The delete function is often used when you have made a lot of scheduling errors on a service order to the point where it is now easier to start again.
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For example - A client requires a dog walk every Monday and Tuesday throughout June. You have created a service order and booked a dog walk for Monday through Friday (by mistake). In this example, it is easier to delete all the services you have created for the month and re-schedule them correctly.
Important: The delete function should be used with care. Unlike voided or canceled items, deleted items may not be re-instated or recovered. They are permanently removed from your system and can only be recovered with a backup copy of your data.
As a safeguard against accidental deletions, a warning will appear that will require you to confirm your deletion by clicking a second "delete" button.
As an additional safeguard, if the date of a service is in the past, or if a service has already been invoiced, then the service cannot be deleted without being voided or cancelled first.
Services that are deleted:
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are removed from your service order completely and cannot be reinstated, but new services can be re-scheduled to replace the ones that have been deleted
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are removed from the administrators schedule and the staff schedule so that the work does not get carried out
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are removed from client quotes and invoices
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are removed from staff compensation reports
NOTE: Deleted jobs CANNOT be re-instated like a canceled or voided job.
How do I Delete one or more Jobs?
ON DESKTOP:
Navigate to Clients > Schedule
STEP 1
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To delete one or more services, select the service(s) by checking the box to the left of the service, or
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Use the "All" checkbox above the Schedule to select all services.
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Then click "Delete".
NOTE: if the services you are deleting are dated in the past - you will have to cancel or void the services first before you will be permitted to delete them.
STEP 2
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A warning appears asking you to confirm. Click "Delete" or "Cancel" if you are not sure.
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Once you delete a service, it will be removed completely from the admin/staff/client Schedules and from the service order.
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Deleted services will not appear on client invoices.
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To re-instate the services, you'll need to add them again by using the "Add Services" button in the client's service order.
ON MOBILE:
STEP 1
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Tap the Navigator and select Clients > Search
STEP 2
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Navigate to your client's account from the Clients search page.
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In the left-side navigation pane, tap "Schedule".
STEP 3
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Tap the check boxes to the left of the services you want to delete.
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Or you could tap the "All" box to select all services on the schedule.
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Tap the "Actions" drop-down button.
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Select "Delete".
STEP 4
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A warning appears asking you to confirm. Click "Delete" or "Cancel" if you are not sure.
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Once you delete a service, it will be removed completely from the admin/staff/client Schedules and from the service order.
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Deleted services will not appear on client invoices.
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To re-instate the services, you'll need to add them again by using the "Add Services" button in the client's service order.