How do I archive a job from the Pipeline?

Owned by Grace Subang (Unlicensed)
Last updated: Mar 01, 2022 by Tucker Marchese (Unlicensed)
2 min read

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.

  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,

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 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

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