Mark a job lost, reopen it, or delete it

Keep the board honest: mark jobs lost so they drop out of totals, reopen them when the homeowner calls back, and delete test jobs completely.

Beginner 4 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /board, /projects/[projectId] · Guide last checked 2026-10-03

0 of 4 ticked · remembered in this browser

Preconditions

A disposable test job to delete on camera.

Steps

1. Mark as lostDo: On a board card click "⋯" → "Mark as lost" (or use the same item in the job page ⋯ menu).Expect: The card disappears from the board unless "Show lost" is on, where it shows a "Lost" badge. The job status is LOST and its value leaves the column total.Actual:
2. ReopenDo: Turn on "Show lost", open the card's ⋯ menu and click "Reopen job".Expect: The Lost badge goes and the job is active again in its stage.Actual:
3. DeleteDo: On the job page click ⋯ → "Delete job". Read the dialog "Delete this job?" and click "Delete job".Expect: The job, its proposals, orders, invoices, photos and history are removed. It cannot be undone.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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