Job. You can also add a reason for archiving,
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As seen on the screenshot, note that archiving a job will:
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What will happen if I archived a job by mistake?
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- Site UUID (or any saved link for the job's Project/Proposal phase),
- Homeowner name,
- Homeowner address, and
- Previous site status
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As seen on the screenshot, note that archiving a job will:
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