Can Records Be Recovered After They Have Been Deleted?

If you find that a record such as a Job, Contact, or financial document has gone missing from your account, it is possible that it was deleted.

To recover a deleted record, click on the Insights tab at the top of your JobNimbus page, then select the Classic Reports option.

Select Create Report and select Create Activity Report from the dropdown menu.

Select the Add Filter menu and choose System Activity from the dropdown menu.
Click on the Select Activity Type(s) field and choose [record type] Deleted from the options. You can select from Job Deleted, Contact Deleted, Task Deleted, Estimate Deleted, Invoice Deleted, WO (Work Order) Deleted, MO (Material Order) Deleted, or Document Deleted.
- For this example, we are selecting Job Deleted to recover a Job record.
This will populate a list of applicable deleted records, along with the user who deleted it (found under the Created By column).
Once you locate the record, click on the record name (found under the Parent Workflow column) to view the record.
A red banner with a blue button will appear at the top of the record's page. To restore the record, select the blue Undelete button.

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 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. To correct this, you will need to manually relate the records.

Learn how to locate and restore deleted records in your JobNimbus Account.