Versions Compared

Old Version 1

changes.mady.by.user Grace Subang

Saved on

compared with

New Version Current

changes.mady.by.user Tucker Marchese (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can archive jobs on your Pipeline. Once you have your pipeline open. just follow these steps:

  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.

    Image RemovedImage Added

  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,

    Image RemovedImage Added
Should you need to de-archive a job
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?

If a Project was archived by mistake, please reach out

...

Related articles

You might also want to check out these related articles:

Still have questions? Contact support@sighten.io or start a chat with us when you are logged into the platform.to support@goeverbright.com and we'll be happy to help. To be able to proceed, we'll need the following details. Please provide as much as you can:

  • Site UUID (or any saved link for the job's Project/Proposal phase),

  • Homeowner name,

  • Homeowner address, and

  • Previous site status

Related Articles