Can Jobs be recovered after they have been deleted?
Learn how to see when and by whom a Job was deleted, as well as how to undelete them.
Recovering a Job that has been deleted by mistake or otherwise can be done by creating a Custom Report.
- In the Reports tab located at the top of your account, click on the three dots next to "My Saved Reports" and select Create Activity Report from the menu of options.
- Select the Add Filter menu and choose "System Activity" from the dropdown menu.
- Click in the "Select Activity Type(s)" field and choose "Job Deleted" from the options.
- Once you locate the name of the Job (found under the Parent Workflow column) click on their name to view the record.
- A red banner with a blue button will appear on the Job's page. Click Undelete to restore the record.
What happens to associated files:
- Photos, Documents, and financial documents (i.e. Estimates and Invoices) will reappear with the Job when it is undeleted.
- These files will also no longer be visible under a related/parent Contact's record.
- Any associated tasks will no longer be related to the Job after it has been undeleted, but the task itself will still remain in the system.
- Related Contacts of the deleted Job will be removed as "related", even after undeleting the Job; you will need to manually relate the records again.