Delete a Job

It's possible to delete a job in ServiceCore, however, we don't always recommend it since you might lose important job-related data. Alternative options include re-scheduling a job or cancelling a job. Deleting a job cannot be undone, so please only delete jobs when you are comfortable losing the job-related information and details.

In this article, you'll learn the drawbacks of job deletion, and how to delete a job if you need to.

Drawbacks of Job Deletion

Before you delete a job, keep these drawbacks in mind:

  • Permanent data loss
    If you delete a job, you'll lose the job history, including any driver notes and job completion notes. You'll also lose any information about services performed and job duration. Deleting a job is permanent. Once you delete a job, it will no longer exist anywhere in ServiceCore and you will not be able to get back to the job at a later time.
  • Broken links
    If you delete a job, any links to and from that job on an invoice will no longer function properly, which can lead to unexpected behavior. You may end up with an invoice on file that has no job-related information, and no service line items, because the job the invoice was based on no longer exists.
  • Inaccurate inventory availability
    If you delete a rental job that uses inventory, you may experience invalid product availability errors. Your inventory availability is calculated automatically based on inventory items being associated with a job, especially delivery and pick-up jobs. When you delete a rental job, the inventory number can become inaccurate.
  • Customer and staff confusion
    If you send an invoice to a customer for a job that is deleted, there will be no way to reference that job later on. There can also be drawbacks for customer service, dispatch, and management staff if a job is deleted and these individuals need to reference the job at a later time.

Alternative options

There are a few alternatives to job deletion that keep your data and job-related information intact, including:

  • Reschedule a Job
  • Set the job completion status to Partial Service or Unable to Service
  • Cancel a job 

Delete a Job

Before You Start

  • After considering the alternative options above, if you decide to delete a job, first you will need to Find the job.

Once you find the job, follow the steps below depending on the current status of the job.

Deleting a Job from a Customer Profile or Jobs Report

To delete a job that is visible on Jobs list either on a customer profile or via the Jobs Report

  1. On you've found the desired job from the list, click the down arrow to the right of the View button
  2. Hover over Edit from the list of options that appear
  3. Select Delete
  4. In the popup that appears, click Confirm Delete

Deleting Jobs from the Job Details Page

If you already have the job pulled up, follow these steps to delete it:

  1. On the job details page, click on the Actions buttonmceclip2.png
  2. In the Next Steps section, click Reopen Job
  3. Hover over Edit from the list of options that appear
  4. Select Delete
  5. In the popup that appears, click Confirm Deletemceclip1.png

After you delete a job

After you delete a job, you may want to:

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