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  1. See the list of jobs on your Pipeline. 
  2. On the rightmost side of each job, there is an Archive button.
  3. Click the Archive button corresponding to the job you'd like to remove from your Pipeline.
  4. 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).
  5. To confirm, click Archive Job. You can also add a reason for archiving,
Info

As seen on the screenshot, note that archiving a job will:

  • void any active contract out for signature,
  • void access to any open workflows, and
  • remove all access to workflows

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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