I'd like to know how other people are handling cancelled jobs. I've been deleting the jobs but then I don't have a record of what happened in case they call back later. I can close a job, but do I have to delete the line items so there isn't an outstanding balance? If so, then I still can't see what the original job was supposed to be.
Anyone have any insight? It would be great if jobber would just build this in and have the status listed as cancelled.
Thanks
Hey Luke, thanks for the question.
There is currently no "cancel job" feature in Jobber, but I will be sure to share this feedback with our Product Development team. We really value your feedback!
A workaround I recommend is going to the job > edit > change the title to include the word "cancelled" > scroll down and turn off the invoice reminders (for a one-off job, it will be a checkbox, for a recurring job you will need to use the dropdown that says "when do you want to invoice?" then chose "as needed - no reminders") > update job.
Then go to More Actions > close job. Doing it this way will show the job as archived, but it will not prompt to invoice the job, and it will not affect the client balance, as long as there is no invoice.
If you have any questions on that, please let our Success Team know - 888-721-1115 ext 1 or email mailto:support@getjobber.com
There is currently no "cancel job" feature in Jobber, but I will be sure to share this feedback with our Product Development team. We really value your feedback!
A workaround I recommend is going to the job > edit > change the title to include the word "cancelled" > scroll down and turn off the invoice reminders (for a one-off job, it will be a checkbox, for a recurring job you will need to use the dropdown that says "when do you want to invoice?" then chose "as needed - no reminders") > update job.
Then go to More Actions > close job. Doing it this way will show the job as archived, but it will not prompt to invoice the job, and it will not affect the client balance, as long as there is no invoice.
This is definitely a feature request that we all need.
I have been doing the above with one extra step. I'll then go to, Schedule> Filters > Customize Calendar Colors (American Spelling) > Assign a Colour (Canadian Spelling) > Drop Down > when item title contains > Add word 'Cancelled' > Choose Red colour.
Now I have a visual on my calendar for cancelled jobs.
I've found this to be troublesome also and don't really know a good solution. I've just kept a "cancelled job' spread sheet and recorded the job # and details. But there should really be a "cancelled" status jobs can be marked instead of just archived.
