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.
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.
Rough runtime
2:23
Scenes
5
Lesson
2.9 · Jobs & customers
File name
02-09 mark-lost-and-reopen.mp4
Before you record
- A disposable test job to delete on camera.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Mark a job lost, reopen it, or delete it | /board | Title card, then the first screen of the lesson. | Not every job closes. Here is how to mark one lost, bring it back, and when to delete instead. |
| 1 | 0:2036s | Mark as lost | /board | On a board card click "⋯" → "Mark as lost" (or use the same item in the job page ⋯ menu). | When a homeowner goes with someone else, mark the job lost. It leaves your totals but stays in history. |
| 2 | 0:5636s | Reopen | /board | Turn on "Show lost", open the card's ⋯ menu and click "Reopen job". | They called back? Show lost, Reopen job. Nothing was lost but the badge. |
| 3 | 1:3236s | Delete | /projects/[projectId] | On the job page click ⋯ → "Delete job". Read the dialog "Delete this job?" and click "Delete job". | Delete is for test jobs and duplicates. It takes the proposals, invoices, photos and history with it, and it cannot be undone, so prefer Mark as lost for real jobs. |
| 4 | 2:0815s | Recap & next lesson | /projects/[projectId] | Hold on the finished result, then the end card. | Next up: getting new jobs onto the board automatically with the Instant quote tool on your website. |
Narration, in order
0. Intro: Mark a job lost, reopen it, or delete it
0:00 · 20sTitle card, then the first screen of the lesson.
Not every job closes. Here is how to mark one lost, bring it back, and when to delete instead.
1. Mark as lost
0:20 · 36sOn a board card click "⋯" → "Mark as lost" (or use the same item in the job page ⋯ menu).
When a homeowner goes with someone else, mark the job lost. It leaves your totals but stays in history.
Show before cutting: 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.
2. Reopen
0:56 · 36sTurn on "Show lost", open the card's ⋯ menu and click "Reopen job".
They called back? Show lost, Reopen job. Nothing was lost but the badge.
Show before cutting: The Lost badge goes and the job is active again in its stage.
3. Delete
1:32 · 36sOn the job page click ⋯ → "Delete job". Read the dialog "Delete this job?" and click "Delete job".
Delete is for test jobs and duplicates. It takes the proposals, invoices, photos and history with it, and it cannot be undone, so prefer Mark as lost for real jobs.
Show before cutting: The job, its proposals, orders, invoices, photos and history are removed. It cannot be undone.
4. Recap & next lesson
2:08 · 15sHold on the finished result, then the end card.
Next up: getting new jobs onto the board automatically with the Instant quote tool on your website.
Related lessons
The job board: stages, cards and drag-and-drop
Read a board card at a glance, move jobs between stages by dragging or with the menu, search, show lost jobs and understand which moves happen automatically.
Jobs & customersBeginner10 min
The Jobs list: grid, list, status and delete
Use the Jobs page (headed "Projects") to search every job, switch between grid and list, change OPEN/WON/LOST status and delete a job.
Jobs & customersBeginner4 min
Finished this lesson?