Operations
Jobs Archive
The read-only history of completed, invoiced and cancelled jobs, searchable, filterable, restorable. Start by on the Jobs page, click the 'Archive' button.
What it does
Every completed, invoiced or cancelled job is archived automatically on the 1st of each month, keeping your active jobs list fast and focused. The Jobs Archive is the read-only record: summary counts, search by job number, title or client, and filters by status and month. Open any job's summary, and owners/admins can restore a job back to the active list.
When to use it
Come here when a customer calls about old work, for warranty look-ups, or when something was archived that you still need active.
Steps
- On the Jobs page, click the 'Archive' button
- Search by job number, title or client, or filter by status and month
- Click 'View' on any row for the archived job's summary
- Owners and admins can click 'Restore' to move a job back to the active list
About 5 minutes.
What it solves
Eliminates the cluttered jobs list problem without ever losing history, nothing is deleted, only filed.
Why it matters
Fast active lists for daily work, complete history for disputes, warranties and repeat-job context.
Last updated 2026-09-05.